LoanPro

Professional loan application management system for applicants and authorized distributors

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Streamlined Loan Processing

A complete system for managing loan applications from submission to decision

Comprehensive Application

Multi-step form with borrower/key principal identification, collateral info, personal details, and document uploads

Compliance & Verification

Credit check consent, FATCA compliance, PEP screening, bankruptcy declarations, and unique client IDs

Loan Calculator

Shortfall and borrower distribution options with interest rate formulas, reserves, and 5-year projections

Agent Dashboard

Review applications, generate term sheets, set loan terms, and make approval decisions

For Applicants

  • Borrower & Key Principal identification with unique client IDs
  • Complete personal, tax, and financial information
  • Collateral details — policy numbers, CSV, death benefit
  • Secure document uploads with consent management
  • Track application status in real-time

For Agents

  • Separate secure login portal with agent codes
  • Loan calculator with shortfall & distribution options
  • Interest rate and reserve computation engines
  • 5-year projection and printable term sheets
  • Approve or reject with notes and decision tracking