This article applies to field agents and field agent supervisors To view the case details of any of your assigned cases, you can do so from the main RCM dashboard from My Addresses.
Note: you can also access case details from the map by clicking on the pinned icon for the specific case and selecting > Additional Actions (button with three dots) > Case Details
Click on My Addresses
You will get a list view of all of your assigned cases.
From this screen, you can Search Open Cases or scroll to the desired case.
Clicking on a case will open the details screen that contains all the information associated with the case.
- Details
- Update (See article on How to create a Case Update)
- Photos (See article on How to Upload a Photo to a Case)
Details
- Address Information - borrowers known address
- Vehicle information - make, model, VIN, etc of the collateral
- Case Information - case number, case type, client, lien, borrower, and last update
- Additional Addresses if applicable
Update
- Add notes or updates to the case
Note: Public updates will show black and private updates are in grey
Photos
- Add any necessary photos to the case
See the article on How to Upload a Photo to a Case
Case Action Options
At the top of the case details tab, there are action options represented by icons/images.
- On-Hook
- Yield
- Favorite
- Routing arrow
- Lock with number of days
On-Hook Icon
Clicking on the On-Hook icon will mark the collateral as recovered. This action will move the case to the To-do List, will change the status to Pending Repossession, and will begin the Asset Recovery process.
Click the link to be taken to the How to Complete an Asset Recovery article.
Yield Icon
Clicking the yield icon will allow you to mark an address as invalid. If selected, you must provide a reason by selecting from the options provided before hitting the Submit button.
- new resident
- empty house
- vacant
- other
Favorite Icon
Clicking on the favorites icon marks a case address as a favorite and will also display it as a favorite on the map.
Routing Arrow Icon
Clicking on the routing arrow icon will initiate the navigation app for direction to the address listed.