Payments documentation covers manual loan payments, resident portal payment links, online posted payments, underpayments, overpayments, final payments, backdated historical payments, payment adjustments, reversals, and payment distribution.

Payments Articles

What Payments Supports

Use these articles when staff need to:

Record a manual payment on an open loan.
Decide how to handle an underpayment or waiver.
Decide whether extra funds should apply to future payments or principal only.
Generate or cancel resident portal payment links.
Review posted online payments, refunds, returns, and reversals.
Correct a locked, imported, online, escrow-related, or historical payment.