FAQ
- How does Agency Admin move a client, an application or a loan from one counselor to another?
- Why do I not see my client's applications or loans even though the client is on my Current Clients page?
- How do my clients find me on Happy Mango?
- How does Happy Mango help me help my clients?
- How do I complete or decline a verification request?
- Why do I not see my clients?
- How do I get access to view my client's application and loan status information?
- How do I check my clients' application status?
- How do I view and analyze my clients' financials?
- How do I help my clients successfully pay off their loans?
- My client connected with the wrong financial coach. How can it be corrected?
- How do I remove a counselor user's access to Happy Mango?