Self-Service Payoff Letter
Need a payoff letter for a non-discounted loan? Now you can generate one instantly with our new self-service tool.
New Leads
Our Customer Care team is now documenting repeat business leads in the Client Portal. Quickly access any documented leads so you can followup with your customers.
Payment History Detail
We've made understanding your obligor’s payment history easier. You can now view detailed breakdowns of payments, including how they were applied to multiple due dates and any fees. The amortization schedule is now available as well.
Custom Watchlist
No more searching for individual contracts of concern. With our watchlist feature, you can add any contract to a custom watchlist that can be quickly viewed from your portal’s main menu. This video will show you how to add a contract to the list and where you go to find "My Watchlist” in the menu.
Support Cases
Have an open Support Case? Our improved feature makes it easier to track both you and your obligor’s support case progress from within the client portal.
Access to Critical Data
Non-accrual and charge-off lists are now visible on the Client Portal. Further, contracts are now automatically marked as non-accrual using a new API, increasing efficiency and accuracy.