Application Process

Application Review
individual requirements :: Use Preview to the right of the document name to quickly review accurate completion of the document/form. :: Use Fill In and...
Wed, Apr 3, 2024 at 2:19 PM
Archive
To Archive an Application Package, select it from your Dashboard. 1. Then, go to the Status tab within the Package view. 2. Select Archive with...
Wed, Apr 3, 2024 at 2:20 PM
Assigning Fees
Let this video guide you through assigning fees to Deal Parties. There also in-depth instructions below the video, with a glossary at the end describing the...
Wed, Apr 3, 2024 at 2:21 PM
Authorizing Fees
Let this video guide you through authorizing fees assigned to you. You can also find more in-depth instructions below the video. Your agent will assig...
Mon, Apr 15, 2024 at 1:21 AM
Back to All Requirements
Once you have accessed a document for editing/completion, you will need to return to the Requirements tab at some point. Be sure to save your work, then...
Wed, Apr 3, 2024 at 2:21 PM
Cancel Application
To Cancel an Application Package, select it from your Dashboard. 1. Then go to the Status tab within the Package view. 2. Select Cancel Package ...
Wed, Apr 3, 2024 at 2:22 PM
Comments
Communicate with other Deal Parties by selecting the comments icon [] in any requirement. A messaging box will expand. Select Add Person [] to view othe...
Wed, Apr 3, 2024 at 2:22 PM
Download/Print Application
downloading applications 1. Generate Application :: Click on the Reviewing button for every requirement, located on the upper right corner, to switch it...
Wed, Apr 3, 2024 at 2:23 PM
Edit Requirements
Use this button to create new requirements for a Custom package or to add additional requirements to an Apply Online package. You will be brought t...
Wed, Apr 3, 2024 at 2:23 PM
Fill Out Form
First, ensure you are within the document you wish to fill out. Then, use this view to enter text into form fields. :: Click on the blue (sometimes g...
Wed, Apr 3, 2024 at 2:25 PM

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