Contents
- Lender Integrations
- Training Poll
- Conference News and Updates
- Twilio News
- Feature of the Month: Tags
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Newsletter
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2021 | April
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Lending Integrations |
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These integrations are extremely helpful and time-saving as they use our system to streamline submitting files to the lending institutions from inside DPP’s CRM and not from a separate system keeping all of the client’s information in one place. They also allow the client to pay off their debts much faster by taking out a loan to pay for all the debts at once. Then the client only has one payment a month (repayment of the loan) instead of several debts, which improves the client’s credit score, and allows performance and sales fees to be paid much earlier. We currently offer integrations with major lending institutions such as MobiLend and Freedom Plus and are currently working with Lending USA and Skybridge Financial to expand our list of lending institutions. To learn more about this integration, contact sales@setforth.com. |
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Conference News and Updates |
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DebtPaypro is excited to be able to get back to interacting, learning, and growing through industry related conference attendance. We will have booths at the following conferences:
We would love to hear from you if you plan to attend as well so we can schedule some one-on-one time to connect. We are looking forward to safe and valuable business travels in the coming months. |
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Twilio News |
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[Twilio Messaging - Advisory Alert] U.S. A2P 10-digit Long Code Fees & Registration Carriers in the U.S. have been working on adding new 10-digit long code products and guidelines to better accommodate application-to-person (A2P) traffic, such as messages sent via Twilio. Click here to view Twilio's support article on these changes.
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Feature of the Month: Tags |
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Tags are placeholders used in templates, campaigns, emails, forms, etc. An example of this is {FIRSTNAME} which populates the value stored for the First Name field. When a user generates a document containing placeholder tags, they are replaced with the information from the CRM. Tags can be extremely helpful if you understand the what , when , and the why of incorporating them. Now that you know what they are, let’s go over the difference between two very important tags: {PMX} and {TRANSX} {PMX} : This is the Payment Amount tag. It is tied to the enrollment plan which means the amounts are not pulled from the payment schedule you see on the enrollment details page. This tag is useful for documentation pre-enrollment. The “X” is replaced with the payment number so if you wrote {PM1} , the document would include the first payment. 
{TRANSX} : This is the Transaction Amount tag. It is tied to the payment schedule after enrollment and reflects actual amounts being paid. The “X” can be replaced with the transaction number so if you wrote {TRANS1} , the document would include the first payment made post enrollment. The value that gets populated by the {PMX} and {TRANSX} can differ based on changes that happen to the payment schedule post enrollment. For example, the contact decides to put additional money towards their first payment and an amended payment agreement needs to be sent for signature.
For a detailed list of tags in your system and additional information, please view our Tags help page article. |
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First off, what is a tag 
For documentation purposes, it is recommended that you use the 