This article applies to all users



Updates is the section in the case dashboard where you can find all the updates related to a case.  


Updates can be done by company admins, service providers, forwarders, and clients and can be marked as private to an organization or public.


Note: Updates will not flow from agent to lender unless the forwarder does a copy/paste under updates and then forwards to the lender.  


To make an update: 


Step 1: Click the + next to Updates



Step 2: Fill out the form with the following information: 

  • Address or Phone to Update
  • Details
  • Date and Time
  • Type
  • Priority



Address or Phone to Update - Select the address or phone number available related to the update 

Details - Details of the update can be entered here in paragraph style with editor options such as adding a link, a picture or you can click on Quick Updates for preset text options. 



Date and Time - Records when an update is made (and in the time zone from your profile). 

Type - Type of update such as account close, account on hold, case type changed, case update, etc. 



Companies (who can see this update) - This will show you which company(ies) is able to see this update if saved as a public update.

Priority - This is the priority of the update, so the update receiver or service provider can determine the urgency of the update. This can be used in reporting/ filtering options where applicable. 

Note: There are three priority types, high, medium, or low. If you don't make a priority selection, this will default as defined in the company settings.




Filter - Allows you to filter by All Updates, All Private Updates, or All Public Updates. 

Printer - Can view all updates as a form, or can fax, email, print, or download.

Gear - Allows you to edit your updates, delete or set/change them to private or public as needed.

Note: Case updates can't be edited/ deleted if the assignment is a migrated case. 


Step 3: Select Save Public or Save Private to save the updated information. 

Note: Save Private will only be seen by your own company and Save Public will be seen by anyone who can access the account. Updates in grey are private and updates in black are public.