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Funding Guide: Weekly Preferred

Written by Aimee Reynard
Updated 1 month ago

No up front prefund. Clients are billed for Claims Activity with a Preferred Funding Fee per transaction, starting at 3.997%

Your To-Do List
Review Weekly Invoices Within Client Portal

  • Each week new invoices will post in the client portal based on that week’s
    claim activity. (No invoices will post if there was no claims activity that week.)
  • Those listed on the account with invoice access will receive an email
    notice each time a new invoice generates.
  • The Reserve Fee will automatically show on the invoice for your records.
  • No need to send a check payment! The invoice total will be deducted from
    the bank account within 24-48 hours of the invoice being generated.
  • Invoices will always be available within the portal and can be exported
    via PDF or Excel.

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