Case/Profile Management (Lenders)
This article applies to everyone The Events tab is an activity log detailing all activities by the case worker, agent, supervisor, client, or anybody...
Thu, 18 Aug, 2022 at 9:28 AM
This article applies to lenders How to Place a Case On Hold Step 1: From the case view of an assignment click the Hold Case button Step 2:...
Thu, 18 Dec, 2025 at 7:36 AM
This article applies to lenders Step 1: Navigate to a case and click on the Pencil in the Dashboard tab Step 2: Choose the desired ...
Fri, 2 Sep, 2022 at 7:47 AM
This article applies to lenders How To Create Case Tags Step 1: From Settings click on Case Tags Step 2: Click +Case Tags Management ...
Thu, 18 Aug, 2022 at 1:39 PM
This article applies to lenders How to Edit Case Information Using Options Button Step 1: From the case details, click the Options button on the...
Fri, 23 Sep, 2022 at 9:00 AM
This article applies to lenders, forwarders and agencies Step 1: Navigate to the case, click OPTIONS Step 2: Under OPTIONS, click Create...
Thu, 27 Apr, 2023 at 9:04 AM
This article applies to lenders Step 1: From the case view, click on Complaints Step 2: Under Complaints, scroll down and click on +Res...
Thu, 27 Apr, 2023 at 9:06 AM
This article applies to lenders Step 1: Under Complaints scroll down to +Resolution Step 2: Fill out the form and click Save D...
Thu, 27 Apr, 2023 at 9:06 AM
This article applies to lenders, forwarders and agencies MBSi has been tracking complaints for years using the Vendor Comply system in our legacy platf...
Thu, 27 Apr, 2023 at 9:04 AM
This article applies to everyone Released 4/10/2023 RecoveryConnect mobile now has an optional On Hook photo for agents in the field. With the increas...
Tue, 11 Apr, 2023 at 5:40 AM