Managing Accounts*

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Managing Accounts

Welcome to the Managing Accounts section, where you'll find a complete guide on how to handle different parts of your Borrowers Accounts. This section is here to give you helpful tips and practical information, so you can confidently deal with various situations and make smart choices.


Section Articles

Account Status
Compliance statuses to label an Account.

Loan Restructuring
Change the terms of a given loan.

Grace Window
Configure the grace period for your borrowers.

Late Payments & Webhooks
Configurable webhooks allow for notifications to be sent if a due date is approaching or a payment was missed.