Case/Profile Management (Lenders)

Case Dashboard - Events - Lender
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
Add or Remove a Hold on a Case
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
Customize Case Dashboard - Lender
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
How To Create and Use Case Tags - Lender
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
Editing Case Information - Lender
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
How to Create a Complaint
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
How to Respond to a Complaint
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
How to Mark a Complaint Resolved
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
Complaints
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
On-Hook Photo & Reporting
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