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Work Flow for a New Lead
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How To Reset My Password?
NACHA Rules for ACH
Export loan agreement into Word (for E-sign Contracts)
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Customer Profile Fields Setup
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Payment Processing
11 Articles
How to schedule a debit / credit card.
How to re-send a payment for Advantage ACH
How To Send an ACH Payment
How to change or edit an ACH payment using the “ACH Queue”
Auto ACH
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Advanced Topics
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Recency versus Contractual Delinquency
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Connecting your product account with your favorite apps and services
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How to send a text or email blast to borrowers eligible to refinance
Creating Email Templates in Intro XL
Sending Text or Email Blasts to Dormant Customers
Opt out your customers for text messaging
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Communications
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SBT
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Help with SPAM and Deliverability
Txt Wire
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Help with SPAM and Deliverability
Sendgrid
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Help with SPAM and Deliverability
SES
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Help with SPAM and Deliverability
Solutions By Text
Crafting Non-Spammy Messages: Avoiding Common Pitfalls
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Compliance
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What is the difference between an APR and an interest rate?
Different Payment Frequencies – How they work
Precomputed vs Simple Interest Loans
What is an early payment adjustment
GMI Veritec Database
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Collections
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Daily Call List
How Does the “Automate Late Fees” Feature Work?
Auto Debit Card Payments
Bankruptcy Best Practices
Recency versus Contractual Delinquency
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Leads
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Work Flow for a New Lead
Adding a New Lead Provider
File Uploads / Attachments
Lead Providers / Aggregators
Waterfall Order in Intro XL
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CRM
3 Articles
Work Flow for a New Lead
File Uploads / Attachments
Waterfall Order in Intro XL
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Reconciliation
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Vault and Cash Drawer Tips
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Payment Reminders
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How To Setup Up Business Rules / Notifications
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ACH
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How to reset or resend an ACH
Bank Holidays
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Debit Cards
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Debit Card Decline Codes
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Underwriting
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Getting Started with Experian / Clarity
Intro XL – Lead Fraud Score
Waterfall Order in Intro XL
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SBT
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How payment status’ work
