Customer Portal Admin Guide
See the attached document for details.
Last Updated: January 23, 2026. version 3.1
Attached is the Administrator Guide for the Customer Portal. This document contains:
A Quick Start Guide
ASPIRE Configuration Requirements
Customer Portal Administration
Related Articles
Customer Portal Design Guide
As of January 2026, the Design Guide has been retired. For information about customizing the Customer Portal for branding, see the article Branding - Customizing the Portal to Meet Brand Needs
Customer Portal End User Experience Guide
See the attached document for details. Attachment last updated January 19, 2026 (v1.7) Attached is the End User Experience Guide for the Customer Portal. This document contains information on what borrower/lessee users will see and be able to do when ...
Contract not showing in the Customer Portal
The Customer Portal is intended to provide borrowers and lessees (and their designated representatives) access to information and actions related to their leases and loans. If a Customer Portal user reports that they cannot see one or more contracts ...
Customer Portal to ASPIRE Field Reference Guide
See the Attachment tab to download the guide. Each Customer Portal instance is connected to an ASPIRE instance to source information from ASPIRE to display for Portal users and to enable processing of Portal payment and service requests in ASPIRE. ...
Customer Portal payment missing from EFT file
When a payment is submitted from the Customer Portal, it is created as an Alternate EFT record with the SEC code "Web" selected. Most commonly, this one-time payment will be processed in the next relevant EFT Generation processing event, where it ...