How do I learn more about a Stipulation?
Where can I learn more about my customer's stipulation?
On the Customer Tile:
- A caution icon identifies customer tiles where we require additional information.
- Hover over the icon to view the stipulation information.
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On the Customer Profile:.png)
How can I find all my customers with a Stipulation?
You can find all of your customers with stipulations by toggling the "Stipulations Filter" in the Orange portal.
What is a stipulation?
A stipulation is a step in the loan approval process that the customer or sales rep must resolve before the customer can move forward in the process. The most common example of a stipulation is to upload a copy of the title if a customer is not listed on the county title records.