Nellie by Nelnet

Getting Started with Nellie

Signing in Sync Your CRM

Strategies & Workflows

Call Flows Written Flows Workflows Backtesting

Calls Overview Past Calls Scheduled Callbacks Switch Strategies Call Details Whisper Queued Calls

Compliance Export General Settings Payment Plans Reports Overview Custom CRM Fields Settings Consumer Engagement Page Notifications Session Timeouts Payment Promises Compliance Settings Compliance Dispositions and Statuses Score Cards Portfolio Analytics Templates Settings Permissions Settings Payments Overview

Getting Started with Nellie

Signing in

Enter your email to receive a magic link for signing in or log in using your organization’s Microsoft SSO.

Watch the video tutorial here.

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