Clearplan University for Agents

Learn how to use Clearplan to become a better repossession agent.
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  • Lectures 14
  • Length 35 mins
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 3/2016 English

Course Description

Clearplan University for Agents will help you to learn the Clearplan application so you can become a better recovery agent. Stop carrying paper everywhere. 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.

What are the requirements?

  • Have a computer with an internet connection. And, the Google Chrome browser installed.

What am I going to get from this course?

  • Run their assignments faster and with more efficiency.

What is the target audience?

  • This course is meant for repossession agents, spotters and people in the field.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Welcome to Clearplan University
01:03

At its core, Clearplan is a software application that puts all your accounts in one place to help you streamline communication and performance. It molds around your repossession company and the way you work. Clearplan benefits any size company—from the Mom & Pop shop to the company with hundreds of agents.

01:37

In this video, Jordan describes what you will be learning in Clearplan University (CPU).

01:33

Learn how to login to Clearplan on a PC or laptop. You will also learn how to change your password in Clearplan.

01:24

Clearplan provides 24/7 support to our users. In this video, Jordan describes how to ask for help from the Clearplan application.

Section 2: Understanding the Clearplan Map
02:52

In this video, you will understand how Clearplan displays address icons on the map. Clearplan puts all of your addresses in one place on the map... helping you run more efficient and smarter.

05:42

Icons are the bread-and-butter of what Clearplan is. We use an "icon-based" run logic that will help you cut down the noise, and run your accounts in a systematic method. By using Clearplan's icon-based run logic, you will increase your recovery percentage and help you stay on top of your game!

01:25

Using the Clearplan map, you can hover each icon to get a quick snapshot of the account info.

05:42

Using Clearplan's map filters are a must-know aspect of Clearplan. Filters help you as the repo agent "calm the noise" of your map. Use filters to identify what is most important, and run accounts that have the best probability of recovery.

Section 3: Account Details: Checkin, Discount and Recover
01:29

Learn how to profile assignments better using Clearplan and the account details screen.

04:23

The Details screen in Clearplan is where you will perform multiple actions on an account: Leave Updates and Notes, Checkin, Discount and Recover the vehicle.

Section 4: Clearplan Mobile Applications
03:26

In this video, Jordan describes the common actions to use in the Clearplan for iOS application. Use the Clearplan iOS app on your iPhone or iPad. Our Clearplan for iOS application is a native app... this means, Clearplan for iOS is incredibly fast. Learn how to use it in this video.

01:43

In this video, Jordan describes the various menu options for Clearplan for Android. You can use Clearplan for Android on your phone or tablet.

02:20

In this video, Jordan describes how to use Clearplan for Android to see the account details. And, how to checkin and discount an address using Clearplan for Android.

Section 5: Congratulations!
00:41

Thanks for taking the time to learn more about the Clearplan software. Clearplan is a tool that will help you tremendously in the field. If you need additional training and help... we're always available!

Section 6: Test Questions
13 questions

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

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Instructor Biography

John Sullivan, 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.

Instructor Biography

Jordan Sawalqah, 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.

Instructor Biography

Ryan Nadeau, 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.

Instructor Biography

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