Contract Originations
Additional Term Allowance
See attached document for complete details. Attached is a guide explaining how Additional Term Allowance (configured at the Finance Program level) determines the maximum number of months than can be added to a contract term before triggering a credit ...
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 ...
Line of Credit Functionality
The linked 12 minute video was recorded in 2019 by David Lane of CST and demonstrates the setup and functionality of the licensed Line of Credit module. Click here for the video.
UK Annual Percentage Rate (APR)
Please see the attached document for details. The Annual Percentage Rate (APR) is available for calculation in ASPIRE for use in finance company documentation, database queries/reporting, and payoff calculations. The APR calculation typically ...
What is the difference between the different types of locations on a contract?
CONTRACT EXPLORER > MAIN > BILLING TAB Tax Location Indicates the Tax Location to be utilized as a default when adding Contract Items to the contract Defaults to the Primary Customer's Primary Location Billing Location Indicates the Billing Location ...
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 ...
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 ...
Enter a Contract via Contract Main Video
See linked video for details. The linked video shows how to enter a lease or a loan through the Contract Explorer - Contract Main screen. Click here for the 4 minute video.
Editing Configurable Forms
See attached document for complete details. The attached document will provide an overview of the screens utilized for a user, with no security restrictions, while interacting with configurable forms within ASPIRE. Configurable forms are intended to ...
Adding and Booking a Contract in ASPIRE
See the attached document for complete details. The purpose of the attached How to Guide is to show a generic example of how one can go about adding a contract to ASPIRE, and subsequently how to book that contract. Note: This document outlines only ...