Process for Support and Development (Monday Logging Process)

Support Processes

• Process for deleting a tenant

• Process for extending free trial

• Process for adding modules/users or changing version

• Process for Customer adding a card to Chargify

• Process for converting a free trial to a customer

• Process for Canceling a Customer

• Process for Sending a Customization Proposal

• Process for adding a customization charge to Chargify

• Process for Tenant Restoration

• Process for Setting Up a Multi-Tenant User (SSO)​

• Process for Upgrading Annual Subscriptions

• Process for Converting Past-Due Free Trails to Customers​

• Process for Authenticating Domains for Email Branding (SendGrid)

• Process for adding a trial to Maxio's ACH Option

• Process for Reactivating Cancelled Maxio Subscription

• Process for QuickBooks to Maxio Billing Upkeep

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Training Response Templates

• Customer Success Training Sessions - Basic Bryt Implementation 

• Customer Success Training Sessions - Setting up Automated Notices

• Customer Success Training Sessions - Configuring Complex Loans

• Customer Success Training Sessions - Recording Loan Payments

• Customer Success Training Sessions - Setting up Document Templates

• Customer Success Training Sessions - Creating Custom User Fields

• Customer Success Training Sessions - Setting up User Access Levels

• Customer Success Training Sessions - Working with Investments (Beta)

• Customer Success Training Sessions - Setting up ACH

• Customer Success Training Sessions - Importing Data Into Bryt

• Customer Success Training Sessions - Adding Impound(s) to a Loan

• Customer Success Training Sessions - Working with Lender Fees

• Customer Success Training Sessions - General User Training

• Customer Success Training Sessions - Setting up your Borrower Portal

• Customer Success Training Sessions - Adding Assets to a Loan

• Customer Success Training Sessions - Working with the Register

• Customer Success Training Sessions - Other

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Incident Response and Policy

• Bryt Down Response Process (Emails to Clients)

• Bryt Incident Response Plan

• Bryt Incident Response Policy

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Work Policies

• Policy for Advanced Module Requests

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Employee Policies

• Paid Holiday Policy