View and contribute information or documents for your customer via the Autobooks Hub
Your customer has enrolled in Autobooks, and their application to process payments is under review by the Autobooks team.
You'd love to help move their application forward, and even have some documentation that might help Autobooks make an application decision, but you're unsure how to contribute.
Now you can help your customer via the Autobooks Hub!
Step 1: view your customer's company record in the Hub
- Log into the Autobooks Hub.
- For Hub Admins to view the customer record, expand the Data tab then click on Small Business. For Frontline Bankers, go to the Progress Center.
- Each company name in the list is a link to the detailed record for that company. Click the company name of the SMB you wish to view.
- In the Status area, you'll see a list of additional documentation that was requested of your customer.
Step 2: upload SMB documentation
- Once you've obtained copies of any documentation in the Requested list, navigate back to that customer company record in the Hub.
- Click Submit Info in the information banner at the top of the customer record.
- Click on the item you can answer on behalf of the customer.
NOTE: Items with a green checkmark are already completed/fulfilled. - Upload a document by dragging/dropping the file from your computer into the Hub OR answer the question as shown. When done, click Submit.
- The item you've contributed will now have a green checkmark.
Autobooks will review the requested documentation once ALL ITEMS are received. If the customer needs to contribute documentation (and you don't have it), reach out to the customer and ask them to log into Autobooks to contribute the requested items.
Step 3: keep tabs on the customer's application status
Autobooks will notify the customer on a final application decision via email, as well as display messages within Autobooks.
You can stay updated by viewing the customer's company record in the Hub to see changes in the account status.