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How-Tos

LP3 - Loan Management
LP3 HO - Home Office
LP3 - Loan Management

How-To Videos

How to Make a Loan
How to Renew a Loan
How to Take a Payment
How to Take a Partial Payment
How to Take Loan Application
How to Pull Credit Report
How to Search Customer Account
How to Close The Day

 

How to Collect Past Due Account
How to Edit Customer Information
How to Edit High Credit
How to Create ECOA Letter
How to Reprint a Receipt
How to Set a Reminder
How to Add Picture to Account

LP3 HO - Home Office

Tasks

  1. How-To 1
  2. How-To 2
  3. How-To 3

Reports

  1. Report 1
  2. Report 2
  3. Report 3

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Quick Start

LP3 – Loan Management Overview Video
LP3 – Manual
LP3 – Customer Training Guide

How-To’s

How To Make A Loan
How To Take A Payment
How To Collect Past Due Account

Reports

LP3 – Period Report
LP3 – Loan Register
LP3 – Drawer Register

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