Overview |
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This guide will walk you through what needs to be done on a Daily Basis within MSA Client. Note: If these tasks are not performed daily, your online applications will never make their way into your Point of Sale. These are daily tasks that have to happen in order to process apps. Follow the below steps to match & process your online applications. |
Step 1: Log into MSA Client Software
Open MSA Client by clicking the icon on your Desktop.
Username: firstname.lastname
Password: Admin123
Note: If username/password is not working, please contact Support.
Step 2: Auto Processing
Application Review
Select Application Review from the Home tab.
This will pull up a list of all of the applications waiting for you to process. They will either be Red, Yellow, or Green. If they are green, they have been there less than five days. If they are red, they have been there more than 10 days. You should try to have them gone from this list before they turn yellow.
Select Process All from the Actions tab.
Note: This will automatically process any problem-free applications, which should include most of your applications. If your queue is empty, skip Step 3. If you have applications still in your queue, please continue to the next step.
