Home Admin Printing Entities Message Center

Administrator

Regulations
Coverage Type
Referral Fees
Portfolio Settings
- Settings
- Entity Status
Quoting
General Ledger
Security
Portfolio Production
Unclaimed Property
Utilities
- Unearned Premium Calculator

Security Management

Primary Users

Username:

Show Inactive Users

Users

No users found.

Primary Users - New

New User

General Security Groups

User Name:

First Name:

Last Name:

Email:

New Password:

Confirm:

2 Factor Auth:

Mobile Phone:

API only:

Change password at next login

Account Disabled

Account Inactive

Description:

Administrators

Groups - New Group

New Group

Group Users Privileges

Group Name:

Description:

Users

No users found.

Privilege Type:

Auditing

View Auditing

Search Auditing

Authorities

View Authorities

Edit Authorities

Override Authorities on Behalf of Another User

Checking Accounts

View Checking Accounts

Edit Checking Accounts

Coverages

Search Coverages

View Coverage Details

Create-Edit-Delete Coverages

Default Values

View Default Values

Edit Default Values

Override Default Value Rules

Entities

View/Edit Banking Information

Search Entity Groups

View Entity Group Details

Edit Entity Groups

Edit Entit(y) E-Payment Fees

Global

All Privileges

Allow Advanced Searches

Historical Data

Task Log

Collection Module Administration

Delete Memos

Portfolio Production

Collection Agencies

Unclaimed Property

Edit Memos and User Notifications

Display/Confidential Information

Partially Mask Confidential Information

View Dashboard

ACH Request Document Access

Add and Delete SMS Opt-Outs

Parties

Search Entities

View Entity Details

Create/Edit/Delete Entities

Search Lenders

View Lender Details

Create/Edit/Delete Lenders

Search Lienholders

View Lienholder Details

Create/Edit/Delete Lienholders

Search Private Labels

View Private Label Details

Create/Edit/Delete Private Labels

Search Salespersons

View Salesperson Details

Create/Edit/Delete Salespersons

View A.M. Best Ratings

Create/Edit/Delete A.M. Best Ratings

View Draft Details

Create/Edit/Delete Draft Details

Portfolio

View Portfolio Settings

Edit Portfolio Settings

Manage User Defined Fields

Business Dates

View Entity Statuses

Edit Entity Statuses

Activate Modules

View Event Reasons

Edit Event Reasons

Edit Collection on Hold Orders

Program Management

Regulations

View Premium Finance Regulations

Edit Premium Finance Regulations Values

Reports

Run Reports

View Queued Reports Requested by Other Users

Schedule Reports

Security

View Users

Create/Edit/Delete Users

View Groups

Create/Edit/Delete Groups

View Privileges

View Portfolio Assignments

Edit Portfolio Assignments

View Login Attempts Log

Change Own Password

Create/Edit/Delete Entity Users

Edit API Only Checkbox

User-Defined Fields

View User Defined Fields

Edit User Defined Fields

Management

View Rate Charts

Create/Edit/Delete Rate Charts

View Delay Factor Charts

Create/Edit/Delete Delay Factor Charts

View Quoting Plans

Create/Edit/Delete Quoting Plans

View Quoting Configurations

Create/Edit/Delete Quoting Configurations

Quoting

View Quotes

Create/Edit/Delete AP Quotes

Customer Account

Flat Customer Account With Positive Balance

View Customer Account

View Customer Account General Ledger

View Customer Account Memos and User Notifications

Create Customer Account

Edit Customer Account

Edit ACH/CC Info

Edit Billing Method and ACH/CC Info

Edit Customer Information

Generate Notices

Override Hold Cancellation

Flat Customer Account

Perform Closing Adjustment

Reverse Closing Adjustments

Archive Accounts

Missing Policy Numbers

Quote to Account Import

Edit Confidential Information

Day End

View Day End Summary

Manually Run Day End

Disbursement

Create Outsource Checks

Create Checks

Print Checks

Print Previously Printed Checks

View Overfunding/Refunding of Accounts

Create ACH

View Draft No Loan

Create/Edit/Delete No Loan

Allow Overfunding

Allow Overfunding/Underfunding of Accounts

View Drafts

General Ledger

View GL Accounts

Create/Edit/Delete GL Accounts

View GL Account Assignments

Search General Ledger

Imaging

View Imaging Documents

Manage Imaging Documents

Edit Imaging Documents

