Customer Portal Admin Guide
See the attached document for details.
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
See the attached document for details. Attached is the Design Guide for the Customer Portal. This document contains information on the areas of the Customer Portal that can be customized with finance company branding. It can be used to help finance ...
Customer Portal End User Experience Guide
See the attached document for details. 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 using the Customer Portal, so that finance ...
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 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 ...
Customer Portal Video - Aug 2021
Click here for a video on the Customer Portal given by Peter Haug, August 2021. Note: Peter mentions the LTi Hub at the beginning of this video, that has been replaced by this Knowledge Base, a part of the Customer Support Portal.