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Step 1 · Complete your QM information. Step 2 · Schedule a meeting.
Your information is saved and available to the BECH team. Continue to your Account Center to schedule a meeting.
01/01/2025: Application submitted by MRobinson
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Updates and messages from your credit management team appear in Notes.
Referral Partner
Referral Partner
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Portfolio Overview
Communications
Workspace
Customer Support
Visible to administrators only.
Access Control
| Name | Status | Role |
|---|
Auto Magic Link is enabled. User Security and Password Reset are unavailable for users. Admin security remains available.
Control backend user access to admin menus and settings functions.
Set or reset an admin login password. Passwords are saved on the server as secure hashes.
Recorded sign-ins on this browser and saved password-reset activity.
Customer Directory
Customer Directory
Customer profile
Business details, ownership and eligibility. Save a draft at any time.
Initial QM questions · Personal details, income, assets, liabilities, property, and declarations. Save a draft at any time.
This section is ready for the BF STK data points. Fields will be added once provided.
Relationship Management
Credit Improvement
Select a client to review their credit plan.
Selected CMS Client
Document Workspace
System-wide forms and documents for SBA, QM, and partners.
Browse, find, and open the documents you need.
| Name | Collection / Description | Date Added | Type | Action |
|---|
Document Center
Select a category to upload client documents or import system data.
Client documents can be up to 10 MB. For data imports, include column headings in the first row and use the format shown in the selected category.
Attach a document to an existing application and review uploaded files.
Import associate names, email addresses, and phone numbers.
Import the document types used for client requests.
Import bureau scores and dispute records using a CMS client ID.
Import CSV, XLS, or XLSX files. The first row must contain column headings.
Communication / Configuration
Add a shared signature and a BECH or partner logo to outgoing system emails, including automated reminders.
Configure the booking notifications that will feed your calendar.
Incoming bookings require a connection to your booking service or receiving mailbox. Saving these details does not activate synchronization.
Completed Files
Referral Partner Payouts
Partner Information
Partner Analytics / Partners / Payments
PAYMENT WORKSPACE
Review all eligible partner payments across all dates. The batch month labels the payroll file; it does not filter payments.
Payments Management
Reporting Center
Start with a system report, then choose fields and export your results.
Report configurations saved by your account.
Preview shows up to 10 rows. Exports include all matching rows using the selected columns.
Reuse a saved configuration with the latest loaded data.
Latest 500 saved report and export records. Generated exports are logged here; browser download completion is not tracked.
Settings
Automatically log out inactive users and admins.
Save named permission packages for different admin roles. Selecting a package copies its access settings. Later changes to a package do not change existing admins.
Maintain the list of banking partners used by the team.
Manage the progress choices shown when a Credit Management client is selected.
Manage external service connection details used for integrations, reporting, underwriting, and document workflows.
Manage the SMTP account used by admin email pushes, password updates, and client notifications.
Development Log writes messages to data/email_outbox.log. SMTP sends messages to clients through the configured provider.
Create bot integrations and automated tasks for customer follow-up, document requests, reporting, and workflow handoffs.