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
