Requirements to utilize the financing feature on your Payments Portal
Review the steps below to enable financing in your Payments Portal.
In order for us to streamline your financing integration in the AndDone payments portal, complete the steps below.
Please note: Onboarding@anddone.com will send you an onboarding email and instructions for completing the DocuSign package mentioned below if you are new to financing with IPFS.
1. Login to your IPFS.com account. (required)
Sign in to your IPFS.com account at least once to activate the account. Account activation allows us to begin the AndDone and IPFS integration mapping. Please contact your IPFS representatives to get more detailed instructions for this step.
2. List your Carriers (optional)
In the spreadsheet included with your DocuSign onboarding paperwork, add each carrier’s name and physical address.
3. Provide your GA (General Agent) or Wholesaler (required)
In the spreadsheet included with your DocuSign onboarding paperwork, add your GA or wholesaler’s name and physical address.
4. Sign the IPFS E-Sign and Down Payment forms (required, if not previously completed)
Forms will be included with your DocuSign onboarding paperwork if you have not already previously completed.
If you are already financing with IPFS prior to onboarding we will automatically map your active carrier and GA lists.
Once I Submit the DocuSign, What are My Next Steps?
After your DocuSign has been submitted, our team will review and let you know if additional information is needed.
When your payments portal is ready, you’ll receive a confirmation email with instructions to schedule an optional training call. This call will walk through your financing feature best practices.
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If you need assistance or have any further questions, please click here to contact our support team.