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September 21, 2022
Step 1: Navigate to the Payments tab
Step 2: Click the Download CSV button

Payment transactions now include helpful color-coded categorizations labels
Step 3: Select the range you want to download

Step 4: Open report in your desktop's Downloads folder
Personal details | Displays the consumer's name, address, account number, and balance details as of the date displayed |
Payments | Displays all completed, scheduled, and failed payments by the consumer and respective transaction dates |
Documents | Displays all documents uploaded by consumer or agent |
Message board | Displays the current conversation between the consumer and agent |

Last modified 10mo ago