If you’re not paying attention to these statistics, you’re probably over your threshold. Here are some helpful tips: Never use ACH as a collection tool For high risk customers set them to Debit Card Payments Monitor your Returns Moving to a new ACH provider is not easy They will typically […]
Adding a New Lead Provider
Go to Admin > Lead Sources Pro tip: Clone an existing lead source and update the name and password. Provide the following information to your lead provider. The company name is the acronym you use when logging into Intro XL. Think of this like a user id. <Company>XYZ</Company> <Storeid>1</Storeid> <Password>*******</Password> […]
Auto Debit Card Payments
We can auto charge a debit card on a loan. This auto payment happens everyday around 3:30am est. To view ALL “auto” and scheduled payments, use the Auto Schedule Report. The repayment method is Debit Card The repayment status must be set to “Debit Card”. The payment is due today […]
Work Flow for a New Lead
Working Leads in Intro XL 1. When a lead is received in Intro XL, the applicant will be directed to the esign page (to sign the temporary loan agreement), but they will also get an e mail like the one below providing them the link. 9/18/2019 Katie, please click this link to […]
Getting Started with Experian / Clarity
Once you have an account set up, we need the lender to: Provide us with the utility user id / password / Group ID / Account ID / Location ID / Username Password / Control File Name / Inquiry Trade-line Type Run a test with Clarity’s practice environment (Clarity will […]
Opt out your customers for text messaging
If a customer responds with any of the following, Intro XL will opt them out. “STOP” at the beginning of the text “remove” in the text “wrong number” in the text “stop texting” in the text Of course, you can always manually opt out a customer in their profile.
Auto ACH
Intro XL for automating the ACH file times for payments are typically (all CST times): 5pm 6:30pm (fail safe) – Hypothetically, this will be empty and will not go out. For ACH funding the regular files are sent at 6:50pm CST (7:50pm EST). If same-day is turned on, the automated […]
Different Payment Frequencies – How they work
Weekly – All payments are the same day of the subsequent week (7, 14, 21, 28) Biweekly – Same as weekly, but two weeks apart (1, 15, 29) Monthly – Dates are on the same day of each month (always on the 5th for example). We also offer 3rd Wednesday […]
Vault and Cash Drawer Tips
First and foremost, for tracking the cash and equivalents (checks) in a store, you want to utilize the “Cash Balance” report. This report is a rolling balance of what the system is counting and what should be in the store for cash and checks. The purpose of the vault and […]
How Does the “Automate Late Fees” Feature Work?
Please note: In order to set up the Automatic Late Fees feature for your store, you will need to submit a support ticket. This feature is not designed to be set up at the store level; Intro XL wants to ensure the parameters are set up correctly. In order to […]