In this guide, we'll delve into the essential configurations associated with FlexFund within your ISN account. These configurations empower you to tailor the FlexFund tool to your specific needs. Let's explore each section comprehensively
1. FlexFund Fees & notifications
Enable FlexFund System: This option allows you to activate the FlexFund tool within your ISN account.
Email Address for Status Notifications: Designate the email address where you will receive notifications regarding the status of each order, including events like order funding.
FlexFund Fee per Submission (to Your Company): This fee is charged to your business for each order submitted using the FlexFund system and is non-adjustable.
FlexFund Fee Per Inspection (to Client): Specify the additional amount automatically charged to clients for each FlexFund inspection.
Minimum Order Size (in $) Required to Offer FlexFund: FlexFund will be available to clients if the order amount exceeds this specified minimum.
Maximum Order Size (in $) Required to Offer FlexFund: FlexFund will be available to clients for orders below this specified maximum amount. For orders at or above $2000, Guardian charges 10% instead of a flat fee.
FlexFund Email Template and Email Event: Preview the content of the email template and integrate the FlexFund email event into your ISN account.
Send an Email to Buyer's Agent about Closing Info: If your client lacks closing company information, use this option to notify the buyer's agent. Guardian Payment Processing will contact the agent to obtain the necessary details.
2. Chart
This chart provides valuable insights to help you determine the appropriate charges for FlexFund inspections based on your FlexFund volume.
3. Funding Account
This section allows you to input your account details, which are crucial for funding purposes.
4. Getting Started
In the following section, you will find a checklist serving as a guide for the necessary configurations once the FlexFund feature is enabled.
By default, once FlexFund is enabled on your account, ISN will automatically create the following options simultaneously, eliminating the need for you to add them manually:
FlexFund Fee
FlexFund Control
FlexFund Service
5. Services and Inspection Types
Customize which of your offerings are eligible for FlexFund in this section. Any changes here will be reflected both on your order forms and within your online scheduler.
With a clear understanding of each section within the FlexFund panel, you are now ready to commence the configuration process. Begin with the first step outlined in the checklist, moving toward seamless integration of the FlexFund tool into your ISN account.
To enable FlexFund, please refer to the following article for detailed instructions: Enable FlexFund from ISN
Need more help?
If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.