Adam Olszewski
Activity overview
Latest activity by Adam Olszewski-
Adam Olszewski created an article, MS Entra Single Sign On
This article was developed to describe the use of Microsoft Entra (formerly Azure) as a single sign-on tool to log into the Centrex CRM. It is organized into the following sections: Overview Cr...
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Adam Olszewski created an article, Syndication Best Practices
Syndication Best Practices and Notes Always add your own company as a participant on every deal. Even if you have no other participants, put your own company as the 100% participant. All syndicate...
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Adam Olszewski created an article, Account Adjustment and Client Refund Use Cases
This article will describe the account adjustment and client refund transaction types depending on the action you are trying to accomplish. ACH Debits will only affect RTR balance in either of two...
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Adam Olszewski created an article, Sending a Lender Submission Via Email
This article describes how to send a lender submission via email. Assumptions: This would be under the assumption that you already have set up your lender in the Lenders tab in the CRM. For inform...
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Adam Olszewski created an article, How to Add Syndicate Partners for Syndication
This article describes the process of adding syndicate partner companies and their banking information and explains how to add the syndicate user to the Centrex CRM system. Initially, when viewi...
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Adam Olszewski created an article, How to Add an ACH Client Debit to an Advance
This article was developed to describe how to add an ACH Client Debit to an advance with the option to manually clear it or have the transaction be picked up by the processor. Steps for How to A...
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Adam Olszewski created an article, Duplicate Management User Interface
This article describes the user interface (UI) of the Duplicate Management function of the CRM. Overview The Duplicate Management function is designed to find and prevent duplicate records by compa...
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Adam Olszewski created an article, Merging Duplicate Contacts
This article was developed to describe the steps involved in merging duplicate contacts within the Forth CRM system. The De-Dupe tool allows you to search for contacts with a single data point in c...
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Adam Olszewski created an article, How to add an Early Payoff Discount and Payoff the Balance on an Advance
This article was developed to describe the process of how to add an early payoff discount and how to payoff a balance early on an advance. Adding an early payoff discount on an advance For this e...