
Onboarding
Getting Started, Company, User Setup
By Alexander and 1 other2 authors18 articles
Getting Started
Short Videos to help you get started on your first proposal
1. Quick Credit Pull Process OverviewLearn how to manage credit pulls in the new Sales CRM UI
2. Client Overview and Features WalkthroughView this general overview video to learn more about the new Sales CRM UI
3. Navigating Lead OperationsView this video to learn how to manage leads in the new Sales CRM UI
4. Credit Report and Eligible Creditors OverviewLearn how to pull credit reports and managed creditors in the new Sales CRM UI
5. Building a Debt Settlement PlanSee how to navigate these screens in the new Sales CRM
6. Finalizing the Proposal SummaryLearn the next steps for finalizing the proposal in the new Sales CRM UI
7. Add Banking and Contract DetailsSee how to add these details in the new Sales CRM UI
CRM User Guide - Task ManagementView our user guide to better understand how to manage your tasks in the new CRM layout. Access the PDF guide through the link below.
CRM User Guide - My Pipeline ReportView this user guide on how to navigate to the My Pipeline Report
Servicing Questions
Articles to help our clients get out of debt
Getting Started - Debt Consolidation with Legal RepresentationDebt Consolidation Program with Attorney Representation
Creditor GuidelinesGuidelines for accepted creditors. UPDATED 8/23
Client PortalHelp clients navigate their client portal
States Relintex ServicesAs of May 2 2024
Relintex - Just Call Chrome Extension
Right of OffsetEnrolling a creditor who is also a depository account.