Welcome to DebtPayPro Support
Begin by searching for a topic or categoryCurrent Platform Health:
Software Basics
Software Admin Settings
Industry
Integrations
Webinar Training
Employees Only
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Getting Started
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Client Dashboard
- Contact Assignments
- Credit Card / Bank Account Tabs
- Client Dashboard
- Sending an Email via Client Dashboard (Quickmail)
- Scheduling Calendar Events
- Tasks
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Contact Origination
- Posting to Zapier: Quick Start Guide
- Posting Leads into the Direct Mail Manager via HTTP Request
- Quick Quote
- Querying the Mail Record Database
- Add a Contact
- Setting Up an Import Data Source
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Contact Management
- Campaigns
- Exporting Contacts
- Mass Editing Contacts
- Contact Lists
- Mass Edit: Reassigning Leads
- Merging Duplicate Contacts
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E-Marketing
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Clixsign
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SMS
- SMS: Understanding Message Segments
- SMS: Triggers
- SMS: Campaigns
- SMS: Sending E-Sign Requests
- SMS: Sending and Receiving SMS Messages on the Client Dashboard
- Setting up the SMS Platform
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Enrollments / Payments
- Submitting, Approving and Enrolling Contacts
- Graduating Clients
- Cancel Program
- Reset Client
- Enrolling a Contact
- How to Reschedule a Transaction
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Reports
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FAQ
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Contact Settings
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User and Company Settings
- System Log
- System Usage
- Setting up the Guidelines Tab
- Teams
- Adding and Editing Users
- Suspending Users
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General Configurations
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Documents
- E-Sign Settings
- Tags
- Creating Document Templates with the PDF Builder
- Adding Attachments To Email Templates
- Adding a Hyperlink to a Template
- Adding an Image to a Template
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FAQ
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Debt Settlement
- AVANTE USA Direct Pay Set Up
- Debt Settlement Infobank Direct Pay Set Up
- Cavalry Portfolio Services Direct Pay Set Up
- Glass Mountain Capital Direct Pay Set Up
- RGS Financial Direct Pay Set Up
- Jefferson Capital Systems Direct Pay Set Up
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Student Loan
- Sending an External Form Request to collect the MyStudentData.txt file
- Retrieve Loans and Programs
- Tags (Student Loans)
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Business Finance
- Advance Submissions Report
- Creating a New Advance
- Advance Report
- Lenders Tab
- Advance Overview
- Tags (Business Finance)
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Payment Gateways
- Trusted Account Services (TAS)
- VyaPay
- Authorize.net
- Network Merchants Inc (NMI)
- Group ISO
- Payment Automation Network (PAN)
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Phone Systems / Dialers
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Credit / Finance Integrations
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FAQ
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Webinar Training
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-
Contact Life Cycle
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Promoted articles
- How to Take Screenshots or Capture a Video
- AVANTE USA Direct Pay Set Up
- Debt Settlement Infobank Direct Pay Set Up
- Cavalry Portfolio Services Direct Pay Set Up
- Glass Mountain Capital Direct Pay Set Up
- RGS Financial Direct Pay Set Up
- Jefferson Capital Systems Direct Pay Set Up
- Direct Pay Reference Number Cheat Sheet
- Converting Existing or newly created settlements to Direct Pay
- Uncollected or Recent Converted Direct Pay Settlements
- Financial Recovery Services Inc. (FRS) Direct Pay Set Up
- Midland Credit Management (MCM) Direct Pay Set Up
- Velocity Investments LLC/ Velocity Recoveries Direct Pay Set Up
- Portfolio Recovery Associates (PRA) Direct Pay Set Up
- CIR Law Direct Pay Set Up
- One Main Financial Direct Pay Set Up
- NCB Management Direct Pay Set Up
- ACH Return Rates
- Cash Call Direct Pay Set Up
- Loan Me Direct Pay Set Up
- Real Time Resolutions Direct Pay Set Up
- Patenaude & Felix Direct Pay Set Up
- Phillips & Cohen Direct Pay Set up
- CMI Group / ICON Equities / Affiliated Credit Services Direct Pay Set Up
- National Enterprise Systems Direct Pay Set Up
- Current List of Direct Pay Creditors
- D&A Services Direct Pay Set Up
- Rubin & Rothman LLC Direct Pay Set Up
- Resurgent Capital Direct Pay Set Up
- Entering Creditor Reference Numbers
- Second Round Direct Pay Set Up
- Adjusting Settlements