This article applies to lendersHow to Place a Case On Hold
Step 1: From the case view of an assignment click the Hold Case button
Step 2: Fill out the pop-up form then click Hold Account
The case then changes to an On Hold status and indicates the reason for the hold
How To Remove a Hold from a Case
Step 1: Locate the case that needs to be removed from hold and from the case view click the Remove Hold button
Step 2: Fill out the pop-up form
Click the box under Re-Open Prior Service Provider to release the hold for the service providers listed on the case.
Note: Leaving the box unchecked will mean that a new service provider will need to be selected from the service provider tab on case view. Click Here to read how to assign a service provider to a case.
Step 3: Click Remove Hold
The case will show in an Open status
