MBSi Corp.

This article applies to all users Updates is the section in the case dashboard where you can find all the updates related to a case.   Update...

This article applies to everyone The Events tab is an activity log detailing all activities by the case worker, agent, supervisor, client, or anybody...

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:...

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 ...

This article applies to lenders How To Create Case Tags Step 1: From Settings click on Case Tags  Step 2: Click +Case Tags Management   ...

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...

This article applies to lenders, forwarders and agencies Step 1: Navigate to the case, click OPTIONS Step 2: Under OPTIONS, click Create...

This article applies to lenders Step 1: From the case view, click on Complaints  Step 2: Under Complaints, scroll down and click on +Res...

This article applies to lenders Step 1: Under Complaints scroll down to +Resolution  Step 2: Fill out the form and click Save  D...

This article applies to lenders, forwarders and agency company admin or case workers Case type changes are required to be at the parent case leve...