MBSi Corp.

This article applies to Recovery Agencies 

The Scheduler feature in RecoveryConnect is used to create appointments for post-recovery activities including personal property, redemption, transport, and key cutting. 

Once your lots are set up with the Appointment Scheduler, you will be able to enable appointments within the individual case. 

Setting up the Appointment Scheduler

The Appointment Scheduler is located in the Settings tab on the main navigation page. 

Note: Depending on your permissions, you may or may not have access to the My Company Profile option.

Step 1: From the My Company Profile page, scroll down to view your lots. 

Step 2: Slide the Appointment Schedule toggle switch to the on position. 

Step 3: Click on the gear icon and select Manage Appointment.

This will open a new tab in your browser where you can set-up and Manage Appointments.  

Create Services

Step 1: Click on Services in the left-hand menu. 

Step 2: Select the service types you offer, add a description, and list the duration of the appointment.  

• Borrower Services

  • Personal Property

  • Redemption

• Third-Party Services

  • Transport

  • Keys

Note: Duration defines the amount of time you will need to complete the appointment and this time will be blocked on your calendar. 

Step 3: Click on Business Times.

Business Times allows you to control when you are available for the services you offer. For example, if your office is only available for Personal Property releases between 3:00 PM and 7:00 PM daily, you can set those time parameters. 

Note: The times you set-up here will be displayed as the available appointment times to the borrower or third-party vendor when they are scheduling an appointment. 

Step 4: Review Appointments.

Note: Appointments will display in this location after set up is complete and appointments begin getting scheduled. 

Step 5: Set up your custom Holidays. 

Selecting the holidays your office will be closed will block the calendar on that day so that no appointments can be scheduled. You can select from the list of standard U.S. Holidays or create a custom holiday. 

Now that your Appointment Scheduler is set-up, learn how to enable appointment links and share the links with borrowers and third-party vendors.