Finance Settings
If you do your own Internal Financing for monthly pay OR have the API connection and use Valet Finance, then you can create and edit the settings for that finance agreement in black. Permissions There are permissions required to access this part of the module, if you need access please contact your Digital Cham…
New Finance Agreements (PFAs)
If you have policies in the platform that are on monthly pay, and you are switching the premium finance to Valet Finance OR there is another change like the interest % is increased, the customer will need to accept a new premium finance agreement (PFA) when the renewal comes through. This is the process for this…
