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