Relintex How To
Articles on how to use Relintex and its features
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.