Based on user feedback, we have:
We’ve streamlined the experience for capturing the customer’s Method of Payment, allowing you to get them signed up faster.
Certain payment options, like automatic payment, will now be pre-selected based on application or program type.
The ‘Method of Payment Authorization’ section on the ‘Create Documents’ screen replaces the previous ‘Method of Payment’ form.
If direct debit is required, the ‘Automatic Payment’ checkbox will be pre-checked (and may not be unchecked).
If there is no payment due at signing, the ‘Amount Due at Signing’ checkbox will not be checked (and may not be checked).
If there is a specified amount due at signing, the ‘Amount Due at Signing’ checkbox will be pre-checked (and may not be unchecked).
You will be asked, ‘Have you obtained the Lessee’s payment information?’
The Lessee will receive an email linking them to a landing page where they can:
If direct debit is required, the ‘I authorize TimePayment to automatically withdraw payments due via EFT or Credit Card.’ checkbox will be pre-checked.
If direct debit is not required, the Lessee has the option to authorize automatic payments and submit their information.
If payment is due at signing, the amount due will be indicated.
The Lessee then generates the documents to review and sign.
The Request Change button has moved to the top of the page.
And, now the dropdown includes only the following options:
The name of the ‘Documentation’ section has been change to ‘Application Progress’ to better highlight the area where you can view your deal activity.
The feature that enables you to upload additional documents to your deals has been removed and replaced with an Add Document button, which is now in the section footer of Application Progress. This change provides you the same functionality as before and more clearly reflects the most efficient pathways for you to provide the supporting documentation needed to fund your deals fast.
Watch and interact with a guided walkthrough of the new InfoHub™ (approx. 10 mins)
InfoHub™ Release Notes Walkthrough
You will now be prompted that your Username has been replaced with your registered user email address.
Pipeline application history results will show your past 6 months of results by default now instead of 90 days.
Back to Top All address fields in the apps are now referencing the USPS address database in real-time once the full address is populated, rather than on submit (the address suggestion popup will no longer exist). Data will be autocorrected with warnings to indicate changes made for you or required by you. You will notice the following happening automatically as you proceed to enter any address:
The equipment types listed have been updated to fit the wider variety of equipment types supported currently. You will notice more options to choose from.
For each deal you will see a list of pending requirements, their status, and the latest comments. Each type of requirement has new built-in workflows to streamline the review and improve communication on details for completing.
General Session Expire Time – Enhanced security time-out is now default throughout InfoHub. Open sessions will expire after 30 minutes of inactivity, with a 30 second countdown warning. Any activity in InfoHub will reset the timer to 30 minutes.
Dealer Code Popup Removed – No longer checking that a dealer has programs on login. Users will not be allowed to submit an application without an active dealer program.
Change Login Email added to Header Navigation – A new option to change the user’s email login now appears under User Settings. Previously it was not possible to change an email address tied to the account.
My User Profile Options Updated – Changing name and email address has been moved to a new section since it is now the identity key. Security questions are no longer used.
Password Security – new password requirements for enhanced security.
Lessee Industry Field – the entire dropdown list is now organized alphabetically.
Dealer Information Update – the Office listed in the Dealer/Equipment Info section may be replaced for dealers that only have relationships to payees in the current offices table. Office and Salesperson fields will not show in the app for the dealers who are not configured for multiple locations or salespeople associated with specific locations. Dealers configured for multiple locations will see the same names and labeling as before.
Desired Product – the descriptions of the product options have been updated to be more clearly organized and in plain language.
Tax Calculator Updates – the following has been changed to the sales tax calculator form and results:
Lease Calculator Updates – you must now select an Industry and Sub-Industry from the drop-down lists for those fields to calculate a payment.
Customer Quote Tool Updates – the quote tool will no longer pre-populate with the application number and program selected when the application is submitted. Product names have been simplified and options for each display as applicable (advanced payments, deferred, etc.).
Application Summary – the Dealer, Office, and Salesperson Header information is moved to a new dedicated section for Dealer Info.
Dealer Info – this is a new section where the dealer code, name, office, salesperson, and payee codes are available to view. The office, salesperson, and equipment vendor fields are editable.
Cancel Application Dropdown Update – the option “Not moving forward with deal” has been removed.
Our custom funding programs enable equipment sellers to turn one-time transactions into long-term relationships. Our platform provides financing solutions to turn up-front costs into simple monthly payments.
