Proposals

How to Submit a Change Order

  1. You can submit a Change Order in two separate ways in a proposal, either in the credit application or through the sidebar menu.
    1. 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. Screenshot 2025-01-09 at 10.57.24 AM
    1. To submit a change order through the sidebar menu, expand the menu on the right side of the proposal and select "Change Orders"
    2. Screenshot 2025-01-09 at 11-52-43 AM-png
  2. Once the change order modal is open, you will be able to adjust a new loan amount and/or a new loan option.Screenshot 2025-01-09 at 10.58.10 AM
  3. After making the adjustments needed, press the submit button.Screenshot 2025-01-09 at 10.58.34 AM
  4. Confirm the changes you are making and press submit. Screenshot 2025-01-09 at 10.58.52 AM

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