Delete Imaging Documents

Manage Imaging Folders

Import/Export

Export Positive Pay

Export ACH

Import A.M. Best Ratings

DCC Paper Import

Export New Accounts

OFAC Match

External Collection Export

Import NSF

Import Assignment File

Notices

Manually Generate Notices

Print Day End Notices

Manually Regenerate Notice Merge

Update Cancel or Reinstate Effective Date

Referral Fees

Referral Fee Adjustments

Identify Exceptions

Pay Referral Fees

Create/Edit/Delete Referral Fees

Suspense Accounts

View Suspense Accounts

Transactions

Create/Edit/Delete Payment Batches

Enter Payments into Payment Batches

Approve/Unapprove Payment Batches

Delete Payment Batches

Post Payment Batches

Perform Payment Removal Adjustment

Perform Returned Item Adjustment

Perform Reapply Payment Adjustment

Perform Apply Payment To Disbursement

Perform Assess Fee Adjustment

Perform Waive Fee Adjustment

Perform Write Off Balance Adjustment

Perform Recover Balance Adjustment

Perform Referral Fee Adjustment

Transfer Funds

Post E-Payments

Perform Interest Refunds

Create e-Payments

Enter Manual ACH Payments

Perform Manual Payment Revision Amount

Underwriting

View Underwriting

Edit Underwriting

Home

Home Page

Customize

Change Password

Import/Export

Import/Export

Update Policy Number Import

Collection Agency Confirmation Import

Cancellation Confirmation Import

Positive Pay

Import for Disbursement Clearing

Import Payments

Import A.M. Best Ratings

Import ACH Records

Import FedACH

DEC Page Import

OFAC Match

Direct Bill Address Change Import

Direct Bill Cancellation Import

Import Write-Off Accounts

Beneficial Owner Info Import

Import Documents

Entity AP Payment Import

Import Quotes

BMS Policy Number Import

Import Endorsements

Import Reinstatements

Entity Import

Change in Premium Import

Internal Rating Import

Import Carrier Ratings

AIPSO Binding Data Import

Credit Approval Import

Exposure Model Update

Import Risk Rating Update

Import Returned Payments

MAIF Account Import

Import Credit Card Chargebacks

AIPSO Assignment File Import

Bulk Document Import

CRA Import

ACH Debit Returns

Lienholder Assignment

Update Collections Information Import

Export

Positive Pay

Export ACH

Export PFAs

Historical Data

Dashboard

Customize Portfolio Order

Accounts

Customer Service

Collection Administration

New Account

Additional Premium

Adjustments

Closing Adjustments

Flat Accounts

Flat Additional Premiums

Loan Editor

Adjust Installment Due Dates

Credit Card Adjustments

Return Premium Shortage Adjustments

Quote Import

Utilities

Unearned Premium Calculator

Add Memos

Missing Policy Numbers

Bank Account Changes

APSO Data

Renewals

Bulk Cancellation Hod

Update CSR Contact Info

SMS Opt-Outs

Auto Book Quotes

Add Risk Rating

SMS Opt-Outs

Quote

New Quote

Quick Quote

New AP Quote

Quote Search

Import Temp Quotes

Payments

Payment Entry

Batch Payments

e-Payment Wizard

Manual ACH Payment

Manual Credit Card

Payment Adjustments

Payment Editor

e-Payments

ACHs

Electronic Payment Posting Wizard

Parties

Business Entities

Lenders

Lienholders

Salespersons

A.M. Best Ratings

Captive Managers

Disbursement Editor

Void Combined Disbursement

Check Creation Wizard

ACH Credit Wizard

Clear Disbursements

Referral Fee Disbursements

Printing

Reports

Print Queued Reports

Manual Notice Generator

FTP Day End Notices

Print Checks

Regulations

Regulations

Referral Fees

Management

Coverage Types

Referral Fees

Referral Fee Adjustments

Exception Identification

Pay Referral Fees

Check Wizard

Portfolio Settings

Payment Options

Entity Status

Modules

Programs

Entity Ratings

Quoting

Delay Factors

Rate Charts

Rate Indices

Quoting Configurations

Quoting Plans

General Ledger

Accounts

Account Assignment

Bank Account Setup

Search Entries

Security

Users

Groups

Privilege Overview

Portfolios

Entity User Groups

Security Settings

Audit Log

Login Attempts Log

Task Log

Day End

Regenerate Notice Merge

Collection Settings

Portfolio Production

Unclaimed Property

PBS Release Info

Rewards Program Plans

Email Search

Cancellation Hold Order

Returned Payment Reasons

Risk Ratings

County Assignment

Processing Centers

Rate Change Import

Cancel