Customer
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Customer Manager
View, sort, and filter your business and consumer customers.Customer details
All the information saved on an individual borrower.USPS Address Validator and Standardization
Streamline your physical mail by ensuring addresses are legitimate and properly formatted.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