Happy Mango
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Recent activity by Happy Mango-
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...
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My client connected with the wrong financial coach. How can it be corrected?
If your client has connected with another financial coach or counselor on Happy Mango by mistake, it can be corrected in one of the following ways: Ask your agency admin to re-assign the client t...
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How do I remove a counselor user's access to Happy Mango?
It is important for agency admins to keep the counselor accounts on Happy Mango up to date. Active counselor accounts are visible to your clients. If a counselor has left your organization while h...