User Management in uPortal360 Your browser does not support the video element. To add, remove or update any users, you must have the User Management permission. New user Open the Manage Users tab Click the + Add New User button at

"city": "Springfield", "contractId": "ABC1234LOA01", "country": "UNITED STATES", "expirationMonth": "10", "expirationYear": "2026", "firstName": "John", "paymentMethodId": "ABC1234LOA01-A12", "lastFour": "2222", "lastName": "Smith", "middleInitial": "T", "state": "IL", "subType": "Visa", "type": "Credit Card", "zip": "62704" } ], "paymentOptions": [ { "type": "Bank Account", "subTypes": ["Savings", "Checking"] }, { "type

A purchased contract means that UAS purchased the contract up front and the client is funded within 3-5 business days dependent on rescission(if applicable). A serviced contract is owned by the client. We receive payments from the consumers

Support cases are our mechanism for tracking merchant requests from request to resolution.  The ability to submit a case is controlled by role-level permissions. Speak to your company's User Manager (uPortal360 Admin) if you need access to this

We use Transunion for all credit inquiries. Our inquiries do appear as a hard inquiry on consumer credit reports. The exception to this rule is that for inquiries related to loan programs in the medical industry. Some of those loan

account and that have now been purchased. You will see the principal amount on the account at the time the account was Purchased, and the proceeds from the account being purchased. Field Definitions Column Name Definition Example Program Name

Term Number of Payments needed to Payoff the Balance of the Contract. 60 Amt Financed Amount Financed by consumer 6986.00 Down Pmt Amount paid in Cash or discounted from Retail Price 1000.00 Interest Rate Displayed as a whole

Summary uPortal360 and the related API's do not have a static list of IP addresses, however, you may need to allow our domains. Use the lists below to add the correct domains to your firewall. uPortal360 Allow the list

We have created a report that outlines all consumer's statuses in regards to their online verification. For more information on this report, go to this link . Important You must have the Online Verificantion report set access. If you are

365/365 Payment Calculator UAS utilizes the 365/365 payment calculator, also called the Actual/365 , to create loan amortization schedules Click the link to go to our Payment Calculator Calculating Daily Interest Accrual The 365/365 payment calculator calculates

The following guide covers the Short Application experience. This interface is designed for mobile, tablet, or desktop devices of any size. The screenshots in this guide highlight the mobile experience to show how easy this is for your customers to

It is strongly encouraged for your consumers to sign up for eCommunications. These reminders and updates allow for them to stay on track with repaying their contract and keep them updated on any further activity with their contract. For example

We provide all consumers with the option to pay online through uPortal360, over the phone, or by mailing in a check. All payment information is listed on their periodic monthly billing statement. There is no penalty to pay off their

Column Name Definition Example Program Name of your Program Open-End Contracts Location Location where account was originated Kansas City Acct # 7 Character Random Account Number uniquely assigned by our system. Accounts can contain multiple Contracts, Subscriptions and POS Transactions

Users Use these users when testing in   uPortal360 . Name Birthday Address SSN Credit Score Marisol L Testcase 1980-05-27 220 Locust Ave. Anthill, MO 65488 000-00-0001 ~825 David C Testcase 1972-01-30 504 N Grandview St

Welcome Calls Explained The goal of a Welcome Call is to confirm the information provided by a consumer in the credit application is accurate consumer understands the contract and financing arrangement Universal Account Servicing (UAS) leverages the Welcome Call to

was increased. Adjustments are typical in case of some type of refund or to correct a mistake to an amount entered. -160.00 Prin Pd Principal Paid - Amount of Payments applied to the Principal Balance. 100.00 Prin Bal Principal

This queue will house any applications that have been voided due to a Client request or system requirement. The reason why an account might end up in this queue will be one of the following; Client request through uPortal360, credit

If your program requires a SSN, the consumer must enter in a valid number. If they do want to have their credit ran, they can decline to do so, and their contract will be placed into servicing.

It can take up to 24 hours for consumer payments to post to uPortal360. You can monitor transactions using the Transactions report. To access this report follow these steps: Click on the Reports tab. Click the Transactions report. Enter the