Allow Emergency Deposit
How to enable the Emergency Deposit feature for specific customers through the CRM.
How to enable the Emergency Deposit feature for specific customers through the CRM.
How clients can request emergency funds through the Client Portal with specific conditions.
Methods and procedures for repaying emergency deposits within the 72-hour timeframe.
Detailed explanation of formulas and calculations used for Emergency Deposit limits.
How to monitor and manage emergency deposit requests through the CRM interface.
Overview of the Emergency Deposit feature that allows clients to add emergency funds to prevent account trade-outs.