Case/Profile Management - (Agencies)

Service Provider Map and Score Card
Service provider map provides the detailed geographical information of the service provider and how they are connected to the current lender/ forwarder comp...
Tue, 23 Feb, 2021 at 9:50 AM
LPR Dashboard: Historical Hits, Validated/Available and Archived Data
This article applies to Recovery Agencies  The LPR tab on the dashboard contains a list of all your LPR hits from previously scanned vehicles ...
Thu, 25 Apr, 2024 at 2:39 PM
Approved Lot Agent Restrictions
This article explains about the scenario when the LOT requirement is approved by the forwarder and RISC inspected by the lender, this is how it follows:  ...
Wed, 25 Nov, 2020 at 4:02 PM
Company Profile Setting: RCM Mandate, RC Mandate and RC Enable
The RCM Mandate, RC Mandate, and RC Enable options are found in the Enabled Mandate drop down located on the right side of your company profile page. ...
Wed, 25 Nov, 2020 at 4:06 PM
Agents - Address Report
The Address Report allows you to view the addresses assigned to each agent.  From the main menu bar, navigate to Agents > Address Report.  ...
Tue, 24 May, 2022 at 11:53 AM
My Reports - Agents
This article applies to agencies Reports allow you to customize and view real-time data via a list, graph, or chart.  To customize your report, sele...
Tue, 24 May, 2022 at 10:01 AM
Case Dashboard - Details
First tab found within the Case Details page, under dashboard is the details tab, which gives the details of the clients and lien holders, borrower, addr...
Wed, 25 Nov, 2020 at 4:10 PM
Agents - Field Agents(old)
This article applies to recovery agency admins From the home screen, navigate to Agents > Field Agents (old) a list of field agents and their asso...
Tue, 24 May, 2022 at 11:54 AM
Enabling Links and Using the Appointment Scheduler
This article applies to Agencies Once you have set up the Appointment Scheduler for your company, you can enable appointment links and beg...
Tue, 3 Aug, 2021 at 11:37 AM
Agent Information by Zone
This article applies to recovery agencies Detailed information of your field agents by zone can be found by navigating to Agents > Zone Management  ...
Tue, 24 May, 2022 at 10:02 AM