Overview
This guide shows you how to navigate and manage your assigned orders, filter file queues, and access support. The system optimizes your workflow by automatically routing you based on your current volume—sending you directly to an individual order file or a full list view.
Navigating the Order List
The system path changes based on the number of assigned active orders:
Single Order: The user is automatically redirected to the Order Detail page.
Multiple Orders: The user is directed to the Order List page without requiring additional action.
On the Order List, filter orders by Active, Completed, or Archive to locate a specific order.
Click the borrower's Last Name or anywhere within the row to open the full order details.
For real-time operations support contact details, click Contact Us.
Select Reports from the top toolbar to generate and review reports (if applicable).
Outcome
Understanding these elements enables you to navigate your entire order pipeline efficiently and access deep file details without friction.