When to Use: When a borrower has provided their banking information and agrees to have payments made via RCC as a repayment method or an alternative payment method to ACH. The borrower’s banking information is stored on the Borrower Profile Page. The bank account number, routing number and bank name […]
Sending Text or Email Blasts to Dormant Customers
Intro XL provides a list of dormant customers you may want to market to 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 Dormant Customers. Select the parameters […]
How To Send an ACH Payment
When to Use: When a borrower has provided their banking information and agrees to have payments made via ACH The borrower’s banking information is stored on the Borrower Profile Page. The bank account number, routing number and bank name should be populated in this section The payment dates are are […]