Relintex Support

Alex Cornwell

Onboarding

A high level overview of the Relintex CRM

Relintex Overview

Adding a Lead

Proposal Creation Process

Understanding the Pitch Deck

How to create and prepare to send the proposal

Drafting the Proposal

How to move your proposal to contract and required fields.

Sending the Contract

After contract is sent and before enrollment the QC Call must be completed

How to QC Call Before Enrollment

After enrollment how to check status and updates

Lead Status and Service Updates

Short Videos to help you get started on your first proposal

Getting Started

Setting Up SMTP

10DLC Rejections

API Article of how to create a token for each vendor.

Creating a BEARER TOKEN

ADMIN How To

Debt Consolidation Program with Attorney Representation

Getting Started - Debt Consolidation with Legal Representation

Guidelines for accepted creditors. UPDATED 8/23

Creditor Guidelines

Help clients navigate their client portal

Client Portal

States Relintex Services

Relintex - Just Call Chrome Extension

Enrolling a creditor who is also a depository account.

Right of Offset

Articles to help our clients get out of debt

Servicing Questions

Find answers and get help from Intercom Support and Community Experts

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