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Showing articles from Servicing tag

Insurance Tracking General Overview

This article will provide a general overview of how to: * Add Insurance Types (Site Administrator function) * Create an Insurance Tracking Record * System Insurance Letters * System Insurance Reports * You may also view the video [here][1] **[Adding Insurance Types][2]: **Insurance Types are Custom and ca…

Foundational Webinar Series

Here you will find recordings of our previously recorded webinars or links to the videos in our Knowledge Base. The videos are edited for time and have chapters for convenient navigation through topics covered in the webinar. Viewing Tips: * Use the Table of Contents option to quickly jump to a chapter of the webi…

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