Advances Tab

Start New Advance

• Creating a New Advance

Advance Settings

• Advance Settings
• Advance Settings: Workflow
• Advance Settings: Pipelines
• Advance Settings: Advance Statuses

Advance Information

• Account Adjustment and Client Refund Use Cases
• How to Add an ACH Client Debit to an Advance
• How to add an Early Payoff Discount and Payoff the Balance on an Advance
• Advance Report
• Create or Update an Advance through a Web Form or Import Data Source

Syndicate Overview

• Syndication Best Practices
• How to Add Syndicate Partners for Syndication
• Syndication Reports