Onboarding
Getting Started, Company, User Setup
By Alexander and 1 other2 authors19 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
- GOTA Going Over The Agreement: 04/01/2026Suggested Sales Guideline script to present debt settlement to a client.
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.
- 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.