1. Select New Order from the Top menu.
}})
2. Once you click on New Order, a screen will appear for New Transaction Form. This contains Transaction Information, Borrower Information, Property Information, Service/Products Orders.
3. Enter all required Transaction Information Details in New Transaction Form.
}})
4. To Make the order highest priority enable the check box, Rush.
}})
5. Enter all required Borrower Information.
}})
6. Enable Use Grantor Name Check box and fill Grantor Information if required.
}})
7. Enable Use Business Name Check box, add Business Name if the loan required for Business and add Grantor Information required.
}})
8. Enter all required Property Information and upload the file if required by Choose File Button.
}})
Note: Property data can be added as Legal Description or Legal document by uploading Document
9. Enable Same as Borrower Button if the property address is same as Borrower address.
}})
10. To place an order, choose one or more products/Service (Vendor and Products/Services) from the Select Recipients of Order list.
}})
11. Enter If any Service/product required Additional information displayed in bottom of the page.
}})
12. Click on the SUBMIT Button to Submit the New Order.
}})
13. Once you Click on Submit Button the Order will be created with Order ID and Application Number.
}})
14. Once Order is Created, created order will be display in Orders Tab from Top menu.
}})
Note: UI design for Select Recipients of Order has been changed as in the screenshot below.
Previous UI design for Select Recipients of Order:
}})
Updated UI design for Select Recipients of Order:
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
Note: We will Receive an Email notification for the Additional Fees approval.
}})
}})
}})
}})
Note: We will get the additional cost added to Invoice for the Service order.
}})
}})
}})
Note: Denied cost will not be added to Invoice for Service Order.
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
}})
Note: Password should be a combination of Uppercase Letters, Lowercase Letters, Numbers (Numbers should not be in series order) and Special Characters.
}})