> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.uportal360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# uPortal360 Knowledge Base

> Guides, FAQs, and reference documentation for merchants using the UGA Finance program and uPortal360.

Everything you need to originate and manage consumer financing through uPortal360 — from sending a
credit application to reconciling your monthly invoice.

## Start here

<Columns cols={2}>
  <Card title="Getting started" icon="rocket" href="/getting-started-with-uga-finance/faq-new-merchant-application">
    New to the UGA Finance program? Start with the merchant application and agreement.
  </Card>

  <Card title="Quick start guide" icon="compass" href="/uportal-guide/merchant-uportal-navigation/user-setup-and-management/quick-start-guide">
    Submit your first credit application and get a contract signed.
  </Card>

  <Card title="Frequently asked questions" icon="circle-question" href="/frequently-asked-questions/accounts-and-consumers/uportal-360-setup-tips-and-tricks">
    Answers to the questions we get most from merchants and consumers.
  </Card>

  <Card title="Glossary" icon="book" href="/glossary">
    Acronyms and terminology used across UGA Finance, UAS, and uPortal360.
  </Card>
</Columns>

## By task

<Columns cols={2}>
  <Card title="Credit applications" icon="file-signature" href="/credit-application-process/faq-applications-and-signing">
    Send applications, resolve pending apps, and handle approvals and declines.
  </Card>

  <Card title="Managing contracts" icon="file-contract" href="/managing-contracts/faq-contracts-and-modifications">
    Add charges, process returns, and request modifications.
  </Card>

  <Card title="Payments & servicing" icon="credit-card" href="/servicing-and-consumer-payments/faq-consumer-payments">
    Consumer payments, autopay, statements, fees, and due dates.
  </Card>

  <Card title="Reports & invoices" icon="chart-line" href="/reports-and-invoices/faq-reports">
    Report sets, billing invoices, and reconciliation.
  </Card>

  <Card title="Support tickets & cases" icon="ticket" href="/support-tickets-and-cases/faq-cases-support">
    Open a case, track a support ticket, and escalate consumer complaints.
  </Card>

  <Card title="Integrations & API" icon="code" href="/integrations-and-api/api-v2/implementation-guide">
    API implementation, Salesforce integration, and sFTP access.
  </Card>
</Columns>

## Understanding the program

<Info>
  **SRV vs. PUR** — In the **Servicing (SRV)** program, UAS collects payments and services contracts
  while you retain ownership. In the **Purchasing (PUR)** program, the contract is sold to or
  originated by a direct lender and is no longer owned by you. Many procedures differ between the
  two, so check which program a contract belongs to before acting.
</Info>

<Columns cols={2}>
  <Card title="Serviced vs. purchased" icon="scale-balanced" href="/finance-programs-pur-and-srv/general-finance-program-information/serviced-v-purchased-account">
    How the two finance programs differ and what it means for you.
  </Card>

  <Card title="Help & contacts" icon="address-book" href="/help-and-contacts/clone-support-contacts-resources">
    Client Success, uSupport, Billing, and the Consumer Help Desk.
  </Card>
</Columns>

## Need help?

Your **Client Success Manager** is your primary point of contact. You can also reach the team at
[clientsuccess@ugafinance.com](mailto:clientsuccess@ugafinance.com) or **(888) 842-2461**, Monday
through Friday, 8:00 AM – 5:00 PM CST. For portal issues, contact
[uSupport](mailto:usupport@ugafinance.com).