Case/Profile Management (Lenders)

Address Management for 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
Bubble Counters - Refresh Button - Lender
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
Navigation Bubble Counter Menu - Lenders
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
Assigning a Service Provider to a Case - Lenders
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
How To Create A Case - Lender
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
How To Add An Address To A Case - Lender
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
How to Close or Re-Open a Case - Lender
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
How To Access Legacy Products Using MS Edge
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
My Reports - Lenders
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
Setting Cases to Do Not Contact
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