This article applies to lender company admins
A coverage area allows you to name and designate a specific geographical area that can be referenced in a Smart Invoicing contract. This allows you to assign location-specific pricing pertaining to fees.
Setting up Coverage Area(s)
Coverage area(s) can be set up in three ways:
- Select state/county
- Circle the coverage area
- Draw the coverage area
- Set up via Search map
To begin setting up your coverage area(s), click on the plus sign under Your Areas.
Note: initially, you will be zoomed into the county view.
To set up a Coverage Area by State
Step 1: Zoom out so you see the map in a state-level view.
Note: At the top of the screen you see the Level is shown as State. This view allows you to choose one or multiple states in a coverage area.
Step 2: Next to Level: State, click on Select Areas
Step 3: Click on the states that should be included in the coverage area.
Note: When selecting multiple states and/or counties within a coverage area, the states or counties must have adjoining borders.
Step 4: Name the coverage area
Step 5: Click Save Changes
To set up a Coverage Area by County
Step 1: Zoom in so you see the map in a county-level view
Note: At the top of the screen you see the Level is shown as County. This view allows you to choose one or multiple counties in a coverage area.
Step 2: Next to Level: County, click on Select Areas
Step 3: Click on the counties that should be included in the coverage area.
Note: When selecting multiple states and/or counties within a coverage area, the states or counties must have adjoining borders.
Step 4: Name the coverage area
Step 5: Click Save Changes
Set Coverage Area using the circle function
Step 1: Click the Circle Area button on the top
Step 2: Select the coverage area starting with the center point and drag out (the radius displays in miles)
Step 4: Name the coverage area
Step 5: Click Save Changes
Set Coverage Area using the draw function
Step 1: Click on the Draw Area button on the top
Step 2: Draw the coverage area
Step 3: Name the coverage area
Step 4: Click Save Changes
Set up Coverage Area via Search Map
Step 1: Click on the Search Map button
Step 2: Choose the Country and type the Zip Code.
Step 3: Click on Add to Selection.
Step 4: Save changes.