Lockbox Setup and Processing

See attached document for complete steps.

The attached document outlines the process of setting up a lockbox file format, lockbox processing, and processing through JobStream. 

• Related Articles

• Renewal Processing Training

  Please see the attachments for detailed information, recording available from within the Vimeo weblink below Attachments available + a link for the Recorded Training: 1. Detailed notes that accompany the Recording, titled "Renewal Processing - ...

• EFT Bank and Company Setup

  See attached document for details. Please see the attached guide for specifications on the EFT Bank setup in ASPIRE (Administration > Cash Management > EFT Bank)

• PTMS Processing Video

  See the attached documents and linked video for complete understanding. The linked video covers the import/export procedure for processing PTMS in ASPIRE. The attached documents provide a PPT deck for review and a document that provides file layout ...

• Bulk Processing of Payment Extensions

  See attached document for details. In response to the increased number of borrower payment deferment requests, LTi has developed an add-on utility that allows bulk modifying multiple contracts for payment extensions.

• Setup a Configurable Form Video

  See attached documents and linked videos for complete information. The 30 minute videos covers the process of creating a configurable form with demonstrations of key sections. The attached PowerPoint deck follows the video, and the Reference Guide ...