¶ Onboarding Considerations
Channels Different channels to connect with PremFina Platform- Mandatory Fields Helps us keep you compliant. Mandatory for PremFina Funded Clients
- Self Financing Implementation Simply SaaS - Software-as-a-Service.
¶ Training - Video Tutorials
¶ Portal Navigation, New Business (Quick Quote)
Navigation Home Page Introduction- Quick Quote Inputting New Business
- Searching Searching for An Agreement
¶ Servicing An Agreement and Making Amendments
- Requested Documents locating Requested Documents
- Customer Details Making Changes To Customer Details
- Mid Term Adjustments Requesting an Increase/Decrease
- Due Dates Requesting a Change in Due Date
- Agreement Transactions Payments Queue and Scheduled Payments
¶ Renewals and Cancellations
¶ Other
More video tutorials coming!