Due Diligence. Fingertips. at Your. Discover how easy it is to integrate credit reports and other data and services with CINcompass.
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1 Due Diligence at Your Fingertips Discover how easy it is to integrate credit reports and other data and services with CINcompass. Learn how to: Activate and configure the credit report option Order credit reports and other products and services Import credit report data Track progress and pay bill
2 Save time and increase accuracy Experience an easier, more convenient and faster way to access and verify data without ever leaving CINcompass. Save Time Data is populated in the appropriate fields as soon as it is available. Increase Accuracy No more manual entry and the errors that go along with it. Control and Filter Data Speed up preparation and easily manage what data is imported. Centralized Storage Everything is saved in one location within the matter. Bankruptcy Matter Choose from a variety of BAPCPA-compliant products to auto-populate the matter. Credit Reports Credit Counseling and Debtor Education Courses Real Property Appraisals & Title Products IRS Tax Transcripts Broker Price Opinion Credit Assurance A post-bankruptcy package which includes a credit report, dispute services and credit monitoring.! NOTE: The order and use of Consumer Credit Products is permissible only for the purpose of preparing a consumer bankruptcy case in performing due diligence and verification of consumer debts pursuant to the Bankruptcy Abuse Prevention and Consumer Protection Act of Custom Matters If you are preparing a matter for another practice area, such as a divorce proceeding, choose from the following: Real Property Appraisals & Title Products Broker Price Opinion IRS Tax Transcripts The ability to share and collaborate, allows our paralegal to order and authenticate due diligence items and get paystubs entered seamlessly. Eric Summers, Attorney Chicago, IL The CINgroup
3 Order Credit Reports and More As a CINcompass customer, you automatically get a CIN Legal Data Services account that allows you to order a variety products and services to satisfy your due diligence. You have immediate access to bankruptcy courses, property appraisals and title products, tax transcripts and post-bankruptcy services. And you are only one step away from ordering Bankruptcy Credit Reports. To create an order: 1. With an open Matter, under Manage Matter, select Due Diligence 2. Click Create New Order 3. Confirm applicant information, then click Next 4. Select from credit reports, bankruptcy courses, tax transcripts and more Activate the credit report option:! NOTE: A bureau-mandated inspection is required before you are allowed to gain access to consumer data. 1. Click the link, Activate Credit Report Option 2. Complete the form with your Attorney Name and Physical Address 3. Click Submit 4. Within one business day, you will receive a call from a representative to schedule the inspection. Once the inspection is completed, the credit report option will be activated within one business day The CINgroup
4 Order Credit Reports and More To create an order: (con t) 1. Once you have selected the products you would like to order, click Next 2. Depending on your product selection, you will be prompted through entering the required information 3. Review the Order Summary! NOTE: The Save as Default Order checkbox allows you to save your order selection and preferences for future clients. If this box is selected, on your next order, you will be sent directly to the Order Summary window. 4. Edit or Delete products with buttons under Options. 5. Add additional products to an order with the + button 6. Once reviewed, click Create Order The CINgroup
5 Import Credit Report Data To import data into the schedules: 1. With the Matter open, click on Bankruptcy Information 2. Select Liabilities Schedule 3. Click the Import button 4. Check your Import Settings which include: Import Unknown/Zero-Amount Accounts: Include zero accounts found on the credit report Auto-assigned Schedules: CINcompass will automatically assign liabilities to their expected schedules Show previously imported Accounts: View all liabilities that may have already been imported into the matter Primary applicant is Husband: Select if the Wife is the primary applicant in a joint matter 5. Check additional tabs (Public Records, Prior Bankruptcies, Aliases) to select more data to import 6. Click Import! NOTE: All tabs will import at the same time. A confirmation message will be generated asking you to confirm the items for import The CINgroup
6 Access Details and Track Progress Once you create the order you can view order status and execute a variety of activities. With the Matter open, under Manage Matter, select Due Diligence. You will see the following options: A. Add Product: Click the Add button to add a product to your order. A B C B. Update Order: Use this button to import an existing order or refresh the current order. C. Order Summary: Download a summary of the order to share with your clients. Products assigned a Pending status:!! Credit Report: A pending status may indicate you need to authenticate your debtor(s) identity and obtain their authorization. To authenticate click on Client Authentication at the top right of the screen. Credit Counseling and Debtor Education Courses: Once a course has been ordered, the debtor is notified via to take the selected course. Upon completion, the status changes, you are notified via and the certificates will be automatically uploaded. NOTE: The certificates are stored in the Documents tab in the matter. Tax Transcripts: Form 4506-T is required by the IRS in order to release your debtor s tax transcripts. Under Other Documents, click Unsigned Tax Transcript Request to download and fax or the form. NOTE: Once completed, the data automatically populates question 4 in SOFA Broker Price Opinion: This order takes 72 hours before moving to Complete Status. Credit Assurance: This post-bankruptcy package includes a credit report which completes 45 after Ch 7 discharge or Ch 13 confirmation. Products assigned a Completed status immediately: The following data and documents are available in real-time and immediately assigned a completed status: Ownership Report Property Appraisal Lien Search and Ownership Reports The CINgroup
7 Pay your Bill Convenient access to your CIN Legal Data Services account through CINcompass enables you to quickly and easily log in to make a payment. To pay your invoice: 1. Under Settings, open Firm Settings 2. Select the Due Diligence Billing tab 3. Click the link. Your CIN Legal Account will open, without requiring an additional login 4. Under Billing & Invoices, You can enter a One Time Credit Card Payment or set up Recurring Monthly Payments. 5. Click Process Payment 2015 The CINgroup
8 QUICK TIPS If you have previously placed a Due Diligence order for a client in your prior bankruptcy software or through your account on you can import that information for no extra charge. To import an existing order:! 1. Open the Matter 2. Click on Manage Matter and select Due Diligence 3. Click Create New Order 4. Enter the required information 5. Click Next 6. Click Attach this order to CINcompass and add products NOTE: CINcompass will import all products into the matter with no additional charge. Credit report configuration: 1. Under Settings 2. Click on Bankruptcy Settings 3. Click on Manage Credit Report Import 4. Choose from a wide variety of option including Ownership and General Settings, $0 Liabilities, Original Debts and Bankruptcy Addresses 5. Click Save The CINgroup
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