Overview
The Order Detail Page serves as a centralized location consolidating all transaction information, communication records, and ongoing workflows. Efficiently navigating this interface allows you to locate crucial data, communicate with the Lender, and keep up to date with the current order status.
Navigating the Order Detail Page
The Order Detail page brings together all transaction information, communication records, and ongoing workflows into separate functional areas to assist you with processing your order.
Use the Order Action toolbar controls to manage and navigate the active order:
Active List: Return to the main order grid (list).
Status: Refreshes the page to reflect the current status.
Notes: Opens the Title Notes window to view and send notes.
Agents: View and add Title and Closing Users who can access the order.
Accept/Decline: Select Accept to accept the order or Decline to reject it.
The Order Detail panel houses core order information broken out into convenient sections to make information like Property, Loan, and Borrower data easier to find.
Order Documents: Upload new documents by clicking on Add New or select All Docs to review previously attached files.
Order Workflow: Is the focal point of this page. This is where you are guided, step by step, through the events and documents required by the Lender for the order.
Order Status: Displays a historical log of important workflow events on the order.
Outcome
After reviewing this guide, you will be able to navigate the Order Detail page and understand its key features and functionality.