How to Add a Note on Title Order Management

Overview

Use the internal Notes system to centralize communication with lender clients directly within the order. Documenting updates here helps minimize fragmented email chains and keeps all stakeholders aligned.

Adding a Note

1. Navigate to the order action toolbar and click Notes.  

2. Click Add Title Note.

3. Enter a subject in the Subject field and text in the Main Body field.

4. Click Post to save the note.

5. Scroll to the bottom of the text timeline to view your recent entry and any received lender notes.  

Outcome

Completing these steps enables you to seamlessly exchange real-time updates and maintain a transparent communication log.