Client User Guide
Welcome toConcordLink
Welcome to the ConcordLink User Guide. This documentation covers everything client agents need to navigate the platform, manage borrower accounts, process payments, and complete day-to-day servicing tasks.
Getting Started
New to ConcordLink? Start here to understand the platform, learn key terminology, and orient yourself to the interface.
| Page | Description |
|---|---|
| Introduction to ConcordLink for Agents | What ConcordLink is, how to set up your account, and how it differs from legacy systems. |
| Definitions and Acronyms | Key terms, industry vocabulary, and ConcordLink-specific abbreviations. |
| ↳ Acronyms for Agents | Full alphabetical list of shorthand codes used in notes, logs, and system fields. |
Navigate the Platform
Learn how ConcordLink is structured and how to move between clients, products, obligations, and obligors.
| Page | Description |
|---|---|
| Navigating ConcordLink | Platform hierarchy, dropdown menus, and how to access key areas. |
| ↳ ConcordLink Home Page | Dashboard features, navigation bar, activity feeds, and TrueBI. |
| ↳ Company Homepage | Client-level hub with products, lenders, reports, and configuration. |
| ↳ Product Menu | Product overview, activity logs, data tools, scripts, and segments. |
| ↳ Links to Obligations and Obligors | How to access and filter the full list of accounts and borrowers. |
| ↳ Obligations Page | Account details, tabs, Actions menu, and payment management. |
| ↳ Obligor Page | Borrower personal details, contact info, and linked obligations. |
Tasks and Actions
Step-by-step instructions for the most common workflows you'll perform as an agent.
| Page | Description |
|---|---|
| Tasks and Actions | Overview and index of all agent workflow pages. |
| ↳ Customer Service Tasks | Account access, login help, editing contact info, communication preferences. |
| ↳ Navigation, Setup, and Administrative Tasks | Search, notes, logs, audit history, and portal settings. |
| ↳ Portal Settings | Branding, access controls, URL configuration, and registration management. |
| ↳ Payment Tasks | Viewing history, processing payments, and accepting payments. |
| ↳ Collection Tasks | Status changes, escalations, hardship requests, past-due workflows. |
| ↳ Statements and Documents Tasks | Statement generation, viewing, uploading, and managing documents. |
| ↳ Reporting Tasks | Running reports, exporting data, and configuring TrueBI. |
Start with Introduction to ConcordLink for Agents if you're new to the platform, or jump directly to any section above.