Frontline Banker access
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      1. Partner Success Center
      2. Autobooks Hub
      3. Frontline Banker access

      Log conversations and track customer progress within the Autobooks Hub

      The Autobooks Hub provides frontline banking staff a way to track their customer enrollment progress, payment activity, and more! 

      Gaining Access to the Hub

      Your company Hub Admin will need to set up your access to the Hub. You'll receive an invitation email to the Hub, with a prompt to create a password through the "Get access" link:

      Your access link expires in 3 days. If your link no longer works, reach out to your company Hub Admin and they can send another invitation.

      Submitting a Lead

      Once the frontline banker has Hub access (see our article on Invite a Team Member to the Autobooks Hub for more details), customer leads can be submitted using the lead submission form in the Hub.

      The Home page arms you with the information you need to have successful Autobooks conversations with your customers:

      Step One: Start the Conversation

      Beginning an Autobooks conversation for the first time might feel intimidating. "How can I know the customer may need Autobooks?" "What questions can I ask to figure it out?".

      We've got you covered! Check out our suggested starter questions, and get to know the basics by reading our resource guides.

       

      Step Two: Show the Customer how to Self-Enroll

      Once you've discussed Autobooks with the customer, it's a best practice to have them enroll on the spot. The entire process takes less than 5 minutes, and is completed within online banking. Just follow the steps along with the customer!

      Step Three: Log your lead

      Track your customer's progress in using Autobooks by logging your lead in the Hub! You can help the customer get approved to process payments, see when they become approved, and know when they get paid.

      Lead form within the Hub

      Once a lead is submitted through the Hub, Autobooks will generate an information email to the customer. This email also contains a link to book time with an Autobooks Specialist if the customer desires to speak with an Autobooks representative to learn more.

      Help your customers make progress

      Once you've completed the referral form, you may track your customers progress. Just click on the Progress Center link on the left side navigation.

      You can actively help your customer make progress to getting paid using our recommended actions for each status (recommendations appear below your  customer list).

      • Status: this column indicates where the customer is within the enrollment process. Statuses include:
        • Referred - the customer has not yet enrolled in Autobooks.
        • Missing Info - the customer has enrolled, but has not answered all enrollment questions to be approved to accept digital payments.
        • Under Review - the customer's information is being reviewed by an Autobooks Onboarding Specialist and pending decision.
        • Approved - the customer has enrolled, but not yet accepted a payment using Autobooks.
        • Active - the customer has accepted at least one payment using Autobooks.
        • Denied - the customer was denied merchant approval. They are not able to process payments within Autobooks, but are able to use all other features.
        • Deboard - the customer has been removed and can no longer process payments. This may occur if the customer leaves your financial institution or requests to cancel their account.
      • Name: this is the customer's Company Name.
      • Email: the customer's email address.
      • Phone Number: the customer's phone number.
      • Referred on: the date the lead was submitted.

      • Onboard Date: the date the customer enrolled in Autobooks.

      • Next Steps: send the customer an email or add missing info to their payment processing application.

      Viewing a customer's Company Record

      You can see a detailed customer view by clicking the Company Name in your lead list. NOTE: Only customers that have accepted Autobooks' terms and conditions will have a link in the Name field.

      1. Status - lists all of milestones that have occurred within the customer's Autobooks progress including date terms were accepted, when the customer's data was submitted for payment enablement approval, when the application was approved, and when the customer processed their first payment.
      2. Contacts - lists all contacts Autobooks has for that business record. The contact email and phone numbers will be listed, including their user roles. 
      3. Basic Info - lists the SMB ID, Company Name, Business Structure, NAICS code, Zip code, and what Autobooks' plan the customer is currently enrolled in (full or free).
      4. Processing Limits - lists the processing limits for credit card and ACH transactions.
          1. Credit Card Single Transaction Limit (Review) - this limit indicates the dollar threshold in which a customer's payment will be held for review. For example, if the limit indicates $3,000 Autobooks will hold and review any payments exceeding that amount.
          2. Credit Card Single Transaction Limit - this limit indicates the maximum dollar amount the customer can process through Autobooks in a single transaction.
          3. ACH Single Transaction Amount - this limit indicates the maximum dollar amount a customer can process in a single transaction via ACH.
          4. ACH Single Day Transaction Amount - this limit indicates the maximum dollar amount a customer can process in a single DAY via ACH.
          5. ACH Single Day Transaction Count - this limit indicates the maximum number of ACH transactions the customer can accept in a single day.
              

      5. Payment Sources - this list will show the number of payments taken through each Autobooks payment tool and the total dollar amount of those transactions.
      6. Payment Table - this table breaks down each payment taken by the customer and its attributes.