Getting Started with the Client Portal
Gain access and log into the our Client Portal at BARRCredit.com.
Submitting Placements
New to the client portal, or haven’t used it in a while? In this video we run through the steps of submitting a new placement online.
Introduction to Customizing your Reports
When reviewing your data from the Client Portal, the most valuable tool is the easily customizable excel file. Need to organize it in a specific way? Only want to see account status or closed date? Present your data in whichever way you need. In this video, review where to access, view, and download reports.
Accessing and Viewing Reports
If you’re looking to access a quick update on your accounts, search for them on the homepage.
View reports with live data from your computer, tablet, or phone.
