Managing transactions
Topics
- Logging paymentsCharges
Articles
Balance rollovers
Turn part of a line of credit balance into a linked installment account.Bucket transfers and credit limit adjustments
Move a line of credit account's balance between different buckets, or adjust the limit for each bucket.Swipes
View and manage your customers' card purchases.Past due adjustments
Adjust whether a borrower is considered 'past due' for reporting and collections purposes.Days and amount past due
Learn how to adjust days and amounts past due.Suspend/resume interest
Advancements
Extend more credit to installment loan borrowers.Credits
Reduce a borrower's balance with a credit.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