Autobooks Hub

How to navigate the Hub and use it to grow your customer engagement

Admin Settings

• The Autobooks Hub Home Page
• Customized dashboards in the Autobooks Hub
• Setting up a designated fraud contact
• Manage your Autobooks Capital program availability
• How to Set Up and Turn Off Notifications
• Add and manage team members in the Autobooks Hub

Progress Center

• Navigating the Progress Center (Admin view)
• I no longer see my SMB in the Progress Center. Why?
• What happens after I submit missing information on behalf of my customer in the Hub Progress Center?
• Email Copy to help your enrolled small business with Missing Information get paid
• How to assist your customer when their application is under review by Autobooks

Reports

• A Guide to the Autobooks SMB Report
• A Guide to the Autobooks Payment Report
• About Profit Share

Marketing tools

• How to add the Autobooks landing page snippet to your website
• Navigating the Marketing tools

Data

• Viewing Referral Data in the Hub
• Viewing Small Business Data in the Hub
• How to locate the reason a customer was denied approval for payment processing
• Securely transfer Hub data to your CRM or core database

Frontline Banker access

• Log leads within the Autobooks Hub
• Navigating the Progress Center (Frontline Banker view)