MBSi Corp.

Getting Started - (Agencies) 29

• 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

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Case/Profile Management - (Agencies) 54

• 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) 20

• 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

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RCM Mobile User Guide 18

• 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 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

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