This article will give an overview of what a customer sees and can do upon logging in to the customer website. To get to the website, the customer will need to know the website URL. If you don’t know how to get to the website, you can always select the “Customer Website” option from the drop-down that appears next to your user information at the top left of the software.

Logging in

Customers should enter an email and password to log in.

Accounts

Upon login, customers should be able to see all the accounts they have with you. They can click any of the accounts to further manage them.

Summary

The first area the customer will see after clicking on a loan is the account dashboard. You have the option to control what a customer will see in the summary in the customer website settings.

Payments

Customers can access the payments area by selecting either the Make a Payment button, or the Payments tab. The payments area allows customers to make payments either by credit/debit card or through a bank account. You can restrict whether customers have access to this section and the types and amounts of payments they can make. If a customer wants to make a payment, they can click either “Credit/Debit Card Payment” or “Bank Account Payment”.

Customers can also enter payment information to process payments.

AutoPays

If you give them access, customers can schedule or edit AutoPays. To schedule an AutoPay, they would simply click “Schedule AutoPay”.

Customers can select the payment profile they want to use to process the AutoPay, and they can then choose the frequency, amount, and other specifics of the AutoPay. When the customer clicks “Finish,” the AutoPay will be scheduled. 

Payment Profiles

The payment profiles section lets customers enter and edit existing payment methods. This area also lets them schedule new automatic payments. If “New Credit/Debit Card Profile” or “New Bank Account Profile” button is clicked, the customer will be able to enter information for the new payment profile.

Insurance Tracking

The insurance section lets customers enter information about any policy that insures that loan collateral. This section won’t be visible if the loan is uncollateralized, or if you choose not to give the customer access to it.

Documents

The documents section lets the customer view any documents you've chosen to share with them. They can also download or upload documents if you grant them access. A customer can upload a document by clicking “Upload New Document”. When uploading a new document, the customer must place it in a document category before giving it a name or description. 

Transactions

You can also allow customers to view transactions on the website so they can see their progress in paying back the loan and the forecast for future loan payments.