XOLX and XpertOnline Training

Access all training materials and information for XpertOnline and XOP, including PDF training guides and video training.

XOLX: Setup
The Setup option in the navigation menu will show all relevant client setup information. Here, Providers can manage all their Client Setup details.  C...
Tue, 24 Feb, 2026 at 4:56 PM
XOLX: Setting Up Access Codes
Providers can choose Access Codes to view, apply, and edit client-specific access codes for Equifax, TransUnion, Experian, and Lexis Nexus.  Providers will ...
Tue, 24 Feb, 2026 at 4:56 PM
XOLX: Creating Billing Descriptions
Within the Setup feature of the Navigation Menu, Providers can create, edit, and remove a default list of Billing Descriptions for users to apply within the...
Tue, 24 Feb, 2026 at 4:56 PM
XOLX: Managing Client Setup
Managing client details can be accomplished through the Clients section.  Under the Clients section, Providers can search for clients, edit client inform...
Tue, 24 Feb, 2026 at 4:58 PM
XOLX: Credit Card Convenience Fees
Many Providers offer the ability to pay for credit products by entering credit card and are likely assessed a fee by your merchant for each transaction. No...
Fri, 20 Jun, 2025 at 1:45 PM
XOLX: Rolodex
Content Includes: Search Your Rolodex Edit an Existing Subscriber Add a New Subscriber Access Your Rolodex from an Existing File Search and Replace Su...
Tue, 13 May, 2025 at 12:21 PM
XOLX: Working with Management Reports
Content Includes: Activity Summaries Auxiliary Reports  Lists and Resources Billing Reports  Other Custom  Pending Requests and Services  Secondary ...
Tue, 13 May, 2025 at 12:24 PM
XOLX: Provider Settings
The Provider Settings can be accessed from the navigation menu, which will show all relevant Provider Setup information. Please note: Administrators will ha...
Tue, 21 Oct, 2025 at 12:11 PM
XOLX: Utilities
The Utilities section stores additional reporting features for Providers that do not fit the parameters of traditional Management Reports. Providers can qui...
Tue, 13 May, 2025 at 1:44 PM
XOLX: Deceased Indicator Workflow
The Deceased Indicator service allows Providers to set up and receive notifications when a file encounters a 'deceased' flag on an applicant. When a...
Mon, 20 Oct, 2025 at 4:11 PM