Line of credit setup
Articles
Creating and managing cards
Issue and manage cards for your line of credit customers.Card rewards
Incentivize purchases and cardholder behavior with rewards.Line of credit overview
The basics on line of credit programs, accounts, and calculations.Line of credit settings
All the options to customize your line of credit accounts.Creating a program
Design and configure a custom program for revolving, transaction level credit.Creating a line of credit account
Configure an account for your revolving credit customers under your custom line of credit program.More Guides
- Agent users
- Smart Checklist
- Variable interest rates
- OFAC InstaCheck
- Base Communications Suite
- Statements
- Dashboards
- Compliance overview
- Applying and viewing discounts
- Credit pulling
- Smart Mail House
- Queues
- Smart Panel
- Agent Walkthroughs
- Smart Panel
- Creating a loan
- Interactive SMS
- Audit Trail and reporting tools
- Contract matching
- Setting up a loan
- Report types
- Automated notifications