Payoff Workflows

Request lien and payoff workflow support

Start a payoff-focused request when you need help with lien status, coordination, or payoff workflow routing before working inside the secure BaseCase tools.

Use this form for high-level payoff and lien workflow requests. Please do not include:

Specific medical diagnoses or detailed treatment notes
Detailed symptoms or health conditions
Social Security numbers, insurance, or other sensitive identifiers

Once reviewed, case-specific payoff details and supporting records can be handled inside the secure workspace.

Payoff Workflow Request

Start a payoff-focused request when you need help with lien status, coordination, or payoff workflow routing before working inside the secure BaseCase tools.

Intake Notes

This route is tailored for requests tied to lien tracking, payoff coordination, and case-financial workflow visibility.

Case And Lien Context

Payoff work is more reliable when status, parties, and lien details stay connected to the same case record.

Reduces off-platform handoffs between teams
Keeps workflow ownership clearer across participants

Review Before Routing

A short intake lets the team route payoff questions to the right case or workspace flow first.

Useful for status questions or payoff process blockers
Helps separate access issues from actual case workflow issues

Secure Next Step

Detailed case-financial information should stay in the protected portal workflow after the request is triaged.

Avoid sending settlement or case-sensitive detail through open channels
Move final coordination into the secure BaseCase workspace