To reschedule or edit an ACH payment, use the calendar function next to the payment in the loan details.
How to reschedule or edit an ACH payment
Crafting Non-Spammy Messages: Avoiding Common Pitfalls
In today’s digital landscape, standing out in a crowded inbox requires finesse. Here’s how to craft engaging texts and emails while dodging spam filters: 1. Personalization is Key Address recipients by name and tailor content to their interests to show genuine engagement. 2. Beware of Spammy Keywords Avoid excessive capitalization, […]
COMMON SENSE TIPS TO STAYING COMPLIANT WITH THE NEW TCPA RULES
To comply with the new rules implemented by the Federal Communications Commission (FCC), businesses, particularly those in advertising, telemarketing, and lead generation, should take several common-sense steps: Review and Update Consent Procedures: Ensure that prior express written consent is obtained on a “one-to-one” basis, authorizing no more than one identified […]
FCC ADOPTS NEW RULES TO CLOSE THE ‘LEAD GENERATOR’ ROBOCALL AND ROBOTEXTS LOOPHOLE
On December 13, 2023, the Federal Communications Commission (FCC) implemented a set of new rules designed to strengthen defenses against scam robotexts and address vulnerabilities that have allowed unscrupulous practices to exploit consumers. These rules mark a crucial step in the ongoing battle against unwanted and illegal calls and texts, […]
How to setup two factor authentication (2FA)
Here’s how it works: First, you must install the Google Authenticator app. The 2FA app is available on both the iOS App Store as well as the Google Play store. It’s free to download and use. Next, inside Intro XL, the user goes to Help > My Profile, next the […]
IS A RECESSION IMMINENT AND HOW WILL IT AFFECT LENDING AND CREDIT?
The lending world in 2024 is feeling the pressure from two big forces: the economy and technology. We’ve experienced a slow burn in the economy going back to the pandemic fueled infalation. As folks worry about a potential economic downturn, lenders are doing some soul-searching, rethinking their lending rules and […]
Unsubscribe for emails – Is it necessary?
Intro XL provides a placeholder that will allow your leads and borrowers unsubscribe from your marketing emails. This placeholder is important for a number of reasons, but without getting into too many details, read this article. The biggest reason is that you would rather a person unsubsribe than report you […]
Waterfall Order in Intro XL
In general, paid scrubs are after “free” scrubs. An example of a free scrub is identifying a lead that exists with specific recency. If a lead fails, it stops the waterfall. Hypothetically, if a Borrower’s state fails, it does not mean they pass the remaning rules. Borrower’s State=OK Borrower’s Pay […]
LEAD POSTING – LEAD GENERATOR / AGGREGATOR
lead This allows you to enter new lead information into Intro XL. The fields in blue are required for authentication. The fields in orange are also required, but can be left empty. File Attachments Intro XL uses Amazon S3 as the repository for file attachments. If you are set up […]