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How can we help?

How do I use the Support Center?

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Overview

Our Support Center is organized in a way to make it as easy as possible for you to find the content you need in order to most effectively use PrecisionLender, and if you need help, to contact our customer support team. Feel free to call us toll free at 1-877-506-2744, send us an email at support@precisionlender.com, or submit a support ticket for our agents to review. See this article for more information on contacting us.

 

How Can We Help?

  • Use the search bar to search our knowledge base and community for answers to your questions
  • The Opportunity Screen shows you how to navigate pricing Opportunities in PrecisionLender
  • The Administration Section walks you through setting assumptions for your regions and products as well as managing users
  • If you'd like to file a ticket with our customer support, click Need Help? Submit a Ticket

 

Browse the Knowledge Base:

  • The Relationships Section discusses the Relationship Awareness module, which allows you to understand the strategic value of your existing relationships with your clients
  • Check out Setting Up PrecisionLender to help with PrecisionLender onboarding. 
  • Visit Managing PrecisionLender to get in touch with our full suite of features and take advantage of all PrecisionLender has to offer. 
  • Forgot your password? Visit Reset Password for instructions on accessing your account.
  • Offer your ideas to improve PrecisionLender by submitting a feature request. Feature requests will be added to the Community section of our Support Center, where you can see other users' requests, comment to join the discussion, and vote on features you would like to see! Our product management team reviews these biweekly. 
  • In the event of any interruptions in service, a note will be posted on our System Status site.
  • For information on compliance and due diligence, visit Compliance.
  • Have a question or concern? Contact us.

 

Community:

  • You can use the Community to post questions or feature requests and interactively participate in a discussion with others users and our agents.

 

Release notes and announcements:

  • The Release Notes are where we list software changes as we continue to improve PrecisionLender, highlighting changes that are the most visible to users
  • You can subscribe to the Release Notes to receive notifications by email whenever a new one is added by clicking the "Follow" button at the top of the page.

 

Other Resources:

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