Audience: Borrowers (End-Users) Topic: Self-Service Account Management
This guide explains how to change payment methods in the Borrower Portal, enabling users to manage their payment preferences easily. The following steps are for the Borrower, not a PayPlan customer. This resource helps streamline payments and prevent account issues.
Important note: This step-by-step guide is for borrowers and can be access through their borrower portal.
1. Click "Payment Methods"
2. Click the three dots on the right hand side
3. Click "Make Primary Payment Method"
4. Add A Payment Method
5. Complete the card holder's information
6. The borrower will acknowledge the payment acceptance box
7. The payment acceptance is logged with the date and borrower's IP address
