Introduction

Adjusting the auto-pay time ensures payments are processed at the most convenient time for the customer.

Aligning auto-pay time with the customer’s preferences enhances their experience.

Flexibility in payment processing contributes to customer satisfaction.

 

Step 1 – Locating Customer’s Account

Begin by locating the customer’s account in Loan Pro.

 

Step 2 – Navigating to Auto Pay Settings

Go to the “Servicing” tab and select “Auto Pay.”

 

Step 3 – Editing Auto Pay Settings

Click on the pencil icon to edit the auto-pay settings.

 

Step 4 – Selecting Payment Profile

Choose the payment profile to be used for autopay and click “Next.”

 

Step 5 – Editing Auto Pay Details

Edit auto-pay details accordingly based on the customer’s preferences.

 

Step 6 – Advance Options

Select “Advance Options” for additional settings.

 

Step 7 – Processing Time

Under “Processing Time,” select the time the customer wants the payment to be processed.

 

Step 8 – Time Zone Consideration

Note that the time is in Pacific Time. Confirm the customer’s time zone and convert to Pacific Time.

 

Step 9 – Confirm and Save

Click “Next” to confirm the changes made.

Select “Finish” to save the updated auto-pay settings.

 

Step 10- Customer Notification

Inform the customer about the adjusted auto-pay time.

Ensure they are aware of the processing time in Pacific Time.