Credits

Some features of Scarlett are paid-per-use, and will require you to have credits on the system. This article teaches you how to purchase credits, review your balance, and view your invoice.

• DocuSign - $2.50/envelope

• Opta - $13.00/ea

• Bank Statements via Flinks - $2.50/account

1) From your main Scarlett dashboard (not within Scarlett Mortgage), click on your profile icon and select "Subscriptions & Credits"

2) Here you can view and manage both subscriptions and credits on your account.

3) Scroll to the bottom and click "Credit History"

4) Here you can view the purchase and use of credits on your account.

1) From the Subscription & Credits view screen, click "Purchase Credits"

2) If you do not yet have a credit card registered to your account, a pop-up will ask you to enter this information.

3) Select one of the credit options for purchase and click "Purchase Credits".

3) You will see the new credits added to your available balance, and a receipt will be emailed to you.

1) From the Subscription & Credits screen, click "Invoices"

2) Click "Print Invoice" next to the Credit Purchase you wish to view.

2) The invoice will populate within the screen. To print a PDF copy, click "Print".

1) From the Subscription & Credits screen, click "Transfer Credits"

2) Enter the number of credits and select the person you wish to transfer credits to from the drop down. This field populates from the active users at your brokerage.

3) Click "Transfer Credits".

1) From the Subscriptions & Credits screen, select "Auto Recharge"

2) Slide the toggle to "On"

3) Select the minimum balance that should trigger a new credit purchase, and the amount that should be purchased.

4) Click Save. To turn the auto recharge off, simply toggle the slider to "Off".

No, for any service which integrates with Scarlett but has independent billing through your account with them, you cannot use credits to pay for these functions.

If you are using many of these options, it may be advisable to change to the Convenience Plan and pay a once monthly fee.