1. Select New Order from the Top menu.
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2. A screen for the New Transaction Form will show up when you click on New Order. This contains Select Recipients of Order, Transaction Information, Property Information, Borrower Information.
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3. Select one or more Services from Select Recipients of Order Services dropdown.
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4. To place an order, select the Vendor and Products/Services for selected Services.
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Note: A Remove Service button is provided to remove the service from the selected list, if required.
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Example: Flood Certificate Service is Removed.
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5. Enter all required Transaction Information details in Transaction Form.
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6. To Make the order highest priority enable the check box, Rush.
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7. Enter all required Property Information and upload the file if required by Choose File Button.
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8. Enter all required Borrower Information.
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9. Enable Use Grantor Name Check box and fill Grantor Information if required.
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10. Enable Use Business Name Check box, add Business Name if the loan is required for business and add Grantor Information required.
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11. Enable Same as Property Address Button if the Borrower address is same as Property address.
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12. Enter If any Service/product required Additional information displayed in bottom of the page.
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13. Click on the SUBMIT Button to Submit the New Order.
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14. The Order ID will be created when you click the SUBMIT button.
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15. Once Order is Created, created order will be display in Orders Tab from Top menu.
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Note: We will Receive an Email notification for the Additional Fees approval.
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Note: We will get the additional cost added to Invoice for the Service order.
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Note: Denied cost will not be added to Invoice for Service Order.
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Completed Flood Certificate:
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Updated Flood Certificate with new Names:
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Note: Password should be a combination of Uppercase Letters, Lowercase Letters, Numbers (Numbers should not be in series order) and Special Characters.
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Search functionality provided to search data from the table. }})
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Exported excel format data:
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Utilize the Vendor and Lender filters to filter the Service receipt generated page if required.
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Note: Once all the payment completed from Re-Seller Payment Receipt the Reseller information will be automatically updating to Payment Tracker from accounts module.}})