Step-by-step instructions for adding collaborators to your claims in the iink app, assigning them appropriate roles, and understanding how notifications are managed for each stakeholder.
Adding a Collaborator
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Log In: Access to the iink app.
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Select your Claim: On your dashboard, you can either select your current claim or click the blue "START NEW" button at the top right to create a new claim.
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Add Stakeholders: At the bottom of the page, click on “+ Add Stakeholder.”
- Select Role: Choose the appropriate role for each stakeholder from the following options:
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- Homeowner: Payee listed on the check who needs to sign digitally.
- Professional: Individual receiving payment as part of the claim.
- Mortgage Company: Listed on the check's pay-to-the-order line.
- Insurance Carrier: The company that issued the check.
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Enter Details: Provide the required information for each stakeholder, including email and phone number.
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Assign Approval Status: For professionals, assign the appropriate approval status:
- Signer: Listed on the check and must sign off on the transaction.
- Approver: Not listed on the check but required to approve fund distribution.
- Viewer: Can edit or review the claim but does not receive funds.
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Submit: After entering all stakeholders, click "SUBMIT" to finalize the addition.
For detailed guidance, refer to the iink knowledge base article: How can I add and manage stakeholders?
Editing Notification Preferences
- Once logged into the iink app, on the left-side menu, go to "My Account"
- Scroll down, under "User Settings" you will find "Notification Preferences".
- You will be able to select how -email or SMS- and what kind of notifications you want to receive.
- Also, you can choose which day of the week would you like to receive an email digest about the status of all of your files.
Once all the changes are made, click on "Save" at the bottom, to apply the new settings.
For more information or assistance, please contact iink support at:
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Email: support@iink.com
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Support Line: 833-468-4465. Monday through Friday from 9:00 AM to 5:00 PM Eastern Standard Time (EST).