Client Portal Instructional Videos


Batch Track
This video shows you how to generate a Batch Track report:  Click Here


Inquiries
This video shows you how to respond to requests for information for placed accounts:  Click Here


Manually Placing Accounts
This video shows you how to place accounts for collection:  Click Here


Open Inventory
This video shows how to generate an open inventory report: Click Here


Payment
This video shows you how to generate a report of payments: Click Here


Performance Report
This video shows you how to generate a performance report:   Click Here


Placement Upload
This video shows you how to do a bulk placement upload:  Click Here


Searching for Accounts
This video shows you how to search the portal for information: Click Here


Stair Step
This video shows you how to generate a stair step report:  Click Here


Viewing Account Details
This video shows you how to view all the details associated with placed accounts: Click Here


Watch List
This video shows you how to use the watch list to mark accounts for easy review:  Click Here

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