Working Leads in Intro XL When a lead is received in Intro XL, the applicant will be directed to the eSign page to sign the temporary loan agreement. They will also receive an email providing them with a link to sign the agreement. Example Email (Sent on 9/18/2019): Katie, please […]
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 Rules and Windows
Intro XL – Automated ACH File Schedule (All Times CST) Note: Every payment processor has different official cutoff times. The schedule below reflects Intro XL’s automated processing times for sending ACH files to your processor. For your processor’s exact cutoff times, please reach out to them directly. Type Time(s) CST […]
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 […]
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”
Using the ACH Queue in Intro XL When to use: The ACH Queue is used to change the date or amount of an ACH payment. Once added, the payment will automatically be included in your ACH batch on the effective date selected in the “Add to ACH Queue” screen. Adding […]
Creating Email Templates in Intro XL
Creating and Managing Email Templates in Intro XL When to use: Email templates ensure consistent messaging to customers and save time by reusing prewritten content. Templates can be used for both individual customer messages and mass email blasts. Accessing Email Template Maintenance Go to the Admin tab. Select Email Template […]