Case/Profile Management - (Agencies)

Service Item Tabs Explanation
This article applies to Lenders, Forwarders and Agentcies Service Items allows you to add new service items fees and tax rates for the purpose of in...
Tue, 23 Feb, 2021 at 9:56 AM
Assigning Zones Through The Company Employee Screen
This article applies to everyone Assigning Zones Through Company Employee Screen Step 1: Log in with admin access, hover over Settings in the men...
Tue, 1 Jun, 2021 at 12:52 PM
Releasing Assets to Transporters and/or Auctions
Before you start, make sure you're connected to Transport and Auction entities. Go to Setup Entities to learn more. This article covers how to chang...
Thu, 12 May, 2022 at 10:57 AM
Address Management
This feature applies to lenders, forwarders and recovery agency Admins only Released 6/21/2021. Please note Out of Zone and No Field Agent Assigned ar...
Thu, 26 Jan, 2023 at 10:26 AM
Case Information - Agents
This article applies to agencies Once a case is created in the system and accepted by your agency, you can access the Case Information page to view ...
Mon, 22 Aug, 2022 at 1:51 PM
Manage Auto Plate Purchasing - Agents
This article appiles to agencies Turn on the Auto Plate Feature Step 1: From the home screen navigate to Settings > My Company Profile  ...
Mon, 15 Nov, 2021 at 2:23 PM
Case Dashboard - Updates
This article applies to all users Updates is the section in the case dashboard where you can find all the updates related to a case.   Updates ca...
Mon, 1 Aug, 2022 at 2:02 PM
Customize Case Dashboard
This article applies to Lenders, Forwarders and Agents Step 1: Navigate to a case and click on the pencil in the Dashboard tab Step 2:...
Thu, 20 Jan, 2022 at 1:34 PM
How to Complete On-Hook & Asset Recovery
This article applies to agencies  Completing On-Hook On-Hook allows you to quickly mark the collateral repossessed before driving to a safe location...
Thu, 21 Dec, 2023 at 12:21 PM
How To Do Bulk Case Uploads
This article applies to agency alpha tester users  Step 1: Make sure your user has Alpha Tester as an employee type   Step 2: Go to...
Thu, 26 Jan, 2023 at 1:04 PM