Happy Mango
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Recent activity by Happy Mango-
How does Agency Admin move a client, an application or a loan from one counselor to another?
An "Agency" on Happy Mango represents an organization, group, or company of counselors. Each "Agency" has one admin account. In addition to creating new or activating/deactivating counselor acco...
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Why do I not see my client's applications or loans even though the client is on my Current Clients page?
You may not be able to see a client's application or loan data even if the client has established the relationship with you as the counselor on Happy Mango. In this case, you will see your clien...
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How do my clients find me on Happy Mango?
Unless your clients has established or requested a connection with you on Happy Mango, you will not be able to view your clients' financial information or use the many tools on Happy Mango to help ...
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How does Happy Mango help me help my clients?
Financial counselors and coaches can use the data, analytics, and automated functions on Happy Mango to help their clients in many ways. Here are a few examples: Help my client complete an applic...
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How do I complete or decline a verification request?
When a financial institution requires third-party verification for it financial products, the financial institution user can choose to include counselor verification as part of the application revi...
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Why do I not see my clients?
The first screen after you log into your counselor account on Happy Mango is the Current Clients page. This page lists all the consumer or small business users on Happy Mango who have established ...
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How do I get access to view my client's application and loan status information?
Happy Mango protects your clients' privacy and allows only people with your clients' permission to view their personal information. There are two ways for your client to grant you access to the...
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How do I check my clients' application status?
On your Happy Mango counselor portal, you can view the current status of your client's progress in applying for a financial product on Happy Mango and receive automated alerts when a decision or mi...
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How do I view and analyze my clients' financials?
On your Happy Mango counselor portal, you can view and analyze your client's financials without manually compiling the data or performing any calculation. First, your clients must have granted you...
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How do I help my clients successfully pay off their loans?
On your Happy Mango counselor portal, you can view the current payment status of your client's loans obtained on Happy Mango and receive automated alerts when a payment has failed. First, your c...