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.