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    Alleviate Training Day 2

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    Erik Ramirez
    The document discusses enrollment training for a finance department. It covers using the enrollment tab to enroll clients, transactions, savings views, ACH debits for monthly payments, custodial fees, disbursement fees, and earned performance fees. It also mentions that the success fee earned is 25% of what the client pays through their payment program and explains how to calculate requested loan amounts using current debt amounts, settlement commitments, and earned performance fees.

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    Alleviate Training Day 2

    Uploaded by

    Erik Ramirez
    14 views1 page
    The document discusses enrollment training for a finance department. It covers using the enrollment tab to enroll clients, transactions, savings views, ACH debits for monthly payments, custodial fees, disbursement fees, and earned performance fees. It also mentions that the success fee earned is 25% of what the client pays through their payment program and explains how to calculate requested loan amounts using current debt amounts, settlement commitments, and earned performance fees.

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    The document discusses enrollment training for a finance department. It covers using the enrollment tab to enroll clients, transactions, savings views, ACH debits for monthly payments, custodial fees, disbursement fees, and earned performance fees. It also mentions that the success fee earned is 25% of what the client pays through their payment program and explains how to calculate requested loan amounts using current debt amounts, settlement commitments, and earned performance fees.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    14 views1 page

    Alleviate Training Day 2

    Uploaded by

    Erik Ramirez
    The document discusses enrollment training for a finance department. It covers using the enrollment tab to enroll clients, transactions, savings views, ACH debits for monthly payments, custodial fees, disbursement fees, and earned performance fees. It also mentions that the success fee earned is 25% of what the client pays through their payment program and explains how to calculate requested loan amounts using current debt amounts, settlement commitments, and earned performance fees.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    of 1

    DAY 2

    Enrollment Training
    Enrollment tab to enroll a client
    Transaction - provides everything about transitions
    Savings View -

    ACH Client Debit - Client's monthly payment program


    Custodial Fee -
    Disbursement Fee - amounts that are extra money to pay the creditors
    Earned Performance Fee - charges that un-performances

    25% - success fee is what Alleviate earns from giving the client a payment program
    Why is the payment changing during the program

    Thank you for calling Finance Depart


    enrollment Tab is the clients DPG amount
    Learning to use Lending USA site

    Requested Loan Amount will be =


    Current Debt Amount + Sett Commit + All Opened Earned Performance Fees

    5610 + 20801.45 + 13388.31 = 39,799.76

    Legal Loan Amount Calculator for litigation accounts


    Current Amount (of Legal Account(s)) X 0.45= (XYZ) + Current + Opened EPFs+Settlement
    Commitment
    FSL (Approved Loan amounts are Minimum $1,000- Max Approved $35,000)

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