Online Services Flashcards
What percentage of first schedules were submitted via online or mobile?
61%
Name TWO types of documents clients can view under “Documents on File.”
Authority
Insurance
What is the website address for AMP?
https://clients.apexcapitalcorp.com
All of the following are ways the client could use AMP EXCEPT:
A. Check credit on customers
B. View reports detailing account activity
C. Send compliance documents to customers
D. Search for equipment financing companies
E. Search for fuel pricing
D. Search for equipment financing companies
A client can request more credit than what they were approved for in AMP. True or False.
TRUE
Name THREE transaction types that can show up on a client’s reserve report
Rebates Factoring Fee Non-factored Payments Overpayments Underpayments Chargebacks Reserve Disbursements Reserve Adjustments Invoice Adjustments CFA Payments Reconciliation
Name TWO client reports that are available in AMP
Purchase & Advance Report Funding Report Reserve Alerts Report (over, under, NF, CB) Reserve Report Payment History Report Debtor Aging Report Debtor Concentration Report
Who has access to AMP?
A. Apex Employees B. Active Clients C. Leads D. A & B E. A, B & C
D. A & B