This article applies to forwarders



Once a case is created in the system, the Case Details page provides all information related to the case. 


Note: The status will be open until updated by the lender, forwarder, or agent.


 Available actions to change the status of a case can be found to the right on the case details page: 

  • On-Hook Case

  • Move To Waiting For Info



On-Hook Case


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This action marks a case On-Hook, meaning the collateral has been repossessed.  You can quickly initiate the repossession of a case, without having to complete the full Asset Recovery Form. On-Hook status prevents the case from being closed by another entity and allows you to arrive at a safe location to complete the Asset Recovery Form and pictures. 



Release


After completing the Asset Recovery Form and the collateral is in repossessed status, you will be able to release the collateral to transport/auction by clicking on the Release button.  


 

Complete the Add Collateral Location Authorization form and click Save.



The Form Preview will populate. You can Close or Save as Case Attachment. 



If you select Save as Case Attachment, name the document and click Save. 




Move to Waiting For Info


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Select this option if more information is required before proceeding.


Clicking this button requires the following information to be filled out.



After completing the form and selecting Open (Wait for info) Account, the status will change to Waiting for info.