ASPIRE Customer Portal

 

Empower Your Customers

ASPIRE’s Customer Portal gives your customers instant access to lease and loan details such as payment date and amount, payment and tax history, estimated payoff, and bill pay. The Customer Portal integrates directly with your ASPIRE database to provide real-time snapshots of contract data to your customers. This can reduce the time for your customers to get answers and eliminate the need for internal information gathering for a callback.

The ASPIRE Customer Portal provides web-based access for your customers to manage their contracts securely online. 

  • ZIncrease customer satisfaction
  • ZOnline customer service requests
  • ZSecure Login for your customers
  • ZQuickly access contract documents

Features Available to Lessors and Customers

Contract/Agreement Detail

Grant customers 24/7 access to their contract and account information, create and track online service requests – all without picking up the phone or sending an e-mail.

Contract Summary Page (Dashboard)

Give customers access to all historical documents, contracts, balances, due dates, payments received, the amount due, and more.

Payment History

Provide customers with full payment history, which will allow them to view exact Payments Dates and Types. In addition, customers will have access to their check/reference number and ability to drill into each payment history to determine what the payment was made for (i. e., regular, late fee, or other types of payments).

Asset Information

Enable your users to view exact asset details related to their contracts. The asset information will include fields such as description, serial number, make, model, year, residual amount, financed amount, and the location.

Line of Credit Detail Displayed, if applicable

If your customer has taken advantage of a line of credit, it will be displayed prominently on their customer portal dashboard. This dedicated line of credit functionality will provide the customer with an overview of their Term amount, used, and remaining amounts as well as the expiration date.

Invoice / Statement History

Customers will not only have access to Payment History, but also the ability to download and view their actual invoices directly from the Portal.

Amortization Schedule

For EFAs or other loan type products, a customer’s Amortization Schedule can be viewable from the Portal dashboard. This will provide the customer with vital contract details such as Interest Rate, Principal Interest split, Open vs. Closed payments, and more. This Amortization Table will pull directly from the ASPIRE client and provide the customer with near real-time views of their payment schedule.

Customer EFT Payment Features

Manage EFT bank account for ACH Draws

Customers can enter the Portal and key in new bank account details that can be used to process payments in the future. If multiple bank accounts exist for a single customer, they also have the ability to mark it as a favorite account, so when payments are made in the future they will pull from that account.

Self-Service EFT Payments

Customers now have the ability to initiate their own payments through the Customer Portal. Customers can easily pinpoint the Past Due and Next Due total amounts per contract and initiate a payment for those contracts. They can schedule a specific date on when the funds should be pulled, the bank account to be used, and dictate the exact amount of funds.

Display of Open Invoices for Payment
Cancel Pending Payments

Customers can cancel any EFT Payment that they self-initiated through the Portal. This means they have better tools to manage when and how payments are made. Note: Customers cannot cancel regular rental stream payments. Those are still governed by rules in ASPIRE.

Document Access

Provide a secure location where your customers can access their most sensitive and needed documents from invoices to contract documents to insurance binders.

Quick Access to Any Documents
Document Type Security

Lessors have the ability to determine the exact Document Type that a customer can view, download, and upload. This means only the documents that the Lessor wishes to share will be accessible.

Two-Way Contract

Not only can customers download and view important documents shared from the lessor, but they can also upload their own documents directly from the Portal. These uploaded documents will then be accessible from the Lessor’s ASPIRE client. Lessors will have the administrative capability to determine the file types that can be uploaded (.xml, .doc, .pdf, etc.). Lessors can also determine whether a Document Type is required when a customer is uploading a document so they can categorize new uploads appropriately.

Notification When a Customer Uploads Documents

Easily configurable settings in ASPIRE will allow the Lessor to determine the e-mail addresses that are notified when documents are uploaded. Multiple e-mail addresses can be notified so document managers or other distribution lists are notified when documents are uploaded.

Service Request

Quickly Submit Service Requests

Customers can submit and communicate service requests directly to their Lessor. The Lessor will be notified via e-mail and activities will be generated in ASPIRE for tracking and follow-up to the customer.

Real-Time Service Request Status Visibility

Customers can easily log in to the Portal to determine the status of their service request. If the Lessor made any updates or provided any communication, it can be provided via e-mail or directly within the portal. This means fewer phone calls and more hands-off communication.

Service Request History

The history of all service requests generated is stored in the customer’s Portal account. This allows the customer to research answers to questions they may have had in the past. It also provides Lessors with the ability to report on service requests.

Unlimited Service Requests Types

Lessors can easily configure new service requests types in ASPIRE and publish them to the Customer Portal. A Lessor must simply create a new activity type in ASPIRE, which can then be synced with the portal. No development or technical skills are required. Customers then have the ability to open new service request tickets for items such as asset location change requests, payoff requests, contact detail changes, and more.

Administrative Features for Lessors

Application Tier

Customer Portal provides a level of self-services for the Customer to: 

Create Login and Password

ASPIRE can distribute an e-mail or document to a customer reminding them that they can enroll and manage their account through an online portal. After navigating to the designated URL, customers simply need to enter their e-mail address, which will automatically send them a password reset request. Once they complete this process, they will be enrolled in and able to access the Customer Portal.

Analytics for Lessors
  • Number of log-ins – How many customers are using the portal?
  • Pages Most Visited – Which pages are most valuable?
  • Visit duration – How long are my customers in the portal?
  • Service Requests – How many service requests are created on a given date range?
  • Payments submitted, canceled, made
  • Documents viewed/uploaded
Manage Users

Lessors have the ability to manually Activate, Reactivate, or Deactivate Customer Accounts from Portal Administration log-in. This is useful in situations where customers fail to properly enroll in the portal. Other times, lessors may need to deactivate accounts for specific purposes, locking access to the portal. It is also possible for the Lessor to manage additional administrator accounts and pinpoint customer accounts that are missing e-mail addresses.

Document Settings

Lessors have the ability to determine the file type that can be uploaded (.xml, .doc, .pdf, etc.). Lessors can also dictate the exact file size limit to provide so that lessors do not upload documents larger than they can process. Lastly, lessors can dictate if a Document Type is required when the customer uploads a document. This will allow ASPIRE users to easier categorize customer documents when uploaded.

Secure Account Logins Initiated in ASPIRE
“Forgot Password” Functionality
10-Minute Inactivity Log-Out
Private Label
  • Databases partitioned by Private Label
  • Limited trade-styling by Portfolio
    • If servicing deals under different company names, additional branded URLs can be issued to customers to remain consistent in servicing.
FAQ

Lessors are provided the ability to design their own configurable FAQ section in the Portal to give their customers the information they need most. There is no limit to the amount of information that can be stored in this section – Document Types.

ASPIRE Integrations

Optimization is a critical piece of any software solution. Our products feature a wide range of third-party integrations that improve the workflow efficiency of your business.

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