PayPlan Support Center

Documentation

• What is PayPlan?

• How PayPlan Works: A High-Level Overview

• How to Get Started with PayPlan: Your Onboarding Guide

• PayPlan Starter: Your In-House Financing Engine

• PayPlan Core: Building Your Lending Foundation

• PayPlan Pro: Feature Overview & Configuration

• PayPlan Enterprise: Infrastructure for Market Leaders

• Verifying Your Setup: Testing & Troubleshooting Guide

• Attracting More Borrowers: The Lender Marketing Services Add-On

• Managing User Access & Role-Based Permissions (RBAC)

• Creating an Offer Matrix: Automating Your Pricing Strategy

• Managing Communications & Documents: The Document Center

• The Servicing Center: Managing Your Active Loans

• Payment Logs: Tracking Transactions & Resolving Issues

• Navigating Application Stages: Tracking Your Deal Flow

• Mastering Cash Flow: Automated Payment Recovery

• Instant Income Verification: How Open Banking Works

• Managing Fees: Late Payments, Delinquency & NSFs

• Borrower Relief Options

• Accessing Service Desk & Resolution Policies

• Standard Feature List of Business Warrior

• Edit Application Details and Save Updates

• Support Desk: A How-To Guide For Ticket Tracking and Progress

• How to Create a New Invoice for a Borrower

• Borrower Portal: How To Change Payment Methods

• Admin Portal: How to Change a Borrower’s Primary Payment Method

• Accepted Payment Methods and Restrictions for Borrower Payments

• Sales Tax Configuration: Understanding Destination-Based Tax for Leases

• Experian Precise ID: Fraud Prevention

• Accessing Borrower Contracts: Through the Admin portal and Customer portal.

• Going Live with PayPlan: System Readiness for Starter and Starter Plus

• Going Live with PayPlan: System Readiness for Core, Pro and Enterprise

• Troubleshooting & Borrower Support with PayPlan's Magic Link Technology

• How reporting works on PayPlan: Servicing Center and Metabase