The most important part about the initial training is to get the 4-Step process down for writing a case. From there, we can train on other functions but zero in on the initial bond writing process to begin
Here's a short video on how to go through the 4-steps.
https://www.loom.com/share/3da6eadc9cd5440da0b654f4b68b148a?sid=8e4869a7-c60a-422b-bdd6-3adbd6e2a57e
The 4-Step process:
Start the case
Enter Bond Information
Review
Get Paid
Let’s begin
Step 1:
Enter information
1. Start by clicking the ‘Start New Case’ button either from the Home Screen or in the top right corner.
Option 1:
Option 2:
2. Enter the Defendant’s name and the county of the holding jail
3. Enter the Primary Indemnitor’s Name, Email and Phone Number
4. Confirm the information is correct and hit ‘Start Case’
5. Step-1 is completed. Move to Step-2
Step 2:
Enter Bond Information
1.) Step 1 - Fill in whatever defendant information you can. Anything you don’t have can be filled out (or “added”) later.
2.) Step 2 - Hit the ‘+’ button and select or enter power and fill in power information
3.) Step 13 - Fill in power information by clicking the...
button and editing the specific power information
Remember to fill in the finances associated with the power. Put the bond amount, hit the percentage you want to charge and any associated fees
Make sure you have all the information, and uploads to be collected and documents to be signed and hit ‘Notify Indemnitor’
Step 3:
Review - Review
Select the ‘View Documents’ button to see the signed documents, and click ‘View Uploads’ to view the images and if everything looks good move to step 4!
Step 4:
Get Paid!
Either click ‘Request Payment’ or ‘Bypass’
Request Payment - the indemnitor will receive a text message to pay by Credit or Debit Card
Bypass - Use this if they are paying with Cash or another form of payment
A couple other features that are good for the Agent to know
Setting Up a Payment Plan
Entering a Court Date
Setting up a Check-In Schedule