Customer Portal
Multi-factor Authentication (MFA)/Two-Factor Authentication (2FA)
Multi-factor Authentication (MFA) can be activated per Customer Portal site and for platform logins. Each time a user successfully submits their username and password at login, they will be taken to a screen asking for a six-digit code. This code ...
Not receiving self-enrollment email
When a customer attempts self-enrollment on the Customer Portal they may not receive the registration email in some cases. To help get them access to the Portal, confirm whether their email address is already connected to a user for the given ...
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 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 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 Note: Peter mentions the LTi Hub at the beginning of this video, that has been replaced by this Knowledge Base, a part of the Customer Support Portal.
Which version of ASPIRE do I need to be on to use the Customer Portal?
To use the Customer Portal integrated with ASPIRE v5, you must be on at least ASPIRE v5.20.17.
User Name and password do not work
There are separate URLs and login information required for the Admin site and the end user site. If logging into the End User site, the end user URL and end user credentials must be used. Found that the issue was trying to log into the Admin URL with ...
Linking Accounts to an End User - Controlling contract access
When setting up a new End User in the Customer Portal, you must link one or more accounts to the user. These linked accounts control which contracts the user can view/take action on in the portal. For an ASPIRE account to appear in the list, all of ...
Keeping your Customer Portal data up-to-date
Ensuring your Customer Portal data is up-to-date is a critical part of delivering a great customer experience to your borrowers and lessees. In many cases, the data in the portal is automatically synced from ASPIRE to the Customer Portal either in ...
Does how I have ASPIRE hosted affect whether I can use the Customer Portal?
To use the Customer Portal, you must have ASPIRE hosted by LTi. If you are interested in the Customer Portal and are not hosting ASPIRE with LTi, please contact your LTi account manager for information on hosting ASPIRE with LTi.
How often is data updated in the Portal from ASPIRE?
By default, most information is updated from ASPIRE to the Portal every 15 minutes. The following are exceptions to that rule: Once every 24 hours, starting between 4 AM and 4:15 AM CST each day. Amortization Schedules Lines of Credit (amount, ...
Can borrowers/lessees pay specific invoices?
Borrowers/Lessees cannot select invoices, though they can see which invoices are open when making payment. Borrowers/Lessees have the ability to select a contract when making a payment. Portal payment functionality, as integrated with ASPIRE, results ...
How do I control user access to contracts?
User access to contracts is based on the combination of three factors: The contract must be booked The end user must have ASPIRE accounts linked (done in the Portal User Management area) that are a customer or guarantor on the contract Based on the ...
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