Any consumer data that is housed within an agency’s CRM can be presented in the portals. Account notes can be customized to only import select amounts such as the last 3-5 lines. You can also regulate notes presentment base on individual client settings.
Is Applied Innovation a payment industry processor or gateway?brandingarc2022-05-09T16:12:27+00:00
No, consumers can make a onetime payment with PayStream Xpress without creating a username and password. To view all accounts and the payment negotiation platform, credentials would have to be created by the consumer.
Does PayStream only facilitate consumer payments or is there other functionality?brandingarc2022-05-13T17:02:21+00:00
Much more functionality. Consumers can view all of their accounts, communicate with the agency through secure messaging, review payment receipts, refer to recurring payment plan dates for future debits, and dispute accounts if dispute buttons are activated.
How long has Applied Innovation been in business?brandingarc2022-05-09T16:13:27+00:00