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Accounting
Accounting This is where we will show you how to reconcile your accounting numbers using the tools available to you in Infinity. The very first step in accounting is understanding the two accounting methods: Cash Basis Accounting, and Accrual Basis ...
Customer Profile
Customer Profile Header The customer profile page is divided into two sections: A "Header" section" and a "Loan Summary" section. This page outlines the attributes of the Customer Profile Header. You can also watch our video on this topic HERE ...
History
History The History tab provides a summary of the customers current and past loan history. The history button is located in the header section of the customer profile page at the top right of the page. When you click on the "History" button for a ...
3rd Party Integrations
Third Party Vendor Navigation Bar The Third Party Vendor/Verification Companies Tool Bar is located in the Header section of the Customer Profile. It pulls new Verification Reports, or allows you to view an existing Verification Report associated ...
Store
Store The "Store" link enables you to change the store that the customer is affiliated with. In Infinity Software, there are two "types" of stores in regards to where a customer profile is located. Customer Store: This is where the customer ...