How do I learn more about a Stipulation?
Where can I learn more about my customer's stipulation?
- Login to the Orange portal and go to the Ops Dashboard.
- Then, you will see the ‘Stips’ tab.
- Once you are on the stipulations tab, you will see all customers with a stipulation. Click into the customer tile if you are trying to resolve a customer's stipulation.
- In the customer tile, you will see the information regarding your customer's stipulation. There will be a brief description regarding the stipulations, and what you will need in order to resolve it.
- This is where you can upload the necessary documents to resolve the stipulation. Just click ‘UPLOAD DOCS’ and you can either drag and drop into the box, or browse your files. After you upload the necessary documents, a Sunlight team member will review.
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.