Complete the Collateral Info Tab - Two-tab

Description:

This page describes how to complete the Collateral Info tab of the two-tab Service Request. 

Details:

1. If this is a multiple collateral request, and the first property has been entered, click Add New to begin entering the subsequent property information on the Service Request.

2. If the request will include 4 or more properties (Portfolio), check mark the box Make this Project a Portfolio.

3. Enter Property Location information.

4. Click the blue Map Property button to populate Zip Code, County, Country, Latitude and Longitude fields.

5. View or change auto-populated Zip Code, County, Country, Latitude and Longitude.

6. Enter Assessor’s Parcel Number.

• Select one or more services to add to the Service Request (1)

Complete the remainder of the fields on the form, then click Create Service Request at the bottom of the page (1)

If all required fields have been filled out, the Create New Loan modal will close and the Service Request will be created. If any required fields have not been completed, the modal screen will refresh and list those required fields in red.

• View required fields that have not been filled out are listed at the top of the page (1)

• Fill out the required fields and click Create Service Request 

If all required fields have been filled out, the Create New Loan modal will close and the Service Request will be created.