This article applies to lenders or forwarders using Switch





Step 1: Hover on Requester's Menu

Step 2: Click on Rules 


Step 3: Click on Create New Rule


Step 4: Name your business rule 

Step 5: Give your business rule a brief Description 

Step 6: Select Status from the drop-down list 


Step 7: Add Vehicle attributes as needed 

Step 8: Create a Region (State, City, Zip)

Step 9: Select Order Type(s) - Involuntary, Voluntary, Impounds...

Step 10: RecoveryConnect indicators: Bankruptcy, Fraud, Military...

Step 11: Rule Instructions

  • Rules will end (Days / Rule Expiration Date) 

    • Business Days or Calendar Days?

  • What is Next:

    • Close - The cases currently in rule by expiration date auto close 

    • Stop - Cases are removed from further placement transfer 

  • Reuse Forwarder/Agent - flexibility to allow or restrict placement transfers to same vendor 

Step 12: Click Save