General Notice:
This update release is scheduled to occur on the morning of September 6th, 2023.
Discover
Discover - Reports | CNAC Back Off report results lack BDFL03 locations
Bug Fix - When BDFL03 has an account in Charge Off Status it should appear on the Charge Off report.
Discover - Collections | Letters | Letters not populating after Chargeoff (BDTN01)
Bug Fix - Populate F11550-AA Explanation of Calc of Surplus/Def after charge off
Deal Scoring
Deal Scoring - Rules | ARE 4.0 (adjust risk score when Deal has Trade and/or CoBuyer)
Adjustment to AlignedRiskScore
Increase the score by 5 points when there is a CoBuyer and no trade
Increase the score by 10 points when there is a trade and no CoBuyer
Increase the score by 15 points when there is a CoBuyer and a trade
**Note: Defining trade for deals where Trade Allowance – Trade Payoff > $0
CRM
CRM - Lead Book | Customer Follow up | Filtering and Sorting
For Customer Follow Up section Only: Users are now able to click on the column headings to sort each column ascending or descending. Users are also able to click on the “Filters” button to create filters. We have also update the Customer Name to show Last Name, First Name so it matches with the filtering and sorting functionality
Note: if you are filtering by Customer Name and you use the “equals” operator you will need to search by Last Name, First Name. The sorting functionality will sort the list by last name.
CRM - Lead Book | Saves Filter in Lead Book when page Refreshes
Users are now taken back to the bucket they were previously looking at in the lead book when they navigate to a customer profile and back.
Note: When navigating back, the filter will no longer be in place. We will be updating this functionality after we have finished our enhancements to the Lead Book.
MyByrider
MyByrider - FIX | Cobuyer cannot see the schedule payments from a payment schedule created by
the Buyer
byrider.com
byrider.com | Home page refresh Part 1
There's a new look on Byrider.com.
Updates to the design, user experience, and content with more features being added in coming weeks.
Content and design has been worked on closely with several franchisees who have volunteered their time and experience to work with marketing team associates and IT to bring this update to life for a more meaningful customer experience.
Vendors
Vendor & Service Provider - Verifacto | Setup (CT103)
Update Credentials for CT103
Forms
Forms - Indiana Application for Cert of Title | Affects IN Locations
A new version of the “Indiana Application for Cert of Title” was released for Indiana which includes a box for electronic lien and title (ELT).
Forms - 60000-AR Sales Tax Tag Reminder | Affects AR Location
The 60000-AR Sales Tax Tag Reminder was updated to reflect the change from 30 days to 60 days for payment of the sales tax.
Forms - F11140-IL Affidavit of Repossession | Affects IL Locations
The Illinois Secretary of State has updated the F11140-IL Affidavit of Repossession (VSD609) form. The phrase, ”not damaged in excess of 33.3%” is now, ”not damaged in excess of 50%.”
Attendance