MBSi Corp.

Getting Started - (Agencies) 28

• How To Sign Up For RecoveryConnect
• Start Migration Process
• Employee Log In with and without Multi-factor Authentication - Agents
• Agency Home Screen Menu Options
• Settings - My Company Profile

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Case/Profile Management - (Agencies) 45

• How To Create a Case - Agents
• Navigation Menu - My Cases
• Navigation Menu - Closes/Holds - Agents
• Navigation Menu - Accept or Decline New Cases
• Navigation Menu - Service Provider Notifications

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Post Recovery (Agencies) 10

• Creating a Fee Request as an Agent
• Smart Invoicing - Invoice Management for Service Providers
• Case Dashboard - Recovery
• Case Dashboard - Invoices - Waiting To Be Invoiced
• How To Create An Invoice

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RCM Mobile User Guide 16

• Logging in to RCM and the Dashboard
• RCM - Menu Bar
• Viewing Assigned Cases via My Addresses
• Case Details Screen in RCM
• Creating a Case Update

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RCM Tips & Tricks 13

• Picture Zoom Capability
• Accessing RecoveryConnect from RCM
• Address Hit Filter
• RCM FAQ's
• How the Follow Me Icon Works

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Getting Started (Forwarders) 11

• Managing Entities: Auctions, Transport and Police for Forwarders
• Setting Up Coverage Area(s) Forwarders
• Setting Up Zones for Forwarders
• Inactive Service Provider and Service Provider Settings - Forwarders
• Providers - Pending Connections/ Find Service Provider - Forwarders

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Case/Profile Management (Forwarders) 14

• Address Management for Forwarders
• Assigning Service Provider to a Case for Forwarders
• Notification Bubble Counters - Forwarders
• How To Close A Case - Forwarder
• Bubble Counter Refresh Button - Forwarders

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Post Recovery (Forwarders) 8

• Smart Invoicing - Reviewing Fee Request as a Forwarder
• Creating Fee Requests as a Forwarder
• Smart Invoicing - Invoice Management for Forwarders
• Acknowledge The Recovery - Forwarder
• Smart Invoicing - Invoice Management Forwarders

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Getting Started (Lenders) 14

• Smart Invoicing - Contract Set Up - Lenders
• Entities: Auctions, Transport and Police - Lenders
• Smart Invoicing - Uploading Contract - Lenders
• Auction Determination
• Smart Invoicing Setup and Configuration - Lenders

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Case/Profile Management (Lenders) 12

• Address Management for Lenders
• Notification Bubble Counters - Lender
• Bubble Counters - Refresh Button - Lender
• Navigation Bubble Counter Menu - Lenders
• Assigning a Service Provider to a Case - Lenders

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Post Recovery (Lenders) 6

• Acknowledge The Recovery - Lender
• Smart Invoicing - Invoice Management for Lenders
• Smart Invoicing - Invoice Management Lenders
• Smart Invoicing - Reviewing Fee Request as a Lender
• Smart Invoicing - Bill To Borrower

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Forwarders 0

Migration Information 1

• RecoveryConnect Migration Information

Release Notes - What's New? 2

• 4/12/2021 Release: Smart Invoicing Features
• 2021 New Year's Hold Schedule

FAQ's 1

• Case Statuses: Open in RecoveryConnect when showing Closed in Other Systems