Clearplan University for Admins
4.8 (281 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
2,859 students enrolled
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Clearplan University for Admins

The A to Z guide to learning how to use the Clearplan auto repossession software.
4.8 (281 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
2,859 students enrolled
Last updated 1/2017
English
Price: Free
Includes:
  • 1 hour on-demand video
  • 1 Supplemental Resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Understand how to use Clearplan to manage the day-to-day actions of a repossession company.
  • Learn the inner-workings of Clearplan to help you easily spot action items within your repossession company.
View Curriculum
Requirements
  • All you need before starting the course is a computer, tablet or phone with an internet connection.
Description

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.

Who is the target audience?
  • This Clearplan course is meant for auto repossession company Owners, Office Managers and Case Workers.
Compare to Other Strategy Courses
Curriculum For This Course
23 Lectures
01:02:21
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Introduction to Clearplan for Admins
4 Lectures 07:05
Introduction to Clearplan
02:16

What you will learn in Clearplan University
01:52

In this video, you will learn how to log-in to Clearplan, and how to change your user settings.

How to Log-In to Clearplan
01:33

How to get support on Clearplan
01:24
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General Overview of Clearplan
5 Lectures 17:57
Overview of the Clearplan Interface
01:41

Jobs Page Overview
02:31

In this video, we describe each of Clearplan's system icons.

Understanding Clearplan's Icons
05:42

How to Read Your Map
03:38

How to Use Clearplan's Map Filters
04:25
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Managing Your Team
4 Lectures 10:13
Adding New Team Members
03:35

Save Time With Order Entry
02:57

Realtime Agent Location in Clearplan
01:41

In this video, you will learn how to show or hide Clearplan's icons from selected Team Members.

Icon Lockout
02:00
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Understanding Zones in Clearplan
4 Lectures 13:38
Clearplan Zone Basics
03:07

How to Draw Zones
04:50

Understanding the Zone Detail Page
03:30

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.

Using Zone Details for Managing Clients
02:11
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Rejecting and Accepting Accounts
3 Lectures 08:13
Accepting or Rejecting LRP Scans
03:15

Validating RDN Addresses
02:30

Accepting Historical Camera Scans
02:28
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Understanding the Client Section in Clearplan
2 Lectures 03:50

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. 

Clearplan Client Section Overview
02:05

Learn how to use the Client Details to organize your company's work according to clients and the way you would like to run.

Clearplan Client Details Overview
01:45
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Thanks for Taking the Course
1 Lecture 01:25
Thanks for Taking Clearplan University
01:25
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Test Questions
0 Lectures 00:00

Congrats, you're almost done with Clearplan University! Just pass this quiz and you'll be on your way.

Clearplan University Admin Test
10 questions
About the Instructor
John Sullivan
4.7 Average rating
931 Reviews
4,330 Students
2 Courses
Founder at Clearplan

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 Zane
4.8 Average rating
278 Reviews
2,860 Students
1 Course
Founder at Clearplan, Owner Zane Investigations

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 Sawalqah
4.7 Average rating
931 Reviews
4,330 Students
2 Courses
Founder at Clearplan, Owner Alpha Recovery

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
4.7 Average rating
931 Reviews
4,330 Students
2 Courses
Repossession Advocate at 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.