Creating a new order from the Dashboard kicks off a workflow process, that when completed, results in a financial assessment report. After an order is created, an email is sent out to your customer's email address specified in the order. Your customer will receive an email that contains a link to the Consumer Portal so the customer can link their accounts and submit the order for report processing.
To create a new order, click the 'New Order' label in the navigation link or the 'New Order' button while on the Orders (pipeline) page.
Creating a New Order requires 4 minimum pieces of information:
- You must select the appropriate Product to order from by selecting the corresponding radio button
- You must enter the Consumer's First Name
- You must enter the Consumer's Last Name
- You must enter a Valid email address for the consumer to receive the invitation to complete the order (Pay careful attention to ensure there are no typos).
In the event there is a Co-Applicant for the order the same minimum requirements must be entered for that additional person.
Helpful Tip: Highly recommended that clients enter a Reference ID for each order created for better "in-house" tracking of orders created and processed. If provided, this Reference ID will appear in orders and on the report and can be used to search for orders from within the Dashboard.