Processing RCC Payments in Intro XL When to use: Use the RCC payment method when a borrower has provided their banking information and agrees to have payments made via RCC as their repayment method, or as an alternative to ACH. Steps to Process RCC Payments Confirm the borrower’s banking information […]
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
Processing ACH Payments in Intro XL When to use: Use ACH processing when a borrower has provided their banking information and has agreed to make payments via ACH. Steps to Process ACH Payments Confirm the borrower’s banking information is saved in the Borrower Profile: Bank account number Routing number Bank […]