Member Portal Demo · The Maria Delgado walkthrough

A letter arrives. A payoff date appears.

Maria Delgado is 73 days behind on her Heritage Trust Federal Credit Union Visa Platinum, balance $7,842.16. Her credit union placed the account with Debt Digest the same day they mailed the letter. Tap any tab below to walk through what she sees: Home, Plan, Offers, Payments, and Profile. Same surface every enrolled member uses. Same numbers her credit union loaded. No sign-up required to look around.

Interactive walkthrough. Tap any tab in the phone mock to see how Maria sees her account. All numbers, names, and timestamps are illustrative. The live portal renders the member's actual loan, payoff date, and plan options from the credit union's system of record.
Tab 1 · Home
The payoff date is the hero. Not the balance.

A navy card answers the only question a scared member is asking: when am I done? Maria sees March 14, 2027 instead of $7,842.16. The progress ring shows the share she has already paid. No shame. No running totals. A destination she can plan around.

Right above it: a one-line note from Heritage Trust confirming the account is real and that she is in good hands.

  • Total enrolled and next monthly payment at a glance
  • Days past due, current step, and verified status as stat pills
  • Payoff trend line goes down, not up · zero balance by March 2027
  • Today's Actions surfaces what to do next in one tap
Demo · Illustrative
Good afternoon
Maria
Heritage Trust Federal Credit Union placed this account with Debt Digest. Heritage Trust stays the party of record. Verified Mar 6, 2026.
Payoff Date
March 14, 2027
$7,842.16 enrolled · $653.51/mo · 0% interest
1
Account
Visa ··4827
Mar 28
Next Payment
$653.51
Verified
Identity
Mar 6, 2026
Payoff Trend 12 months ahead
Today · Mar 18, 2026  →  Zero balance · Mar 14, 2027
Today's Actions
Plan accepted · 12-month plan
Confirmed Mar 7 · first AutoPay scheduled Mar 28
Reply to Tasha at Heritage Trust
New message · reads in under a minute
Save your plan summary as PDF
For your records · 1 page
Recommended for you
12-month plan
A steady $653.51 a month for 12 months. Zero interest, zero fees, principal only. Resolves on March 14, 2027.
Monthly
$653.51
Total
$7,842.16
  • Zero interest, zero fees, principal only
  • Penalty-free missed payments, set by your creditor
  • Pay ahead anytime, no prepayment penalty
  • Reported to Heritage Trust as paid-as-agreed
Why this plan
$653 a month fits the income range Heritage Trust shared. It clears the balance in a year without stretching your budget. You can pay it off faster or switch plans any time, no penalty.
Other plansTap to switch
Pay it off today · lump sum
$5,489.51 once · save $2,352.65 (30% off)
Best save
3-month plan
$2,562.71/mo · total $7,688.13 · save $154.03
Stretch to 24 months
$326.76/mo · total $7,842.16 · ask Heritage Trust to approve
Account on file
Heritage Trust Visa Platinum ··4827
Balance $7,842.16 · 73 days past due · opened 2019
Letter from Heritage TrustMar 4, 2026
Heritage Trust Federal Credit Union 8400 Fredericksburg Rd · San Antonio, TX 78229

Dear Maria,

Your Visa Platinum ending in 4827 is 73 days past due, with a balance of $7,842.16. We want to work this out with you, not against you.

We use Debt Digest, our member-care software, to offer you a no-interest payment plan or a one-time settlement of $5,489.51. Sign in to see the options that fit your month. No fees. No surprises. No judgment.

Tasha Brooks · Member Recovery · Heritage Trust FCU

Timeline5 events
  • Letter mailed by Heritage Trust
    Mar 4 · certified, USPS tracking 9405 5036
  • Member opened portal
    Mar 6 · signed in from iPhone Safari
  • Identity verified
    Mar 6 · last-4 SSN, DOB, mailing ZIP 78240 match
  • Plan accepted · 12-month, $653.51/mo
    Mar 7 · e-signed, copy emailed to you and Heritage Trust
MessagesHeritage Trust replies in < 1 business day
HT
Tasha Brooks · Heritage Trust
Hi Maria, glad you signed in. The 12-month plan is set up. If anything changes with your paycheck, just message me here. We will work with you.
Mar 7, 10:42 a.m.
Thank you, Tasha. I will let you know if anything comes up.
Mar 7, 6:18 p.m.
HT
Tasha Brooks · Heritage Trust
Quick note: your first payment posts Mar 28. Once we see it, the late marks on your account stop adding up. Stay in touch.
Mar 14, 9:05 a.m.
Next AutoPay · Payment 1 of 12
March 28, 2026
Amount
$653.51
Heritage Trust checking ··3091
Verified Mar 6 by micro-deposit. Reg E disclosure on file.
12-month schedule$7,842.16 total
Mar 28, 2026
Payment 1 · AutoPay armed
Scheduled
$653.51
Apr 28, 2026
Payment 2
$653.51
May 28, 2026
Payment 3
$653.51
Jun 28, 2026
Payment 4
$653.51
2 penalty-free pauses available this year
If a month is tight, pause AutoPay in one tap. No fees, no rate change.
Jul 28, 2026
Payment 5
$653.51
Aug 28, 2026
Payment 6 · halfway
$653.51
Feb 28, 2027
Payment 12 · final · balance $0.00
$653.51
Where your money goes
Principal to Heritage Trust$7,842.16100%
Interest$0.000%
Late fees$0.000%
Debt Digest service fee$0.000%
MD
Maria Delgado
m.delgado.sa@gmail.com · San Antonio, TX 78240
Documents4 on file
Heritage Trust letter (Mar 4, 2026)
Pre-charge-off notice · PDF, 1 page
Signed plan agreement (Mar 7, 2026)
12-month plan, $653.51/mo · e-signature timestamped 10:42 a.m. CT
Reg E AutoPay disclosure
Authorization for ACH from Heritage Trust checking ··3091
Identity verification record
Last-4 SSN · DOB · ZIP · verified Mar 6, 2026 at 7:14 p.m. CT
Your rights & protections
Member-funds firewall
Your payment goes to Heritage Trust. Debt Digest never touches your money.
Dispute this debt
All contact pauses for 30 days while Heritage Trust sends written verification.
Reach Heritage Trust directly
Tasha Brooks · (210) 555-0142 · Mon to Fri, 8 a.m. to 6 p.m. CT
Help & learn
Learn Center
Plain-English answers in English and Spanish
Support · support@debt-digest.com
Replies within one business day · English and Spanish

Got a letter from your credit union? Open your portal.

If your credit union or lender sent you a Debt Digest notice, your plan options are already loaded. No sign-up. No credit check. Same screens Maria sees, with your real numbers.

Try the live demo → Sign in to your portal → Resolve an account → Back to overview