The Spring ’19 release contains web portal screen modifications, forms and up to date tutorials.
Account Summary
The Account Manager name and contact information appear on the Account Summary screen. This information is dynamic and will display the proper Account Manager for each client.
Forms in the Help Tab
Blank ACHs and Request for Loan Advance forms...
Archives for AdvoTrac®
The AdvoTrac® Case Expense Funding Service Webinar
Authored By: Krista Kemmerly
President and CEO, Michael J. Swanson recently hosted a webinar with special guest, Training Specialist, Billie Hardison. If you couldn’t attend our April webinar, Mr. Swanson and Mrs. Hardison took our viewers on a virtual tour of our AdvoTrac® Case Expense Funding Service and explained, in detail, how it has helped successfu...
Training Team at Advocate Capital, Inc.
Do you know that we have a team of expert training professionals at Advocate Capital, Inc.? Our team is led by our dedicated Training Specialist, Billie Hardison, and is here to help you with any AdvoTrac® questions. The training team is also staffed with Quickbooks Pro Advisors who can assist you with recording Advocate Capital transactions in Quickbooks...
New Redesigned AdvoTrac® Web Portal
You continue to ask…we continue to listen!
We enjoy receiving requests and improving AdvoTrac® for you, our customer! Our customers use the AdvoTrac® Web Portal on a daily basis to submit funding requests, run payoff reports, and make electronic payments. Recently, we redesigned the AdvoTrac® Web Portal and you may find this new design easier to navigate....
Introducing the New AdvoTrac® Web Portal
Advocate Capital, Inc. greatly values client feedback and strives to make AdvoTrac®, our proprietary software platform, as user friendly as possible.
After reviewing suggestions from our clients to help enhance the overall user experience, we are proud to announce our new AdvoTrac® Web Portal will launch Friday, October 9, 2015.
Below is an overview of al...
