Case/Profile Management (Lenders)
This article applies to lender admins only The Address Management feature allows forwarders to review and edit cases that require attention due to a...
Tue, 8 Mar, 2022 at 3:13 PM
This article applies to lenders The menu bar bubble counters allow you to see the running counts for: My Cases Closes/Holds New Service Pro...
Fri, 18 Mar, 2022 at 1:29 PM
This article applies to lenders After logging in, you see navigation menu bubbles in the top right of the page. These are action items, informa...
Wed, 11 May, 2022 at 1:35 PM
This article applies to lenders company admins Step 1: Open the case Step 2: Click on the Service Providers tab Step 3: Click the +Case Service P...
Fri, 18 Mar, 2022 at 10:16 AM
This article applies to lender company admins and case workers Step 1: Click on + Case Step 2: Complete Basic Info details Client Case ...
Thu, 29 Aug, 2024 at 7:16 AM
This article applies to lender company admins and case workers Addresses & References contains the details and references pertaining to the coll...
Fri, 18 Mar, 2022 at 1:09 PM
This article applies to lender company admins How to Close a Case Step 1: Navigate to an open case Step 2: Click the Close Case button ...
Fri, 18 Mar, 2022 at 1:20 PM
This article applies to lender company users accessing iRepo, Vendor Comply and Contract Comply Step 1: From Microsoft Edge, open the Vendor Compl...
Wed, 26 Jul, 2023 at 11:28 AM
This article applies to lenders Reports allow you to customize and view real-time data via a list, graph, or chart. My Reports To pull a rep...
Fri, 18 Mar, 2022 at 12:56 PM
This article applies to company admins and case workers Clients/service providers are able to mark a case/ address as Do Not Contact (Meaning don't...
Tue, 5 Apr, 2022 at 6:42 AM