Basic Navigation and Processing in Client Central.

1. Creativity, Spirit and Excellence
Training Session 2
Access and Navigation
Equiant Client Central

2. Client Central Basics I
• Log-in & Navigation
• Account Lookup
• Tips and Tricks
• Account View Options
• Express View
• Account Details
• Developer Information
• Account Modify Options
• Alerts
• Contacts
• Comments
• Loan History
• Account History
3/14/2023 © 2010 - 2023 Equiant

3. Client Central Log In
• Users can reset their passwords by
clicking the Forgot Password
option
• Enter your username and click
Generate New Password
option.
• A new temporary password
will be emailed to you.
3/14/2023 © 2010 - 2023 Equiant

4. Home Page
• The home page includes an announcement scroll detailing current information and helpful Client Central user tips.
• Account Number allows you to enter the 12-digit Equiant # or the customer's name.
• If an account # is entered with spaces, dashes or underscores, they are trimmed and the 12-digit account # will
appear.
• After entering the account #, you can enter or select the page you want rather than selecting the ‘Go’ option.
1. The items on the right allow a user to:
• Return to the Home Screen
• Contact the Client Services team with questions, comments, or requests.
• Update their user profile, Print the page they are on, and log out by opening the three-dot menu
3/14/2023 © 2010 - 2023 Equiant

5. User Settings
• You can update your email address and phone number.
• The email address listed is used for sending new passwords when you select
‘Forgot Password’.
• Ability to default the below pages to open a section when you enter an account
number.
• Account Lookup Preference
• Landing Page
• Note Type
• Transaction Order
3/14/2023 © 2010 - 2023 Equiant

6. General Navigation
Account Lookup: Used to
review account information
Reports: Provides a lists of available ad hoc,
reoccurring scheduled, and legal reports
Administration: Allows for
Admin user to complete
organization level adjustments
Each header could be different per user
pending on their access permissions.
Campaign: Provides list of
delinquent accounts for Collection
3/14/2023 © 2010 - 2023 Equiant

7. Tips & Tricks 1. Floating Note & Status
Bar - start, continue
and complete notes
from multiple screens.
Provides quick glance
to an account’s critical
status. Can be viewed
from any screen.
2. Collapsible BLUE
Banners - expand only
what you need, or
everything, you
choose.
3. Hover over key fields
or BLUE text to reveal
their secrets.
4. Alerts can be entered
and updated from any
screen. Multiple Alerts
are possible on a
single account.
3/14/2023 © 2010 - 2023 Equiant

8. Account Lookup
• Access by clicking
on the “Account
Lookup” header
• Search by phone
number, name, old
acct #, viewed date,
SSN, and more.
• Provides a list of
the available search
results to select
from.
3/14/2023 © 2010 - 2023 Equiant

9. Express View
• Often referred to as
Agent View because it
provides a snapshot the
account
• Contact info - Address,
phone and email
information can be
updated.
• Provides a quick glance
at critical account
information.
• Includes the comment
section to review recent
activity and notes from
prior actions.
3/14/2023 © 2010 - 2023 Equiant

10. Account Details
• Update consumer contact
information
• Identify and select other
accounts assigned to the
consumer
• Review:
• Loan Data
• Maintenance Data
• Document Custody
information. (If
applicable)
• And MORE
3/14/2023 © 2010 - 2023 Equiant

11. Loan History
• Demographic information displayed.
• Loan balance, contract and lender
information displayed.
• Loan payment, last transaction, interest
paid, and credit score displayed.
• Loan grand totals displayed.
• Printer friendly option is available by
selecting the three-dot menu and
“Print”
• Current year transaction information is
displayed on top and is expanded for
convenience.
• Transaction detail includes date,
amount, type, application breakdown,
payment method and information.
3/14/2023 © 2010 - 2023 Equiant

12. Account History
• Account History houses all
the changes on an account
from Disposition Codes,
Lender Codes, Loan
Amendments, and Collection
changes.
• Loan disposition history is
displayed on top. The other
account information is just a
click away.
• Maintenance Disposition
• Lender Codes
• Transaction History
• Collections History
• Loan Amendments
• Others
• You can review all account
changes on one screen.
3/14/2023 © 2010 - 2023 Equiant

13. Developer Information
• Procedures
• Policies
• Hints
• Reminders
• Everything right where
you need it
• Organized and ready to
go
3/14/2023 © 2010 - 2023 Equiant

14. Comments • All actions taken, transaction
processed, status updates,
payments, etc. stamp an auto note
detailing the specifics involved.
• Additional comments can be
entered for customer service and
collection activity.
1. Exit Codes can be entered by a
Call Center agent to identify
the response
• Notes are systematically reviewed,
looking for confidential information
such as bank or credit card
numbers.
• Comment Codes can
track and report or even initiate
further actions.
• ‘RD’ – Reason for
Delinquency
• ‘CT’ – Customer Complaints
• Comments cannot be altered or
deleted once entered, becoming a
permanent portion of the account.
• Printer friendly option is available
by selecting the three-dot menu
and “Print”
3/14/2023 © 2010 - 2023 Equiant

15. Contact Information
• Manage Consumer
contact information
• Identify a bad address
for future reference
• Track address and
phone history
• Update or view
consumer names
3/14/2023 © 2010 - 2023 Equiant

16. Transmittals
• Transmittals are used to adjust the account
• This covers everything from disposition changes to waivers
• Comments may be entered when a Transmittal is entered to provide additional
details
• Lender Code may restrict some access if approval is needed before the change
3/14/2023 © 2010 - 2023 Equiant

17. Questions?
We likely covered a lot of information. If questions come to you
later, please reach out to us.
Adam Brigham
abrigham@equiant.com
Steve Narro
snarro@equiantl.com
Tim Upschulte
tupschulte@equiant.com
3/14/2023 © 2010 - 2023 Equiant