Partner Success Center

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Partner Success Center

Autobooks Hub

Autobooks Hub

How to navigate the Hub and use it to grow your customer engagement

Admin Settings

The Autobooks Hub Home Page

Customized dashboards in the Autobooks Hub

Setting up a designated fraud contact

Manage your Autobooks Capital program availability

How to Set Up and Turn Off Notifications

Invite a team member to the Autobooks Hub

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Progress Center

Navigating the Progress Center (Admin view)

Navigating the Progress Center (Frontline Banker view)

I no longer see my SMB in the Progress Center. Why?

What happens after I submit missing information on behalf of my customer in the Hub Progress Center?

Email Copy to help your enrolled small business with Missing Information get paid

How to assist your customer when their application is under review by Autobooks

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Reports

A Guide to the Autobooks SMB Report

A Guide to the Autobooks Payment Report

View Report data in the Autobooks Hub

About Profit Share

Marketing tools

How to add the Autobooks landing page snippet to your website

Navigating the Marketing tools

Data

Viewing Small Business and Referral Data in the Hub

How to locate the reason a customer was denied approval for payment processing

Securely transfer Hub data to your CRM or core database

Access Autobooks Capital data in the Hub

Frontline Banker access

Log leads within the Autobooks Hub