Client Portal

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CUSTOM RESOURCES

REPORTS & ANALYTICS

Enrolled Customers
Enrollment Analytics
Direct Billing Report

ACCOUNT SUPPORT

Support Request

Password Reset

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NEW CUSTOMER ENROLLMENT

Customer Information
Customer Number*
Lead Customer Email Address*
Lead Customer Name*
First Last
Lead Customer Date Of Birth*
MM slash DD slash YYYY
Additional Customer Name
First Last
Additional Customer Date Of Birth
MM slash DD slash YYYY
Lead Customer Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Mobile Phone*
Landline Phone
Upload Signed Enrollment Form*
Max. file size: 20 MB.
Program Information
Hidden
Location / Sales Center*
Date Of Purchase*
MM slash DD slash YYYY
Deal Status
Hidden
Currency Selector
Hidden
Customer Status
Hidden
Redemption Date
MM slash DD slash YYYY
Total Sales Price ($USD)*
Deposit Amount ($USD)*
SafeGuard Buy Back Amount ($USD)*
Program Term*
Please Confirm Program Term*
SafeGuard Fee ($USD)*
Hidden
Program Fee
Finance Type*
SafeGuard Finance Term in Months*
Enter number only
Please enter a number less than or equal to 12.
SafeGuard Finance Term in Months*
Enter number only
Please enter a number less than or equal to 24.
Payment Information
Payment Type*
- Credit Card
- Bank Account
Credit Card Type*
Credit Card Number*
Numbers only, no spaces or -
Expiration Month*
Expiration Year*
Security Code*
Name On Card*
Add Credit Card?
- Yes
Secondary Credit Card Type*
Secondary Credit Card Number*
Numbers only, no spaces or -
Secondary Expiration Month*
Secondary Expiration Year*
Secondary Security Code*
Secondary Name On Card*
ABA Routing Number (9-digit number)*
Bank Account Number*
Bank Name*
Branch Name
Bank Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Payment option*
Number of Months*
Monthly Amount*
Date Of First Payment*
MM slash DD slash YYYY
Confirm
Hidden
Authorized By*
Consent*
I confirm the above information is accurate and true, and that the appointed payee agrees to full payment of the SafeGuard Fee in accordance with the terms and conditions of the program.
Hidden
Agent Information
Hidden
Commissionable Deal Value
Hidden
Total Commission %
Hidden
Total Commission
Hidden
Total Monthly Commission
Hidden
Master Agent Commission %
Hidden
Master Agent Commission
Hidden
Master Agent Monthly Commission
Hidden
Agent Commission %
Hidden
Agent Commission
Hidden
Agent Monthly Commission
Hidden
Additional Agent Commission %
Hidden
Additional Agent Commission
Hidden
Additional Agent Monthly Commission
Hidden
Master Agent
Hidden
Agent
Hidden
Additional Agent
Hidden
Membership Year
Hidden
Loyalty CashBack Credits
Hidden
Next Allocation Date
Hidden
Program Term Label
Hidden
Annual Credit Value
Equiant ID

Enrolled Customers

#	Lead Customer Name	Date Of Purchase	Total Sales Price	Deal Status	Loyalty Credits	Edit	View
#	Lead Customer Name	Date Of Purchase	Total Sales Price	Deal Status	Loyalty Credits	Edit	View

Client Portal

CUSTOM RESOURCES

REPORTS & ANALYTICS

ACCOUNT SUPPORT

Support Request

Password Reset

NEW CUSTOMER ENROLLMENT

Customer Information

Program Information

Payment Information

Confirm

Agent Information

Enrolled Customers

Enrollment Analytics

Direct Billing Report