Case/Profile Management (Lenders)

Violent Event - Lender Setup
This article applies to lender managers and company admins Step 1: Hover over Settings and select My Company Profile Step 2: Scroll to Viole...
Mon, 12 May, 2025 at 1:46 PM
How To Create A Mass Hold
This article applies to company admins  Document Purpose Outline the functions and features of Self-Service Portfolio Management.  Core Features Cus...
Tue, 24 Feb, 2026 at 9:53 AM
Lien Loss Automation and Scheduling
This artilce applies to new customers using lien verification Document Purpose This document outlines how to schedule and set up automation for ...
Wed, 4 Mar, 2026 at 10:52 AM
Lien Verification Queue – New Features Overview
This article applies to Lien Verification Manager employee type This article outlines the latest enhancements to the Lien Verification Queue. These u...
Mon, 19 Oct, 2026 at 10:12 AM
What Does RCM Mandate Mean?
This article applies to all users RCM Mandate means that when a company turns this option on, then agencies can only recover through the RCM app. Th...
Thu, 25 Jun, 2026 at 11:45 AM