Case/Profile Management (Lenders)
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
This article applies to clients with switch manager access This function will allow you to create an LPR case prior to the Switch date. ...
Thu, 11 Jul, 2024 at 12:10 PM
This article applies to lender users Currently, Switch has three user types associated with it. Switch Manager - Having this option as an empl...
Wed, 7 Aug, 2024 at 8:39 AM
This article applies to lenders and forwarders using Switch Switch provides an organization with the unique ability to set rules and schedules within t...
Thu, 11 Jul, 2024 at 11:41 AM
This article applies to lender company admins Step 1: From the parent case view navigate to the Service Provider tab Note: Cases need to be ...
Thu, 11 Jul, 2024 at 11:49 AM
This article applies to companies using Switch Switch UI Management Which UI Supports Action S...
Fri, 16 Aug, 2024 at 9:40 AM
This article applies to company admins and case workers Step 1: Select +Case at the top navigation Step 2: Add Case Type Step 3: Enter a VIN n...
Thu, 11 Jul, 2024 at 12:52 PM
This article applies to everyone Step 1: From the case view navigate to the Rule ID and click on the ID number 1. Shows: Current...
Thu, 11 Jul, 2024 at 1:43 PM
This article applies to Alpha Testers using Switch to Bulk Upload Cases Step 1: Make sure your user has Alpha Tester as an employee type ...
Thu, 11 Jul, 2024 at 2:30 PM