To perform a quick search for an order, follow the steps below:
1. Simply start typing in the Quick Search Box at the top of the screen and the system will begin to display results based on the first few letters.
2. Click on any of the results to view their details, or press enter to view the results in a separate page.
You may search using the appraisal number, property address, vendor file number, tracking number, county name, loan number, or borrower name.
To perform an advanced search for an order, follow the steps below:
3. Click on Orders on the dashboard to display the menu, and then on Search Orders.
4. You may search using the loan number, appraisal number, property address, vendor file number, tracking number, county name, or borrower name using the Keyword field. You can also narrow your results by selecting any of the filter criteria available.
5. Click Apply Filter to search the system.
6. Orders color coded in red are orders for which an internal revision has been requested.
7. Orders color coded in orange are orders for which a client revision has been requested.
8. Click on the Order Number (e.g. R13-00000) to view further details.
To search an order on the teams workboard, enter loan number, appraisal number, property address, vendor file number, tracking number, county name, or borrower in the search box.
Click on the order Number to view the summarized order details on the workboard. Alternatively, open the detailed order screen in a new window.
This screen displays all the information of an order and allows you to perform multiple actions on the order.
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