Claiming Work
Manual Claim
- On the All Items tab, find an unassigned submission
- Click the Claim button on that row
- Your name appears on the row and the item moves to your queue
Pull Next (Recommended)
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.
Processing a Submission
Open the Contact
Click the contact name to view their detail page
Review Credit Info
Check the credit report, scores, and any flags
Create or Update Plans
Add funding plans based on the client’s credit profile
Update Status
Change the submission status as you progress: Plan Needed > In Progress > Complete
Add Notes
Document anything the next person needs to know
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
