Question 1

How should you login to the portal for updated cases?

Accepted Answer

Go to Clients/Assignees, click on Show Global Clients, and select the folder type.

Answer

Contact the admin for access.

Answer

Click directly on the Update tab.

Answer

Use the Clear plan directly without logging in.

Question 2

What should you do if an update has already been given on a case on the same day?

Accepted Answer

Do not give another update on the same case.

Answer

Skip to the next client.

Answer

Give another update if it is critical.

Answer

Delete the previous update and provide a new one.

Question 3

What is the correct sequence for giving updates?

Accepted Answer

Follow the client list in the order provided and continue the next day from the last case.

Answer

Update the most critical cases first.

Answer

Start with the newest cases each day.

Answer

Update cases in random order.

Question 4

Which case types should not receive updates?

Accepted Answer

Impound, Voluntary, and GPS accounts.

Answer

Only GPS accounts.

Answer

All case types should receive updates.

Answer

Only Voluntary accounts.

Question 5

What should be done if there are multiple addresses in a case?

Accepted Answer

Provide an updated alternate address.

Answer

Only update the primary address.

Answer

Ignore the alternate addresses.

Answer

Ask the client for clarification.

Question 6

When should you open Clearplan?

Accepted Answer

To check if the address is under the area or out of the coverage area.

Answer

Only when there are no updates.

Answer

Before logging into the portal.

Answer

After completing all updates.

Question 7

What is the purpose of copying VIN and pasting it on Clearplan?

Accepted Answer

To check the address and property details.

Answer

To confirm the case type.

Answer

To verify the client's identity.

Answer

To update the client's contact information.

Question 8

What should be done after clicking on 'Save changes' in Clearplan?

Accepted Answer

Refresh the RDN tab and check for updates.

Answer

Log out of the portal.

Answer

Send an email confirmation.

Answer

Close the Clearplan tab.

Question 9

Which template should be selected for updates?

Accepted Answer

Select one template according to the property.

Answer

Always use the initial update template.

Answer

Use the second update template for all updates.

Answer

Randomly select any template.

Question 10

How are the initial updates categorized?

Accepted Answer

Based on the type of property and whether the collateral is present.

Answer

By the urgency of the update.

Answer

Based on the client's preference.

Answer

According to the date of the case.

Question 11

What should be done if an address appears occupied?

Accepted Answer

Agent will continue recovery efforts at this location.

Answer

Close the case immediately.

Answer

Skip the address and update the next one.

Answer

Provide an update stating the address is invalid.

Question 12

What is the key difference between second and third updates?

Accepted Answer

Second updates confirm the address and continue efforts; third updates continue efforts with collateral not present.

Answer

Second updates close the case, third updates open new cases.

Answer

Second updates are optional, third updates are mandatory.

Answer

There is no significant difference.

Question 13

What should be done if an address is confirmed valid but collateral is not present?

Accepted Answer

Provide an initial update stating the collateral is not present.

Answer

Contact the client for next steps.

Answer

Update the address as invalid.

Answer

Close the case.

Question 14

When is it important to check the case type?

Accepted Answer

Always, to ensure it is Involuntary, Investigate, or Repo.

Answer

When there is a discrepancy in the address.

Answer

Before logging into the portal.

Answer

Only if the client requests it.

Question 15

What should you do if a case type is not open?

Accepted Answer

Do not provide any updates.

Answer

Provide a tentative update.

Answer

Update with the initial template.

Answer

Ask for permission to update.

Question 16

Why is it important to follow the client list order?

Accepted Answer

To ensure all updates are given systematically and none are skipped.

Answer

To make random updates.

Answer

To prioritize high-value clients.

Answer

To complete updates faster.

Question 17

How should updates be handled if multiple updates are required for an address?

Accepted Answer

Give the second or third update depending on the last update provided.

Answer

Update all addresses simultaneously.

Answer

Skip to the next address.

Answer

Always give an initial update.

Question 18

What should you do after updating RDN?

Accepted Answer

Refresh the RDN tab and verify the update.

Answer

Proceed to the next case without checking.

Answer

Log out and log back in to check updates.

Answer

Notify the client via email.

Question 19

Which updates should not be given on the same day?

Accepted Answer

Any update on cases already updated the same day.

Answer

Initial updates only.

Answer

Updates for Impound cases only.

Answer

Second updates only.

Question 20

How should you handle an address that appears occupied during recovery efforts?

Accepted Answer

Continue recovery efforts at the location.

Answer

Close the case and move on.

Answer

Contact the client for further instructions.

Answer

Update the address as unoccupied.

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