Payoff, closing, and archiving
Articles
Archiving, deleting, and restoring accounts
Handling account data at the end of their lifecycle.Payoff, close, and renewal
How to pay off, renew, and close a loan, including the process for managing a non-performing loan.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