Introduction

A promise allows you to record a commitment from a customer to make a payment on a specified date.

 

Step 1: Getting Started

Log in to Loan Pro and select the customer’s account.

 

Step 2: Navigating to Promises

Go to the “Servicing” tab on the customer’s account.

 

Step 3: Accessing Promises

Within the “Servicing” tab, locate and select the “Promises” option.

 

Step 4: Adding a Promise

Click on the “Add” button to initiate the promise creation process.

 

Step 5: Setting Promise Details

Subject: Always set the subject as “Promise to Pay” or use “P2P” for short.

Type: Ensure the type is selected as “Insurance.”

Due Date: Specify the date on which the customer will be making the payment.

 

Step 6: Adding Notes

Add clear and brief notes to the notation section to provide additional context or details related to the promise.

 

Step 7: Review and Confirmation

Double-check all the details entered to ensure accuracy.

If everything is correct, proceed to the next step.

 

Step 8: Saving the Promise

Click on “Save” to save the promise to the customer’s account.

 

Conclusion

Creating promises in Loan Pro is a simple and essential step in managing customer payments.

This process helps maintain clear communication and record-keeping for both you and the customer.