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Clearplan University for Admins will help you to learn the Clearplan application so you can become a better repossession company owner, office manager and/or repossession case worker. With Clearplan, you will stop carrying paper everywhere and lose the pen to write updates. Stop calling the office to see if the account is still open. Simply search in CP to see if the account is open. Stop running accounts that are already discounted or recovered, you're just wasting time and costing yourself money. Stop stepping on each other’s toes. Streamline communication within your team. Clearplan helps you do all of this while molding around the way your company runs.
We have no doubt that when implemented correctly you will see nothing but more units and higher recovery rates than ever before. Service to our clients is top priority and it's what gets us "more work" or "higher volume," before Clearplan we were having to remember all these addresses. The issue is that one of these addresses may very well have a unit in the driveway and with everything we are committing to memory ,it's easy to forget. Nothing looks worse in the clients eyes, but thats all about to change.
One on of the key issues in our industry is there has never been an industry vetted tool for repossession logistics, until Clearplan. Clearplan was built with 30 years of industry knowledge with founders that actually still run a truck at night. This personal dedication to always being the best and ahead of the curve, along with the support of almost 6,000 users is why Clearplan is the only choice for repossession logistics. Finally a system that your admins and office staff can use to speak with our agents in the field getting new addresses and important account info into the field, in real time with no refreshing. Clearplan was built by repo guys, for repo guys.
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|Section 1: Introduction to Clearplan for Admins|
Introduction to Clearplan
What you will learn in Clearplan University
In this video, you will learn how to log-in to Clearplan, and how to change your user settings.
How to get support on Clearplan
|Section 2: General Overview of Clearplan|
Overview of the Clearplan Interface
Jobs Page Overview
In this video, we describe each of Clearplan's system icons.
How to Read Your Map
How to Use Clearplan's Map Filters
|Section 3: Managing Your Team|
Adding New Team Members
Save Time With Order Entry
Realtime Agent Location in Clearplan
In this video, you will learn how to show or hide Clearplan's icons from selected Team Members.
|Section 4: Understanding Zones in Clearplan|
Clearplan Zone Basics
How to Draw Zones
Understanding the Zone Detail Page
The Zones Details section is a great place to prioritize your work based on a number of factors. You can also mass-change icons and do many other actions within this section.
|Section 5: Rejecting and Accepting Accounts|
Accepting or Rejecting LRP Scans
Validating RDN Addresses
Accepting Historical Camera Scans
|Section 6: Understanding the Client Section in Clearplan|
The Client feature within Clearplan is a powerful feature. Use the information in this feature to analyze your clients for profitability and assignment count. A good office manager / owner should be reviewing the Client screen daily.
Learn how to use the Client Details to organize your company's work according to clients and the way you would like to run.
|Section 7: Thanks for Taking the Course|
Thanks for Taking Clearplan University
|Section 8: Test Questions|
|Quiz 1||10 questions|
Congrats, you're almost done with Clearplan University! Just pass this quiz and you'll be on your way.
John Sullivan is the founder of Clearplan. A technology entrepreneur with over 14 years of experience, John specializes in designing high-performance software interfaces, product development, business operations and strategy, managing product teams and the software development lifecycle. Prior to founding Clearplan, John was the founder of Bullsprig--a marketing and design agency in Reno, Nevada. John enjoys developing software applications that are easy to use.
Justin is the President and Founder of ClearPlan. He began his career in the repossession industry in 1999. He started Zane Investigations in 2005. Since that time, Zane Investigations has grown to be the largest repossession company in Nevada. Having recognized numerous inefficiencies and low margins in the repossession space, he collaborated with the talented team members of ClearPlan to create an flexible and un opinionated platform for owners recognizing similar industry pitfalls.
Jordan got his start in the repossession industry in 2006. At the beginning of 2008, Jordan went out on his own and started Alpha Recovery. Working quickly, Jordan and his team turned Alpha Recovery into the largest repossession company in the greater Phoenix area. Identifying the lack of industry related logistics tools, Jordan founded Clearplan.
Ryan Nadeau has been in the repossession and private investigation industry for 10+ years. Currently, Ryan oversees training and operations for Clearplan agents, office managers and owners. Previously, Ryan was the head of operations for Rapid Recovery Agency. While at Rapid, Ryan helped take the company from 350 repossession per month, to well over 850 repossessions per month.