Application Process
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
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
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
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
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
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
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
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
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
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