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 […]
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
Refinancing Customers via the Marketing Report The Marketing Report in Intro XL provides a list of borrowers eligible for refinancing. From this report, you can send text messages and emails directly to customers. Accessing the Report Go to Reports > Marketing Report. For the Customer Status field, select Refinance Customers. […]
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.
Scheduling Merchant Processing Payments Important: All scheduled payments are processed at 6:00 PM EST. Steps to Schedule a Payment Go to Processing > Merchant Processing. Locate the payment you want to schedule and check the Schedule box next to it. Click Schedule Selected Items. Select the date for the scheduled […]
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.