Case/Profile Management - (Agencies)

Case Details - Status & Actions
This article applies to agency company admins and case workers Once a case is created in the system, the Case Details page provides all information rel...
Tue, 12 Apr, 2022 at 11:23 AM
Managing and Clearing the To Do List
This article applies to agentcy admins, case workers and field agents The To-Do List displays all cases where the Condition Report PDF or some actio...
Tue, 31 Jan, 2023 at 1:30 PM
Using My Reports to Filter on Geo Update
This article applies to lenders, forwarders and agencies How to do a Geo Update Report Using a Prebuilt Report Step 1: Hover on My Repo...
Mon, 8 Aug, 2022 at 3:01 PM
Case Dashboard - Events
This article applies to everyone The Events tab is an activity log detailing all activities by the case worker, agent, supervisor, client, or a...
Thu, 18 Aug, 2022 at 9:29 AM
Case Dashboard - Attachments
This article applies to everyone The attachments tab is where all the attachments for a case can be found.  Attachments here can be attached during ...
Thu, 21 Dec, 2023 at 1:14 PM
How to Create and Use Case Tags
This article applies to everyone Use Case Tags on cases as a virtual sticky note that you can add to the case details.  How to Create Case Tags ...
Mon, 22 Aug, 2022 at 1:52 PM
Accounting Dashboard - Receivables
This article applies to agency admins and accounting employee types Accounting Receivables is where you can manage the money being paid to you by your ...
Tue, 17 Oct, 2023 at 9:24 AM
How to Pull a Report for On-Hook with Photo
This article applies to everyone Step 1: In RecoveryConnect click on My Reports Step 2:  Find the filter Was Tow Dolly/Flatbed Used  No...
Mon, 10 Apr, 2023 at 7:35 PM
How to Complete a Bulk Change
This article applies to everyone My Reports within RecoveryConnect allow you to complete bulk actions easily. This comes in handy when changing a fi...
Wed, 19 Apr, 2023 at 8:45 AM
How to Complete an Auto Field Visit QA
This article applies to agencies The following article will help you complete a field visit within RecoveryConnect. Step 1: When on a case click...
Fri, 9 Jun, 2023 at 10:31 AM