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Release Notes
How to Submit a Change Order
- You can submit a Change Order in two separate ways in a proposal, either in the credit application or through the sidebar menu.
- To submit a change order through the credit application, open up the credit application by clicking the "Qualify" button. Inside the credit application, press the "Change Order" button.
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- To submit a change order through the sidebar menu, expand the menu on the right side of the proposal and select "Change Orders"
- Once the change order modal is open, you will be able to adjust a new loan amount and/or a new loan option.
- After making the adjustments needed, press the submit button.
- Confirm the changes you are making and press submit.
Watch How to Submit a Change Order