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Claiming Work

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Manual Claim

  1. On the All Items tab, find an unassigned submission
  2. Click the Claim button on that row
  3. Your name appears on the row and the item moves to your queue
On the My Queue tab, click Pull Next to automatically claim the most urgent unclaimed item.
Pull Next always picks the item with the worst SLA. This ensures the most time-sensitive work gets picked up first.

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Processing a Submission

1

Open the Contact

Click the contact name to view their detail page
2

Review Credit Info

Check the credit report, scores, and any flags
3

Create or Update Plans

Add funding plans based on the client’s credit profile
4

Update Status

Change the submission status as you progress: Plan Needed > In Progress > Complete
5

Add Notes

Document anything the next person needs to know. New notes and processing comments show the signed-in author’s name and role, even when someone else is assigned to the file. See Contact Notes and Authors.

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Reassigning Work

If you need to hand off work to another processor:
  • The admin can reassign from the Team panel
  • Or unassign yourself and let another processor claim it