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  1. Forth
  2. Industry-Specific Guides

Industry-Specific Guides

Organized to describe CRM Utilization for Debt Settlement, Student Loans, and Business Loans.

Business Finance

  • Business Loans Workflow
  • Lenders Tab
  • Advance Submissions Report

Debt Settlement

  • Adding Custom Debt Types
  • How to Create a Settlement Offer Status
  • Settlement Status Workflows
  • Settlement Fees
  • Adding a ForthPay Reserve Account
  • Advancing Funds: Account to Client Transfer
See all 7 articles

Student Loan

  • Retrieve Loans and Programs
  • Collecting Student Loan Data via External Form
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