Relintex How To
Articles on how to use Relintex and its features
By Alex1 author51 articles
- Proposal does not displayI am a new user and my proposal does not display after clicking generate proposal
- Deactivating a User
- CA 3 Day HoldEnrollment is held for 3 days for CA clients who have docusigned. This is a state requirement to allow cancellation prior to servicing.
- Automation of EnrollmentHow to automate the process of enrolling customer after the docusign is completed.
- Sending a Non ATD if Co-Client PresentOther than the primary client wants to contribute toward the payoff, Co Client Non ATD form can be sent pre/post enrollment
- MultiFactor AuthorizationOTP Why do I get a code when I login?
- Attaching Documents in Credit Report
- Added a CoClient to ProposalYou added a coclient and need to repull credit. Here is how.
- Adding DispositionsSales Manager - Add dispositions to each status
- Manual SignatureDid your client manually sign their contracts? Here is how to upload.
- Re-Enroll a ClientClient changed their mind or need changes to the contract? This will help!
- API Documentation
- Attorney State ConfirmationLegal consent button required on proposals
- Document TypesWhat folder does my documents belong in?
- Users DeactivatedSystem Automation deactivates users after 30 days of inactivity.
- Shark TankActivate your unworked leads!
- Sales Upload File StructurePick the right folder to upload docs and what happens when you do.
- Paid Lead ReportA report to assist documenting leads that have been paid out.
- Settlement UpdateCreditor balance increased
- Servicing StatusTransparency with Servicing
- Generate a NEW proposalProblems pulling credit, adding a new client, removing a co-client?
- Zip Code Lookup
- LAP Script
- Manual ContractClient requires to print and sign contract and not use docusign.
- Lawfirm ScriptUpdated 3/8/24
- Hardship RulesCharacter Count 132 - 06/03/24
- New User CreationCreate a new sales agent for your company
- Locked PIIA few reasons PII (Personal Identifiable Information)
- Income / Expense SheetWhat are the requirements of the income expense sheet?
- Signed Not SubmittedWe have added an automated email for Sales to warn at three days when a signed document has not been submitted.
- Shark Tank 2.0Additional features in SharkTank allow you better control of what files enter shark tank and differ in timing. Contact support to turn on.
- MFA / OTP for Remote UsersThe MFA / OTP process is designed to safeguard information when accessed outside of a place of business. OTP is sent to email with code.
- Adding Twilio / SMS
- Legal / Escrow FeesWhat are the additional fees
- Manually Attaching Enrollment Doc
- KBA or OTPGetting Permission from the Client
- The New AI QC CallHow to collect the QC call and finalize prior to enrollment.
- SMS Client Not Opted In - DOCUSIGN
- Tabs for Quadrant ReportsFeature that provides views of multiple dashboards
- Co Client - SpinwheelPulling Credit and needing to add CoClient
- Quadrant Reports
- Unlimited ViewLooking for a way to see more leads at one time?
- Updated ProposalUpdated Comparison Proposal
- SMS Blocked for OTP?How to help your client receive a blocked SMS from Spinwheel
- Inbound QC CallClient wants to call the QC Line?
- Spanish InstructionsDo you want to enroll Spanish Clients? Use the following guide
- Credit Report Not DisplayingPDF Error but Creditors Available
- DOB / PHONE Duplicate WarningHave you received a duplicate warning?
- Fraudulent Report?What to do if you get a fraud report on your credit request screen.
- Fewer Clicks and Less Questions to Pull Credit!Required fields to create a new lead and pull credit.
- CRM Update 3/23/26New Law Firm