All requests

we would like to be able to better track staff activities when working but not active in the phone system.

We have fraud attempts coming in from various means on accounts. I would like to be able to "flag" accounts (and phone numbers if possible) to help notify our staff to proceed with caution

I would like to be able to track requests for refunds/pullbacks/same day direct deposit requests along with having an approval process/list view for team leads and supervisors.

Currently, the process of determining/sending compensation for certain items is done "in tribe", with no vetting outside of one person who just happens to take the email or call. It has resulted in almost 130,000$ in erroneous margin paid out this...

I need Generic MIDs created for my team to be able to log calls in the Servicing Site for specific call types that would not have a location MID associated with it. Similar to the MIDs we have set up for Chockstone and SVS. I would like MIDs creat...

The Customer Engagement option in Client Maintenance (on Atlas), does not allow RMs to select "Customer Intelligence Suite Premium" as a product.

currently I can see and report on all SRM's - I have hired 2 area managers and they report to me. They each have 1/2 the USA of SRMs reporting to them. Midyear 2023 I will be hiring 2 more and dividing the USA into 4. To be able to see each team a...

Within Servicing, Heartland Gift merchants all have a Gift icon at the top of the page (Gift, Standalone, Dealer). This icon houses the Gift account info the Heartland Gift team uses to support the merchant. If there is a multi location chain, all...

We have a few updates that have been requested of the Gift product in Atlas. When placing a card order, if the order is priced below the minimum it's assumed that the difference is billed to the RM. We have several RMs who are not aware of this an...

Add installment payment information on the Billings & Funding ACH tabs in the Servicing Site. The team would like to have an indicator to show how many payments the merchant has made (e.g. "Equipment Billing 2 out of 6" to indicate 2 out of 6 ...