Who is this for:
Merchant (Retail Seller) users.At the end of this guide:
You’ll be able to submit a Credit Application with the uPortal360 platform, receive an approval or decline result, choose payment options, and sign a contract agreement to begin financing through the Classic or Direct-To-Consumer Interface.Merchant Training Guide
This guide is created specifically for Merchants to understand how to use uPortal360 for their business and consumers. It’s a brief overview of the whole process. You will see how to use uPortal360 to manage your users, view your assignment invoices, and all the features you have access to.Merchant Finance Training Guide - UGA Finance Program
Generic Merchant Training Deck
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Direct-to-Consumer Application Process (Apply)
This Consumer Application Process Quick Start Guide is written specifically for consumers and merchants so if they have questions for your employees you can copy information from the guide below into an email that would take them through the application process and help them with common errors that may occur.Direct-to-Consumer QuickStart Guide for Merchants
QuickStart CreditApp Consumer
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Direct-to-Consumer Training for Merchants
uPortal360 Apply Standard Training
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uPortal360 Apply Standard Training Screenshots
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Update - Charge Entry through uPortal360In the training material above, the process to enter the charge for a consumer application requires entering the consumer application and a merchant PIN code.We have released a simplified feature that allows you to enter the charge directly from uPortal360. Please see the Release Notes for this enhancement for a full walkthrough.
Classic Merchant uPortal360 Application Process
Our classic interface supports credit application processes where our merchants (Retail Sellers) are working with their consumers and helping them through the financing process.Classic Quick Start Guide
UAS uPortal360 QuickStartGuideClassic
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Classic Training
Training Origination Classic RICA
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