MBSi Corp.

Getting Started - (Agencies) 32

• How To Sign Up For RecoveryConnect
• Start Migration Process
• Password Reset/Recovery in RecoveryConnect
• Employee Log In with and without Multi-factor Authentication - Agents
• Agency Home Screen Menu Options

View all 32

Case/Profile Management - (Agencies) 57

• 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

View all 57

Post Recovery (Agencies) 21

• 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 - Agencies

View all 21

RCM Mobile User Guide 19

• 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

View all 19

RCM Tips & Tricks 17

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

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VendorConnect - Coming Soon 9

• Managing Employees - Types and Education Email - Agent
• Managing RecoveryConnect Notifications For VendorConnect - Agents
• VendorConnect Dashboard - Agent
• How to Read the Document Management Screen - Agent
• How to Upload a Document in VendorConnect - Agent

View all 9

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
• Bubble Counter Refresh Button - Forwarders
• How To Close A Case - Forwarder
• How To Reopen A Case - Forwarder

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Post Recovery (Forwarders) 6

• Smart Invoicing - Reviewing Fee Request as a Forwarder
• Creating Fee Requests as a Forwarder
• Acknowledge The Recovery - Forwarder
• Smart Invoicing - Invoice Management Forwarders
• How To Create An Invoice - Forwarder

View all 6

VendorConnect 11

• Managing Employees - Types and Education Email - Forwarder
• Managing RecoveryConnect Notifications For VendorConnect - Forwarders
• VendorConnect Work Detail MasterDashboard - Forwarder
• VendorConnect - Vendor Vetting Report Dashboard - Forward
• How to Read the Document Management Screen - Forwarder

View all 11

Getting Started (Lenders) 20

• Smart Invoicing - Contract Set Up - Lenders
• Entities: Auctions, Transport and Police - Lenders
• Smart Invoicing - Uploading Contract - Lenders
• Auction Determination
• Notice of Intent (NOI) Tool

View all 20

Case/Profile Management (Lenders) 32

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

View all 32

Post Recovery (Lenders) 12

• 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

View all 12

VendorConnect 19

• Managing Employees - Adding VendorConnect Access
• Managing RecoveryConnect Notifications For VendorConnect - Lenders
• VendorConnect Work Detail Master - Lender
• VendorConnect - Vendor Vetting Report Dashboard
• How to Add a Company to a Service Request - Lender

View all 19

Agencies - Coming Soon 1

• Coming Soon - VendorConnect Menu - Agent

Forwarders 1

• VendorConnect - Menu - Forwarder

Lenders 2

• VendorConnect - Menu - Lender
• VendorConnect - Menu - Client Compliance Type

Migration Information 0

Release Notes - What's New? 6

• 4/12/2021 Release: Smart Invoicing Features
• Closes/Holds and New Changes
• 2024 MBSi Holiday Calendar
• Santander/CCAP Recovery Fee Credits
• 2024 Thanksgiving Hold Schedule

View all 6

FAQ's 3

• Case Statuses: Open in RecoveryConnect when showing Closed in Other Systems
• How to Clear Your Browser Cache
• Complementary User-MBSi Controls