
Learn how admin users read company data beyond the map. Interpret zone details and measure agent progression to improve efficiency and performance with clear plan.
In this video, you will learn how to log-in to Clearplan, and how to change your user settings.
Learn how to access 24/7 live support on Clearplan via the bottom-right chat bubble, get quick answers, and receive updates on new features and product developments.
Explore the jobs page overview, including open jobs counts, sorting and searching, and quick view details for each debtor with VIN, addresses, and order date, plus cautions on closing jobs.
In this video, we describe each of Clearplan's system icons.
Use clear plan map filters to view your company from multiple angles, filter by client to see open work, older accounts, and single-run items across a custom date range.
Add new team members on team page by filling criteria, entering the DNA-ID from RDNA, issuing a password, assigning the user or admin role, and confirming login within 24 hours.
Streamline order entry by assigning adjusters to zones, not accounts, to reduce steps. Train agents to rely on the map view and let clear plan show all accounts.
The lecture introduces a real-time agent location feature in the business plan, showing agents on a map with frequent updates and zone details, for tablets and smartphones, including historical feed.
In this video, you will learn how to show or hide Clearplan's icons from selected Team Members.
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.
Learn how to accept or reject LRP scans in clear plan, manage advanced alerts, identify scan types by map view and color codes, and handle auto closures and missing alerts.
Review the approved job orders tab to validate the oldest addresses first, discount incorrect ones, save, and return to the job validation screen with live, active information.
Manage historical camera scans within approved job orders, save and edit jobs to add accounts to the map, and merge multiple scans for faster account acceptance.
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.
Appreciate admins for taking clearplan university and unlock new ways to view data, drivers, zones, and clients, while maximizing resources with ongoing training.
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.