This article applies to lenders and forwarders using Switch
Switch provides an organization with the unique ability to set rules and schedules within their repossession process. It is important for the user(s) to be aware of following the steps below to ensure when completing a manual close and reassign of the case, stays within the Switch tier transfer process
Step 1: From the case view click on the Service Provider chevron.
Step 2: Click the Gear to the right of the service provider
Step 3: From the drop-down select Close and Re-Assign
Step 4: Select Case Re-Assign Type to Use Switch
Step 5: Select the Service Provider you would like to use
Step 6: Click Reassign Account
Note: It is important you keep the Re-Assign Type as Use Switch, this will keep the case in Switch and will follow the rules of the Switch schedule.
