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Customer Success Training Recording Loan Payments

Confirmation Email:

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Hello (Client Name),

 

Thank you for scheduling a Customer Success Session with Bryt Software. In this session, we will discuss the different payment options found within Bryt, how to utilize them, and the payment allocation process.

 

·       Regular Scheduled Payment

·       Unscheduled Payment

·       Payoff Loan

 

We look forward to speaking with you via Zoom for our Recording Loan Payments session.

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Thank You Email:

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Hello (Client Name),

 

Thank you for attending our Recording Loan Payments session.

 

Here is an outline of what we covered:

•   Item 1

•   Item 2

•   Item 3

 

If you would like to review any steps to recording a loan payment, paying off a loan, or the payment allocation process, you can refer to our Product Guide. Included are some links that may assist with your search.

 

•   Regular Scheduled Payment

•   Unscheduled Payment

•   Payoff Loan

•   Payment Allocation Process

 

As always, let us know if you have any questions, and thank you for scheduling a Customer Success Session with Bryt Software.

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TRAINING GUIDES

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Use the following Document 360 pages to support the training session:

 

•   Regular Scheduled Payment

•   Unscheduled Payment

•   Payoff Loan

•   Payment Allocation Process

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