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Order Management - Modify Order Details

Once the order has been placed, you can make limited changes to the order information like the Borrower details, Contact Information, and Agent details. 

To modify order details, follow the steps below: 

 

1. Click on the Actions button on the top right of your screen to reveal options 

MANAGE ORDER: 231-00004( see Order ) Order Details Borrower Property Appraisal Client Comments Reports Documents Order Details Order Type Appraisal Number Status Client Name Client Address Client Branch Name Loan Number Transaction Type Sales Contract Date Loan Type Date Needed (Due Date) Priority Residential Appraisal 231-00004 Completed Request Status Update GMM-San Diego 4820 Eastgate Mall, suite 100, san Diego CA 92121 City Branch 3 TC01-DU90 Purchase N/A Conventional Normal Comments Order Type Group Client Display Name Investor Name Property Appraised Before FHA Case Number Loan Closing Date Actions Appraisal GMM-San Diego N/A False N/A N/A

 

2. Click on the Modify Order Details option 

MANAGE ORDER: 227-00026( see Order History) Order Details Borrower Property Appraisal Reports Documents Comments Order Details Order Type Appraisal Number Status Client Name Client Address Client Branch Name Loan Number Lender Different on Report? Lender Address Transaction Type Residential Appraisal 227-00026 Accepted by Vendor GMM-San Diego Request Status Update Order Type Group Client Display Name Investor Name Client/Lender on Report Secondary Lender Email Property Appraised Before Appraisal GMM-San Diego N/A United Wholesale Mortgage test@valsft.com False = Actions General Printer Friendly Version Request Cancellation Duplicate This Order Modify Order Details Modify Users for Order Invoices View Invoice 4820 Eastgate Mall, Suite 100, san Diego CA 92121 City Branch 3 210500051 g 585 S Blvd E Pontiac Ml 48341 Purchase

 

3. Adjust the information as needed 

MODIFY ORDER DETAILS Order Details Investor Name Select One Transaction Type (required) Purchase Loan Number (required) 2105000518 FHA/USDA Case Number Borrower Information Borrower (and Co-Borrower) (required) Justin Bieber & Anthony Fauci Borrower Phone Borrower Cell Phone Property Access Information Contact Person Other Contact Name (required) Other Property Access Instructions Loan Type Conventional Borrower Email bill@valuelinksoftware.com Borrower Work Phone Contact Email test@yopmail.com Contact Phone

 

4. Click on Continue to preview the changes made 

Agent Name Agent Phone Agent Cell Phone Continue Agent Email Agent Work Phone Cancel

 

5. Click Submit to save the changes 

CONFIRM ORDER DETAILS Appraisal Details Investor Name Transaction Type Loan Number FHA/USDA Case Number Borrower Details Borrower & Co-Borrower Borrower Email Borrower Work Phone Access Information Contact Person Contact Name Contact Email Property Access Instructions Agent Information Agent Name Agent Email Agent Work Phone N/A Purchase 2105000518 N/A Justin Bieber & Anthony Fauci Other Pauie test@yopmaiLcom 5785695212 N/A N/A Loan Type Conventional Borrower Phone Borrower Cell Phone Contact Phone Agent Phone Agent Cell Phone Submit Go Back (913) 111-1112 N/A N/A N/A Powered By: ValueLink Software

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