Customer Portal – Paperless Feature

Customer Portal – Paperless Feature

Go Paperless!

Save time and money on postage and mailing

The Customer portal provides your customers a personalized self-service option and helps reduce customer service calls. Your customers can view their account information, payment history, complete payment transactions, submit messages, view, and upload documents, including documents that you make available to them through your Omega system.

Paperless feature:

  • Ability in the Customer Portal for your customers to turn on paperless documents and not receive paper mail.
  • New control within Omega Documents > Form Manager to allow the system to still create paper statements/documents for paperless Omega Customer Portal users or completely stop paper copies based on each document template’s setup in the Form Manager.

Get Started Today!

If you are interested in getting signed up for the Customer Portal or to learn more about the Omega Loan Management System, please contact the Megasys sales department at 800-927-4490 or email sales@megasys.net.

New Customer Portal Paperless Feature

Go Paperless!

Save time and money on postage and mailing

The Customer Portal provides your customers with a personalized self-service option and helps reduce customer service calls. Your customers can view their account information and payment history. They can also complete payment transactions, submit messages, upload documents and view documents, including billing statements that you make available to them through your Omega system.

New Paperless features Added:
  • Ability in the Customer Portal for your customers to turn on paperless documents and not receive paper mail.
  • New control within Omega Documents > Form Manager to allow the system to still create paper statements/documents for paperless Omega Customer Portal users or completely stop paper copies based on each document template’s setup in the Form Manager.


Sign Up Today!

If you are interested to get signed up for the Customer Portal or learn more about the Omega Loan Management System, please contact the Megasys sales department at 800-927-4490 or email sales@megasys.net

Omega Customer Portal is now included with base system!

We are excited to announce the Omega Customer Portal is now included with the base system!   
 
The Customer Portal provides your customers with a personalized self-service option and helps reduce customer service calls. Your customers can view their account information including payment history, complete payment transactions, submit messages and upload and/or view documents, including billing statements and other documents that you make available to them through your Omega system.

Several new features have been added to help you better manage, and allow your customers to self-service their accounts!   

New self-service features:
  • PayNow feature – allows your customers to make a onetime immediate payment without needing to log into the portal (for ExpiTrans users only, at this time).
  • New Profile features – new options for your customers to add new or edit existing phone numbers in the portal.
  • Notify Me options for your customers to select their preferred notification method(s) (email, text, or both) when a new document is available for them in the portal.
New Omega controls and features:
  • New setting in Omega to manage your customers’ ability to edit or add new phone number(s) in the portal’s User Profile.
  • New payment amount settings to better control your customers’ pay options in the portal.
  • New task management controls to receive customer notifications from the portal.
  • Text-to-Pay – You can direct your customers to the portal via Omega Text-to-Pay. In your text template, you’ll need to include your portal URL. If you are a ExpiTrans subscriber, you can use a direct link to pay using the Omega Text-to-Pay via Pay Now URL (Other providers will be added at a future time).*
*texting within Omega requires an agreement with our integrated partner, Solutions by Text.
Contact Us Today
(800) 927-4490

New Customer Portal Features

Customer Portal: 

The Omega Customer Portal provides your customers with personalized service. Customers can view their account information, complete payment transactions, submit messages, and view documents, including statements that you make available to them through your Omega system. With an open line of communication, you will boost customer satisfaction and reduce customer service calls.

Other Key Features:

  • Customize portal display for account, collateral and demographic information
  • Add company logo and background image for a personalized touch
  • Include or exclude accounts by admin and remark code status
  • Configure global and branch-level settings for contact us, payment consent, legal and privacy and terms and conditions statements

Sign Up Today

Contact Megasys Sales at 800-927-4490 to schedule a demo!