Customer Portal Demo

Customer Portal Demo

Please see the attachments for detailed information, recording available from within the Vimeo weblink


One Attachment available + a link for the Recorded Training:

      1.  The Q&A from the training, titled "Customer Portal Webinar Q&A.pdf"
      2.  The recorded training from 4/09/2024 explaining the Customer Portal

Click HERE for the Customer Portal Video 

    • Related Articles

    • Configurable Forms Demo Video

      See linked video for complete details. The linked 7 minute video shows how configurable forms (a.k.a. application templates) are used in ASPIRE. The attached Reference Guide provides a summary of the information provided in the video. Click here to ...
    • Customer Support Guide

      See attached document for complete details. LTi Technology Solutions is committed to providing quality products and services to its customers. As a leading provider of solutions for the equipment finance industry, our commitment to customer ...
    • Setting up Customer Access to Zoho Desk and Submitting tickets

      See attached document for complete details. The document outlines how to setup a customer to access to Zoho Desk and submitting tickets. The contents include setting up your Zoho account, and a review of the Home screen, Ticket Dashboard screen, the ...
    • Customer Service Navigation

      See the attached document for complete details. The purpose of the attached guide is to show the Customer Service screen with its associated tabs and fields, as well as show basic navigation within ASPIRE. Attached Documents - Table of Contents ...
    • Real Life Bank Funding Setup Information

      See Attachment for more information CONTENTS OF ATTACHMENT: 1. Explanation of the fields within the Contract Explorer > Funding Screen - Page 2 3. How to select the payment stream to be included in the Sale, Participation, or Assignments when Cash ...