This article applies to lenders, forwarders and agency company admin or case workers
Step 1: From the case view, click on Options
Step 2: Click on Change Case Type
Step 3a: Select Case Type Change: Keep Case in Switch
Note: This allows the case to be redetermined with the newly selected case type and apply switch dates, rules, and schedules appropriately
Step 3b: Select Case Type Change: Take Case Out of Switch
Note: This will remove the case from the Switch process, this will not allow moving forward in placement.
Results:
1. Involuntary Case changed to Voluntary
2. Opened LPR Repo Only Case due to Switch rules and Schedules
Event Log Displays:
1. Shows case type changed from Involuntary Repossession to Voluntary Repossession
2. Shows the Switch date change due to the case type change
3. Shows that Switch put the case with another provider and put it as an LPR due to Switch rules and schedules
