Invite Customer
Overview
Learn how to invite your customer to Vixo Link's customer portal to securely and efficiently provide required data for your underwriting workflows via Vixo Link.
Inviting Customers via Vixo Link
Create Customer Form
To invite a customer to provide necessary financial data the first step is to click the Add Customer button. You will be presented a Create Customer form.
The Create Customer form contains the following text fields:
First Name
Last Name
Email
Phone Number
You will notice a dropdown field. This is where you can select you preferred banking link integration. We recommend you stick with the default option – waterfall.
The preferred banking link integration. The default state is waterfall, which we recommend. However, you also have the options for Plaid and Finicity.
Stick to the Waterfall Default for Customer Banking Integration
We recommend keeping the dropdown field as default to ensure the best settings.
Finally, there are two radio buttons to select from where you can decide the invitation method to the Customer Portal form where your customer will provide their banking data and verify their ID. The first is email, the second is phone number (SMS).
All customers you add will appear in the Vixo Link embed within the CRM.
Customers you invite to the customer portal, where loan applicants provide data for due diligence (e.g., statements), will have their data automatically integrated back into your CRM once they complete the customer portal form.
In addition to these fields, you have the option to invite the customer via email or phone number. You can make this selection using the radio buttons provided. Make sure to review the entered information before submitting the form by clicking on the Add Customer button.
Customer Portal Invitation Link
Following this, the customer you have added will be sent the Customer Portal URL where they can link their bank account and upload relevant documents and files. You can learn how the customer interacts with the portal via our guide on customer portal interaction.
You will see a notification alert when your customer completes the form via the notification icons when they are marked red.
Occasionally, due to issues with our banking link partners, the automated Customer Portal invitation may be delayed. If it takes an irregular amount of time for your customer to complete the application, we recommend that you manually send the customer their unique application link.
Troubleshoot Delays with Direct Links
If there's a delay in the automated Customer Portal invitation, you have the option to manually send the customer their unique application link to speed up the process.
Send Link Manually
Click on the Customers tab in the main menu.
Select the customer you want to send their unique Customer Portal URL to.
Click the the three dots next to their name.
Click the Customer Portal option
This will redirect you to the unique customer portal URL
Copy the URL from your browser and share with the customer
After generating the unique portal URL for a customer, it's important to inform them about the link. This ensures that they understand its purpose and how to use it. Knowing the purpose helps them engage with their personalized customer portal effectively.
Start by explaining that the link provides access to their secure customer portal.
Highlight that the portal allows them to link their bank account and perform other secure actions.
Reassure them about the security measures in place.
Frequently Asked Questions
On occasion, there are issues with the automated link submission, due to issues with our banking partner's connections. In this instance, you can send the link manually by clicking the three dots to the right of the customer's name within your Vixo Link CRM embed.
Yes you have the option to delete customers by clicking the three dots (ellipsis) menu and clicking Delete Customer. You can also keep the customer record while deleting their financial data from your CRM by clicking the Disconnect button in the Account tab.