Getting Started (Lenders)

Edit Existing Users/Set Up New Users - Lenders
This article applies to Company Admins Edits to Existing Users Step 1: Navigate to Settings > Company Employees. You will automatical...
Mon, 17 Oct, 2022 at 1:26 PM
Service Provider Settings - Lender
This article applies to lender company admins Service Provider Settings Service Provider settings are the different settings available to the lender/...
Wed, 9 Mar, 2022 at 10:31 AM
Providers: Pending Connections - Lender
This article applies to lender company admins Pending connections are connection requests to or from outside entities you do business with.  Hoov...
Wed, 9 Mar, 2022 at 2:34 PM
Set Up Coverage Area - Lenders
This article applies to lender company admins A coverage area allows you to name and designate a specific geographical area that can be refe...
Fri, 30 Aug, 2024 at 2:38 PM
Search For Anything - Lender
This article applies to everyone Users can use the search feature to search for a case by VIN, case number, address, borrower name, invoice, las...
Wed, 17 Aug, 2022 at 11:23 AM
Switch - How to Create a Business Rule
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 ...
Thu, 11 Jul, 2024 at 9:48 AM
Switch - How to Create an LPR Schedule
This article applies to lender or forwarders using Switch Step 1: Hover on Requestor's Menu Step 2: Click on Schedule Step 3: Click...
Thu, 11 Jul, 2024 at 10:58 AM
Switch - How to Create/Update Mappings
This article applies to lender or forwarders using Switch Step 1: Hover on Requestor's Menu Step 2: Click on Mappings Step 3: Click o...
Thu, 11 Jul, 2024 at 1:55 PM
Switch - How to Create a Vendor Schedule
This article applies to lenders or forwarders using Switch Step 1: Hover on Requestor's Menu and select Schedules  Step 2: Under R...
Thu, 11 Jul, 2024 at 10:22 AM