This article applies to forwarder company admins and case workers




Step 1: Click on + Case



Step 2: Complete Basic Info

  • Client

  • Case Type 

  • Lienholder 

  • VIN 

Note: Entering the collateral VIN will initiate a pop-up for you to complete collateral information.



Step 3: Complete the Collateral Information form 


Click Add


 

Step 5: Complete Borrower information

  • Name

  • Home address home or work or both

  • Zip Code 


Click Add Borrower



Step 6: Fill out Office Location, Employees & Field Agents 

  • Office Loc/Dept.

  • Case Workers 

  • Select Address 

  • Our Field Agent


Click Create Case

 


Created Case