Resident Profile

This quick video shows how ProSight’s resident profile gives staff a single view of a resident’s account, so they spend less time searching for records during a call.

How does ProSight show a resident’s account info to staff?

What it does: When a resident contacts the agency, ProSight shows their account information in a single screen, so staff spend less time looking up records and more time resolving the issue.

What the profile shows: five most recent transactions, AutoPay and eBilling enrollment status, saved payment methods, whether the resident has verified their contact information, and date of last login. Access it directly from a transaction details page, or search by email address or customer ID.

When a resident reaches out, ProSight gives staff everything they need in a single view — no switching between screens.

The resident profile is accessible directly from any transaction details page, or staff can search by email address or customer ID. From there, they can see the resident’s five most recent transactions, AutoPay enrollment status, eBilling enrollments, and the payment methods stored in their wallet.

The profile header also shows whether the resident has verified their contact information and when they last logged in — useful context when helping with account questions.

For your agency, it’s a faster way to support residents without having to piece together information from multiple places.

Video Details

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0:46 mins

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