FORMS, FORMS, FORMS
We at Baja have created many forms to assist you in presenting a professional look,
monitoring your billing, receivables and many other aspects of your company. Many of our forms
have been created based on the needs of our current customers. Never hesitate contacting us with
your needs or ideas, as we are here to serve you! As we see it, Your Success is Our Success!
Baja currently offers two Repo Order formats. We suggest that you view each, which can be
changed by clicking on File, System Setup and Options and decide which one best suits your
needs. There are also options as to just how much information you wish to expose to your
agents. The second format will allow you to save the Repo Order as a document and attach
it to an e-mail.
A Condition Report for cars and pickup trucks is available within the Vehicle Tab of the
Case Folder. Click on the Condition Report button and it will open for you. We have some
customers that will print up a blank Condition Report and include it with the Repo Order for
their Agent to complete after recovering the collateral. If your Agent has legible handwriting,
you can fax it directly to the Client or you can re-enter the information within the Condition
Report and print it fresh and neat!
On the Repo Tab of the Case Folder is the Repo Location field. This is the information that
will appear in the Repo at: field next to the debtor name.
By clicking on Tools and Company Forms, a window will open displaying a list of additional
forms for your use. Please note that these forms have been created in Microsoft Word and
therefore Microsoft Word will be required for their use. As you will see there are other
Condition Reports within the Company Forms. We currently have included a Boat, RV and Travel
Trailer, with work being done on a motorcycle which we hope to release soon!
Below is a list of Forms currently available with in the Company Forms:
- Release Authorization
- Release to Transport
- Release to Debtor
- Personal Effects Notice
- Personal Effects List
- Client Update
- Fax Cover Sheet
- Boat Condition Report
- RV/Motor Home Condition Report
- Travel Trailer Condition Report
- Voluntary Release Form
- Police Report, CA
- Police Report
- Notice of Seizure, CA
- Notice of Seizure
- Release to Auction
We suggest that you choose a case number, go into Tools and Company forms and double
click on one of the forms. This will open the form in Microsoft Word. At the top, within
the tool bar you will see a "button" Get Case. Click that button and a small box will open.
Type in the case number and click OK. The form will pull the information within that case
and place it into the document. You may want to do this with each form, print it and place
in a file or book to refer to when you wish to know which form best suits your needs. This
would also be helpful should you need to train someone new in your office.
If you wish to save a particular document, you need to click the Save Case "button". This
will save that document within the Document Tab of the case you have chosen.
With Baja Recovery Software, if you have a personalized form that you wish created specifically
for your company, we charge $75.00 per form. If you have a form that you and the Baja partners
agree could benefit all of the customers and you wish to share it, we would be happy to incorporate
it within Baja at no cost to you. The majority of our forms were created to meet the needs of
our customers, at their suggestion!