Future Payment Plans Enhancements

Released 11/5/26

There are a few small enhancements to future payment plans.  

1. You can now export the dashboard.

2. Completed plans now appear on the dashboard.

3. A Total now appears at the bottom of the dashboard. It represents the number of plans displayed.

4. In the Plan Terms set of creating a plan, the label for the Total Balance box has been changed to “Guarantor Responsibility After Down Payment” to make it clearer what the amount represents.

5. In the Plan Terms step of creating a plan, you specify the treatment placement date and months remaining.

6. In the Payment Method step of creating a plan, there is now an option to auto start the plan upon receiving the digital signature.