Payments How to add an Owner/Investor/Fund when boarding a payment account
This KB article will give you instructions on how to add an Owner, Investor, or Pool/Fund when boarding a payment account. This process is for clients that have the Ownership piece. You can always add an Owner, Investor, or Pool/Fund after the payment account has been boarded. Please board the payment account followin…
Payments: What to Expect after you Board your Loan
This video will show you what you can expect to see in your Payments loan menu after you have boarded a loan:
