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Client Portal Tutorials

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"New Account" Section

Itemizing Credits and Fees when Placing Accounts

This video teaches clients to itemize credits and fees when placing accounts after choosing their itemization date.

Placing Accounts with Fee

This video is for Atlas Financial Services clients placing accounts on our Client Portal. This video shows our clients how to place accounts with the new CFPB regulations when itemizing any additional fees after the Itemization date they choose.

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"File Drop Box" Section

How to Drag and Drop Files

This video shows our clients how to drag and drop files in our client portal for their accounts in collections.

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How to Upload Bulk Accounts with CSV or Excel

This video shows our clients how to upload accounts in bulk using a CSV or excel file; It makes the process smoother when placing with us.

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Export Reports

How to Export Reporting

This video shows Clients how to export reporting from our client portal. There will be a total of three separate ways to export reporting.

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Exporting Custom Report

This video teaches clients how to customize how they view the accounts they have placed in the “Search Results Section,” After customizing, they will be able to export the custom report.

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Search and View Accounts

How to Search and View all Accounts

This videos shows how to view and search accounts on our Client Portal.

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Bulk Upload Placements

How to Upload Accounts in Bulk

This video shows you how to upload accounts in bulk using and Excel or CSV file.

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"Update Individual Account" Section

How to Search and View all Accounts

This videos shows how to view and search accounts on our Client Portal.

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