Presentation on theme: "PRIOS ARA Limited Agent User Instructions PRIOS ARA Limited Agent User Instructions Professional Repossessors Interactive Operating System."— Presentation transcript:
PRIOS ARA Limited Agent User Instructions PRIOS ARA Limited Agent User Instructions Professional Repossessors Interactive Operating System
Using Internet Explorer, login with the Login ID and Password provided to you Login at www.prios.com/ara
Home Page When a client submits an assignment to you, you will receive an email notification that reads: New account number 1014 has been created by Global Bank on 03/12/2013 8:57:15 AM. Log into PRIOS and you will see this account listed as Unaccepted on the Account Summary screen. To accept this account, change the account status from Unaccepted to Open. After logging into PRIOS, you will find this new assignment in the Unaccepted Assignments table as shown. Click Unaccepted Assignments to open the table.
Unaccepted Assignments Table Click the File # to go to the Unaccepted Assignment.
Debtor / Info Page This is how an assignment looks in PRIOS. The header section displays the pertinent account information and shows the assignment is in U – Unaccepted status. Click the Change Status button to change it to Open status.
Choose Open from the Status Drop-down list, and click Save.
The file is now in O – Open status. Run your mouse over the Accounts tab on the Menu Bar to see the sub-menu of all the account sections. The main assignment information page is called the Debtor/Info page. This is where you add or edit Debtor/Cosigner information. You can also click the Edit Assignment Info button to change the Type, Branch, or Comments on the assignment.
Client / Loan Page The Client / Loan section displays the client contact and loan information.
Attachments Page The Attachments page allows you to upload attachments to the assignment.
Asset Page The Asset page is where you would add or edit Asset information and upload photos and images to the assignment.
Notes Page The Notes page is where you communicate with your client with Update Notes. Update Notes entered by clients are red, and repo agent notes are blue. Some notes are automatically entered for you, such as Assignment Added and Assignment Status Changed, as shown below.
Ledger Page The Ledger is where invoicing for your client is done. View existing invoice worksheets by clicking on the Invoice #, or start a new one by clicking on Create New Invoice.
The Invoice Worksheet allows you to create a customized invoice by creating your own Invoice # or using the system generated one, Changing the ‘Bill-to’ if needed, providing default Line Items as well as giving you the option of creating your own. You can also Print, Email, or Generate a PDF of the invoice.
Forms Page The Forms page is where you create, print and email forms. Choose from several Condition Reports, a Field Visit form, Repo Order, and Personal Property Inventory form.
Standard Condition Report PRIOS forms are interactive by allowing you to ‘click’ on the boxes and buttons to fill out the form online. The forms are then viewable to your client on PRIOS, and you can also Print and Email them.
Quick Search You’ve now seen all sections of an account. Notice when you’re not ‘inside’ an account, you will not find the Accounts tab on the Menu Bar. To find an existing account, use the Quick Search boxes by entering either the VIN, or Debtor last name, or File # in the appropriate field and clicking the corresponding button. Note: partial VIN or partial last names may be used.
Advanced Search Another option for finding existing accounts is the Advanced Search found on the Menu Bar. Enter your search criteria and click the Search button.
Admin The Admin tab found on the Menu Bar is where you manage your company’s information. Click on Client List to see the Client Company Listing. Click on the view icon to open the Client Record.
Branches The Branches section is where your company branches are listed. Click on the edit icon next to an existing branch to view the branch information. If you need to update your information, please contact ARA Home Office at 972-755-4755 or email firstname.lastname@example.org@americanrecoveryassn.org
Profile The Profile section contains your company contact information. The information here is used to create your company listing clients see when looking for an Agent Company. The email address entered here is where the automatic email notification will be sent when a client enters an assignment for you on PRIOS. If you need to update your information, please contact ARA Home Office at 972-755-4755 or email email@example.com@americanrecoveryassn.org
Line Item Mgt. The Line Item Mgt. section lists the Line Items used during invoicing. Several Default Line Items have been created for you to get started. You can also create your own line items by typing in the name of the Line Item and clicking Add Line Item. After they have been added here, they will appear in the Line Item selection list when creating an invoice.
Accounting The Accounting section on the Menu Bar contains an Invoice Search so you can find a specific invoice from a certain client, or on a specific account. Also use this tool to run lists of invoices for one specific branch or date range. Status options are also available to filter your lists by Open, Closed or All invoices
Storage The Storage tab on the Menu Bar is where you create a Storage Report. Choose your search criteria and click the Report button.
Tools The Tools tab on the Menu Bar contains the Change Password link so you can change your Password any time you like. You will also be required to change your password every 90 Days.
Tools The Tools tab on the Menu Bar contains a Maps link that takes you to Google Maps if you need to lookup an address.
Tools The Tools tab on the Menu Bar contains a VIN Decoder for your convenience to decode a VIN at any time.
The Tools tab on the Menu Bar also contains the Contact Us page showing the PRIOS Tech Support telephone number and email address. You will also notice the Suggestions link located in the top right-corner of your screen throughout the program. We encourage you to send us any questions, concerns, suggestions or problems you encounter through the Suggestion Box.
Suggestion Box The Suggestion Box submission tells PRIOS Tech Support which Agent Company you are, along with your email address, and shows what PRIOS page you were working in when sending the Suggestion. Just choose the Priority Level, type in the details of your Suggestion/Question, and click Submit Suggestion.
Help The Help tab on the Menu Bar contains an Overview on how to use PRIOS. Start on the Home page and then click on Help Overview. This is a basic Summary of the information covered in this Power Point demonstration.
Logout The Logout link is located on the right-side of your screen under the Menu Bar. It is always a good idea to logout of PRIOS when leaving your computer. PRIOS also has an automatic logout after 1 hour of inactivity.