CRM Utilization by Industry

Debt Settlement

• Adding Custom Debt Types
• Settlement Status Workflows
• Settlement Fees
• Adding a ForthPay Reserve Account
• Advancing Funds: Account to Client Transfer
• Scheduling a Client Refund

Student Loan

• Retrieve Loans and Programs
• Sending External Form Request to collect the MyStudentData.txt file

Business Finance

• Business Loans Workflow
• Advance Settings: Advance Statuses
• Advance Settings: Pipelines
• Advance Settings: Workflow
• Advance Settings
• Advance Overview

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