How to view and change processor instructions

How to view and change processor instructions

Overview

Organizations that utilize our software, process applications differently.  They have different rules, policies, checks and balances.  Custom instructions for staff are written within the portal itself.   These instructions are always visible to staff while processing.  

Getting started

Your community settings already have a generic set of instructions.  These instructions were written by your account representative.  You may want to customize your instructions further.  For example, you may need to remind staff to see if they are current on their HOA dues or decline applications without a proper photo ID.    

How do I customize these instructions?

First, go to the community settings in the Application Portal.
  1. Click on the Menu
  2. Click on Community
  3. Select the community from the drop down list
  4. Be sure to use the Save button after making changes


Then scroll down to the section Processor Instructions.  Edit the instructions as needed.  


NOTE: This should only be done for Self-Service clients.  If you are a Full-Service client, adjusting these settings may delay processing.  Full-Service clients, contact your AGS Account Representative.