Changes that can require a new credit check:

1. Changing the product terms.
2. ​If the loan amount is above the approved amount.

How to submit a Change Order:

1. Locate the customer’s opportunity in Orange and click into the customer details page
2. The action will be one of the following:
   1. New Loan button at the bottom of the page – customer has not yet signed Loan Documents (For these steps, go to our New Loan article)
   2. Change Order link at the top of the page or Change Order button at the bottom of the page – customer has already signed Loan Documents

Clicking the Change Order button will bring you to the Enter Loan Information screen, once you have entered in the necessary information, click the Submit Change Order button.          

One more step! On the New Product Quote page, select either Email Loan Documents or In-person Document Signing (only if you are with the customer).