Repo Request
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Repo Request

Overview symbol Overviews

Repo Request

This option works with U1701 Recovery Tracking module, a separately purchased module of LeasePak. In order for this option to appear in the selected tracking modules, users must have purchased that particular tracking module and Recovery tracking module. Use tracking module->user setup option Menu tab to select the options to appear in the menu listing.

This menu option allows a customer service representative or collector to refer a delinquent account to be repossessed. The account will then be reassigned to the supervisor's queue in order to be approved. Supervisor permissions are set in the U1731 Recovery update User Profile.

When the repo request is approved, the account is transferred from the tracking module work schedule to the Recovery Work Schedule. If Repo Request is denied, the account is assigned a new status and reassigned to the appropriate queue.

This screen allows the user to request a repossession of assets.

Field Descriptions

  • ACCOUNT NUMBER
    The account number is displayed.
  • CUSTOMER NAME
    The customer name is displayed.
  • MAKE/MODEL
    The make/model of the vehicle is displayed.
  • ACCOUNT STATUS
    The account status is displayed.
  • QUEUE
    The assigned queue, if any is displayed.
  • ACCOUNT TYPE
    The account type is displayed.
  • NAME
    The name on the account is displayed. If the name on the account is different than the name of the person who possesses the asset, it may be changed.
  • ADDRESS1
    The address is displayed and may be changed.
  • ADDRESS2
    The address is displayed and may be changed.
  • CITY
    The city is displayed and may be changed.
  • STATE
    The state is displayed and may be changed.
  • ZIP
    The postal/zip code is displayed and may be changed, up to 9 characters maximum length. LeasePak expects specific postal code formats for the US, Canada, and several other countries. Refer to Postal Code Formats (opens in a new window) for more information on specified formats.
  • CONTACT
    The name of the contact is displayed and may be changed.
  • PHONE
    The phone number is displayed and may be changed.
  • ALTERNATE REPO LOCATION
    If there is an alternate repo location, the address is displayed below.
  • SPECIAL INSTRUCTIONS
    Enter any special instructions necessary for the repossession.
  • REPO REASON
    Select the reason for repossession. Click the for a list of valid codes. Codes may be defined in the U0722 Custom Codes update (category: REPO REASON).
  • REPO INSTRUCTIONS
    Select the repo instructions. Use the Help menu for a list of valid codes. Codes may be defined in the Custom Codes [U0722] update (category: REPO INSTRUCTIONS).
  • REFER FOR REPO
    This switch must be selected if the user requesting the repo does not have supervisor privileges. It will allow for the account to be assigned to a supervisor's queue for review.
  • SUPERVISOR
    This must be checked by the supervisor after the repo request has been approved and moved to the recovery work schedule. If the Supervisor does not select this and click OK, then the Repo Request will be rejected and the account will be moved back to the appropriate queue.