Adam Olszewski

  • Total activity 15
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 8

Activity overview

Latest activity by Adam Olszewski
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes