FreedomPlus

FreedomPlus is a lender offering loans for debt settlement programs. The add-on allows the Forth user to access pertinent consumer information from the CRM, put it into a loan application, and submit it directly to FreedomPlus for review right from the Client Dashboard.

To do this, Forth must integrate the FreedomPlus add-on with your current system (see Integration).

Integration

To learn more about activation, features, and pricing, please contact Sales@setforth.com or call (630) 394-6260. You will be asked to provide the following information:

Company Name
Username
Password

FreedomPlus Setup

Once Forth has set up your account, you will have access to a new tab (Loans) on the Client Dashboard.

Using the FreedomPlus add-on:

1. Click the Loans tab on the Client Dashboard.
2. Click Submit Loan Application on the Freedom Plus row.
   
3. The Application window opens allowing you to review the entries. When the application meets your approval, click Submit.
4. To check the status of your loan submission at any time, click the tab. Each submission attempt is recorded and listed with the current status.
   
5. To sort the submissions, click the ascending or descending triangle in the column header in which you want to arrange your information.

Tags

{loan.lender(freedomplus).status} - Populates the response of the submission listed under the "Submit Loan Application" button on the loans tab.

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