You can use the Get Next button to automatically find the next file that needs work and assign it to yourself. With the click of 1-button, you can begin working on the next outstanding file.


Content Includes:


Note: using the Get Next button assigns the entire file - all supplements - to you.  If you want to work on single supplements across multiple files, click here to view the article on How to Work on a Single Supplement. 


The Get Next button can be found in the Search Orders widget and is represented as the Person-Arrow icon, highlighted in red here.

How It Works

When a Processor clicks the Get Next button to begin working on a file, XOLX automatically does the following:

  • Finds the oldest unassigned supplement in a Requested status.
  • Assigns that file and all Supplements on that file to the Processor.
    • Please note: this action does not assign currently locked files, however files that have been locked for more than three hours will be available in the Get Next queue.  
  • Opens the file directly into the Supplements section to begin their work.


If there is no work that is outstanding, no files will be assigned to the Processor.


Additional Supplements and Get Next

Additionally, if the client requests an additional supplement after the file has been assigned to a Processor via Get Next, that additional supplement will be automatically assigned to that same Processor UNLESS ALL SUPPLEMENTS HAVE BEEN COMPLETED on the file.  


If all supplements have been completed on the file, and an additional supplement is requested from the client, the supplement will go back into the Get Next queue for assignment.


Please Note: If the Processor uses Get Next and then adds an additional supplement to the file from XOLX, they need to be sure and Take Ownership of that newly added supplement.


Working on Supplements

Click Get Next to be assigned to the entire file and open the file to the Disputes/Supplements tab to start your work.


The supplement will display first, and the account information will be appended to the supplement request just below.

To prevent working in excessive windows or web browser tabs, you can compose and send an email to the requestor without having to leave the Supplement page, via clicking on the 'User' hyperlink. 

This action will open your default email application to compose and send your email to the designated recipient, with the recipient’s email address automatically populated for your convenience. To verify that the email is being sent to the appropriate user, you can hover over the User hyperlink to quickly view the email address.

Check your Client Instructions (found at top right of the page), then review the work being requested, and scroll down to the account to begin work.


Attachments

Use the Attachments tab to view any files that were included with the supplement request. The number to the left shows how many attachments are affiliated with the request. Attachments will be displayed with a date they were added for tracking purposes.

To view the attachment, select the eye icon. This will open the attachment in a new tab. 

Should you need to remove the attachment, select the red X.

You can upload any necessary attachments to the entire request via the Upload File or Drag File Attachment Here sections.  This will upload the file to the entire request. To upload a file to a specific supplement, view the supplement in the Disputes/Supplements tab and upload your file there.


Access Your Rolodex

There are two ways you can access your Rolodex: 1. access the Rolodex via the Navigation Menu, or 2. via the Trades tab. When working in a Supplement, click the linked Creditor Name to access your rolodex. 

Then update the account per the work being requested by you client. Note that you can Save your work at any time from the Save button at top. Please note that work is not auto-saved – you must click Save to make sure your changes are saved.


Client Call/Email: Adding an Additional Supplement to the File

If your client calls in to request a supplement, simply open the request that needs service, scroll down to locate the account in question, expand it, then click the Add Supplement option and fill out the service request. This will mark the account as needing a supplement and add it to the Disputes/Supplements queue.


Printing Verification/Rapid Rescore Forms

To print a verification or rapid rescore form, scroll up to the Disputes/Supplements area, locate the newly-supplemented account, and click the hamburger button at right and select the action you want to perform: either Print Verification or Print Rapid Re-score.

  • Please Note: to print the verification or the Rapid Rescore form, the account must already be in Supplementing and listed in the Disputes/Supplements section.


Viewing and Working with Raw Data

Raw data can be found below the account detail in the Unmerge section – click the down-arrow at right to expand and view current raw information and all other bureau raw information.

To reset any edited account information, right-click within the displayed bureaus listed. Once you right-click on the appropriate trade, you can use that bureau's data as the current trade. This will automatically update your Current trade with the data from that specific bureau.


Supplement Statusing

Status the supplement as your work progresses: if you need to contact the creditor or are waiting for more info, change the status to Waiting and Save.


Billing for the Supplement

When the work being requested is done, set the status to Done. You will be prompted to update billing price/tax as needed.  

Then you can either Save to be taken back to the prior screen, Cancel to undo your changes, or click Save & Print to save your work and go directly to the print screen to begin previewing and sending the updated file back to your client.


Printing the Supplement and Sending Updated Reports to Your Client

Clicking Save & Print is the fastest and easiest way to send updated report outputs back to clients by going straight to the Print screen, shown here.  

  • Note: You can also get to the Print screen from the menu at left.

To notify the client user of report delivery, at the top check the checkboxes to send emails to the Client user that ordered the report, the User that ordered the supplement, and any Processors at the client office.

Find the Supplement output, and click the down arrow to expand it. Select a Report Header, and enable/disable any addons you need for this client. Click the paper icon to preview the output. Click the arrow-paper icon to send the report to the mailbox. This will also send any email notifications you selected.


Verify Billing

To verify billing, select the Billing tab within the Request Details screen. 

  • Note: click the plus sign at top to add charges, credits or payments.

Supplement charges will be listed here. Expand any billing item to view details.

Viewing the Edit Log to Track Report Changes

Utilize the Edit Log to view the edits performed within a Supplement according to the date and timestamp of when the action occurred, the User that performed the action, and a brief description of what was adjusted. Hover over the menu and the left and click Edit Log.


The Edit Log list will be shown from newest activity to oldest activity, according to the date/timestamp of when that action took place. 

  • Note: to view a more extensive description of what was adjusted, expand the down-arrow.