This article applies to lender company admins and case workers 



Step 1: Click on + Case



Step 2: Complete Basic Info details

  • 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 details


When complete, click Add


 

Step 4: Complete Borrower information details

  • Name

  • Home address home or work or both

  • Zip Code 


When complete, click Add Borrower



Step 5: Complete Office Location, Employees & Field Agents details

  • Office Loc/Dept.

  • Case Workers 

  • Select Address 

  • Our Field Agent


Click Search under Find Service Providers 

 


Step 6: Select a service provider from the list by selecting the Office and Address 


Click Assign and Create Case





Created case: