Consumer Portal Service

The Consumer Portal is an optional service from Finvi that requires a subscription and use of the Payment service. For more information, contact your Finvi Support representative.

The Consumer Portal is a secure web payment portal that allows consumers to:

View account information
Make payments
Review payment history
Establish Scheduled Payment Arrangements (SPAs)
Update demographic and communication preferences
Give and revoke consent for various forms of communication

From the Portal Setup Menu, you can:

Consumer Portal example scenario

Agencies can update the appearance of their Consumer Portal by logging into their cloud "Command Center" to set their own text, logos, and colors. Agencies can also setup individual clients so they can have their own colors and branding. This is done by using a "Brand Key" which is set for clients in the agency's cloud Command Center, then linked to the brand key field stored in the client's Control record. See Creating or changing the Client Control Record for more details.
Your agency's consumer portal configuration and design may differ from the example shown below.

The consumer uses information provided by your agency to access the Consumer Portal in a web browser.
The consumer enters the required information to login.
The consumer agrees to the user agreement.
The Consumer Portal may display an automated messaging consent form.
The Consumer Portal displays the account and debtor information. At this point the consumer can update contact information, make a payment, view their payment history, etc.