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  • Getting Started 1 Article

    • Work Flow for a New Lead
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  • Account Management 6 Articles

    • How To Reset My Password?
    • NACHA Rules for ACH
    • Export loan agreement into Word (for E-sign Contracts)
    • File Uploads / Attachments
    • 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 1 Article

    • Recency versus Contractual Delinquency
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  • Integrations 0 Articles

    Connecting your product account with your favorite apps and services

    • API Docs 0 Articles
    • Developer Docs 0 Articles
  • Marketing 8 Articles

    • 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
    • Lead Providers / Aggregators
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  • Communications 4 Articles

    • SBT 1 Article
      • Help with SPAM and Deliverability
    • Txt Wire 1 Article
      • Help with SPAM and Deliverability
    • Sendgrid 1 Article
      • Help with SPAM and Deliverability
    • SES 1 Article
      • Help with SPAM and Deliverability
    • Solutions By Text
    • Crafting Non-Spammy Messages: Avoiding Common Pitfalls
    • Remove a customer from solicitations
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  • Compliance 8 Articles

    • 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 5 Articles

    • 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 6 Articles

    • 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 1 Article

    • Vault and Cash Drawer Tips
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  • Payment Reminders 1 Article

    • How To Setup Up Business Rules / Notifications
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  • ACH 2 Articles

    • How to reset or resend an ACH
    • Bank Holidays
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  • Debit Cards 1 Article

    • Debit Card Decline Codes
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  • Underwriting 3 Articles

    • Getting Started with Experian / Clarity
    • Intro XL – Lead Fraud Score
    • Waterfall Order in Intro XL
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  • SBT 0 Articles

  • CFPB 1 Article

    • CFPB Payment Rule Guidance for Notifications
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Uncategorized

  • How payment status’ work
  • Understanding CPF (Cost Per Funded Loan) KPI
  • Chime is a 4 Letter Word

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