Equitable Acceptance provides financing solutions to consumers with student loan debt. Once the consumer is underwritten and approved, this allows Equitable affiliated student loan consolidation companies to collect their fees directly from Equitable Acceptance.
- Submit applications and other files to Equitable Acceptance directly from the client dashboard within Debt Pay Pro
Integrating Equitable Acceptance with Debt Pay Pro
Before you begin the setup process your CRM account will need to have signed up for the Equitable Acceptance integration. If you have not and are interested please contact firstname.lastname@example.org or call (630)394-6260.
Once you have signed up for the Equitable Acceptance integration, you will then have access to the Equitable Settings Page.
Setting Up Equitable Acceptance
Location: Admin Tab > Settings > Equitable
1. API Fields
Start by mapping the API Fields. The setup team may have already mapped the fields that Equitable Acceptance requires for submission, but you are also able to map additional fields if you'd like. Simply select the field that corresponds with the labeled data on the left side. If needed you can create custom fields and add them to your in-take forms. You can review our articles on Custom Fields and the Form Builder.
2. General Settings
Enter the User Settings for the users you wish to grant access to the Equitable Acceptance integration.
Start by selecting a User.
- Active / Running. Checking this box enables the Equitable Acceptance tab inside the Client Dashboard.
**Note: If you wish to allow a User to view the Equitable Acceptance tab, but not submit or update files, Check the Active / Running box, but leave the PIN, Code, and Key fields blank.
- PIN: Enter the User's Equitable Acceptance PIN.
- Code: Enter the User's Equitable Acceptance Code.
- Key: Clicking the Get Key button will use the PIN and Code entered to retrieve the Key from Equitable Acceptance.
Once finished, click Save Settings.
Using Equitable Acceptance within Debt Pay Pro
Location: Contacts tab > Client Dashboard > EquitAccept Tab
Submit an Application
To submit an application go to the Client Dashboard and open the EquitAccept Tab. Then click Submit Equitable Acceptance Application.
Once the contact has been submitted you can return here to view the status of the application and upload the audio file. We do not have details about what is required with the audio file, please contact Equitable Acceptance for more information. You can click the report icon to check the status of the application with equitable as well.
You can find reporting tools for Equitable Acceptance Applications under the Reports Tab. Select Equitable Acceptance from the menu located on the navigation bar.