Getting Started
Learn how to navigate the Funder Software and its features
- Using the Reports feature
- Adding and updating Capital Providers in a lien
- Using the Bulk Edit tool
- Using the Bulk Add tool
- Communication Tools in the Funder Software
- Adding Funded Liens to Existing Cases using the Bulk Add tool
- Changing the Case Owners
- Bulk updating the Case tracking contact
- Follow up date tracking for team members' daily workload
- How to Re-Open a Lien/Case
- Basics of the Funder Software
- Creating and Adding a new plaintiff
- Navigating Case Profile
- Updating the Case Status
- Law Firm Portal Integration
- Assigning a Case Contact
- Setting the Primary, Secondary and Tertiary Owners for Cases
- Adding a Lead Source
- Adding case notes
- Managing Case Documents
- Logging Lien Payments
- Generating Payoff Documents
- Finding and Adding Information to Law Firms, Providers, and Contacts