Customer Support Portal FAQ

Edited

Why are we changing the support process?

Our previous approach (logging issues in the project management tool or direct messages) led to inconsistent details, unclear priorities, and reduced visibility. The new system provides structure, accountability, and streamlined communication.

What types of requests should go through the new system?

All support-related items, including:

  • Bug reports

  • Technical issues

  • Access/account issues

  • General product questions

What should not be submitted as tickets?

Feature requests, strategic discussions, roadmap planning, and long-term initiatives will still take place through your Customer Success Manager or Product Manager in regular meetings.

How do I submit a ticket?

You can submit a ticket via:

Will I still use the project management tool?

Yes, but only for follow-up and project-related initiatives.
It will no longer be used for support requests.

How will I receive updates?

All communication — updates, questions, resolutions — will occur inside the ticketing system. You’ll be notified via email.

What information should I include in a ticket?

If submitting a request through the support portal, just follow the form guidelines.

If you're sending a direct email, to speed up resolution, please provide:

  • Issue type, module affected, affected loan number and/or user email;

  • Complete description of the issue, steps to reproduce;

  • Expected vs. actual behavior;

  • Screenshots or screen recordings;

  • Impact level (e.g., blocking, urgent, minor).

Inlcude as many details as possible.

Who will handle my tickets?

Our support team will triage each request and assign it to the appropriate specialist.
Your CSM will still oversee prioritization and ensure alignment with your needs.