Michael Lindsey
Articles
-
OnDeck
OnDeck is the largest online small business lender in the United States. Integration Details The OnDeck integration is only available for the Business Loans file type. Once integrated, you'll...
-
Five9
Doc. Number Article Title Effective Date Version FHC-XX Five9 Integration April 26, 2021 Basic Five9 is a phone system that integrates with Centrex. Integration Details Incoming ca...
-
Generating and Sending Documents for Signature
This article was developed to describe the process of generating and sending documents for signature electronically. It is divided into the following sections: Overview Generated Documents E-Signe...
-
If Conditional and Math Tags
This article was developed to describe the features associated with Conditional ("If") Tags as well as Math Tags. Conditional Tags The CRM has a unique feature that allows you to perform con...
-
WebHooks
This article was written to introduce WebHooks. Webhooks can be used to send information out of the CRM to another system via HTTP Post or JSON formats. You can set up WebHooks to post informati...
-
Setting up the SMS platform
This article was developed to describe the process of setting up an SMS platform to use with the Centrex CRM. This article includes the following topics: Creating a Twilio account Linking ...
-
Adding a hyperlink to a template
This article was developed to describe the steps involved in adding a hyperlink to a template within Centrex CRM. Hyperlinks can be added to email or document templates which allows the reader to...
-
Decision Logic
Decision Logic provides lenders the ability to verify a borrower's identity, account number, and balance. Integration Details The Decision Logic integration is only available for the Business ...
-
Roles
This article was developed to review what roles do within the CRM. This functionality can be accessed via the Admin Tab and then going to the Roles page. This article is divided into the followi...
-
Adding and editing an image to a template
This article was developed to describe the steps to take to add an image to a template and to edit an image in a template within the Centrex CRM. This article contains the following topics: Addi...