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 […]
Daily Call List
The Daily Call List is a productivity page that displays accounts that are: past due not written off There’s no future promise date There’s no scheduled payment ACH or Debit Card When the account is highlighted in green, it means there was contact with the borrower. In order to see […]
How to change or edit an ACH payment using the “ACH Queue”
When to use: The “Queue” is used to change the date or the amount of an ACH payment. This will automatically place it in your batch when you send out your ACH’s for the “effective date” selected in the “Add to ACH Queue” screen. Go to the Loan Details page […]
Creating Email Templates in Intro XL
When to use: E mail templates can be created for commonly sent e mails. They ensure consistent messaging is sent to all customers. Templates can be used when messages are sent individually to customers and also in mass email blasts. Go to the Admin tab and select “Email Template Maint”. […]
What is the difference between an APR and an interest rate?
An APR is a disclosure on the loan contract. It’s what Federal Truth in Lending considers the “true” cost of credit. It’s not used to service a loan, test simple interest calculations or accrue interest. An interest rate is used to calculate interest on a loan. The Interest rate is […]
How to send a text or email blast to borrowers eligible to refinance
Intro XL provides a list of borrowers eligible for refinancing according via the Marketing Report. Text messages and emails can be sent to customers directly from the report. Accessing the Report: Go to Reports > Marketing Report. For the “Customer Status”, select Refinance Customers. Select the parameters you want used […]
How to re-send a payment for Advantage ACH
If your file does not make it Advantage or fails. Please note, sometimes you will see an error message, but the file made it. First, confirm it’s not at Advantage ACH. Files can take up to 30 minutes before they process. Look inside your Advantage reports to see if the […]
How to schedule a debit / credit card.
***Please note, all scheduled payments are set to 6 pm est. Go to Processing > Merchant Processing. Find the payment you would like to schedule and check the “Schedule” box. Click the Schedule Selected Items Select the date you’re looking for.
How To Reset My Password?
Only your company’s Admin can reset your password. Pro Tip: Once you have logged in, you should update your password by going to Help > My Profile.