Change customer name, email, phone number or address.
Change a customer's name or address
A customer's name/address can be changed before a credit application is completed. Once a customer completes their credit application, their name/address is locked in the system. This is to ensure the customer is protected from any fraudulent activity.
- If you need to adjust their name/address before running credit, follow the instructions below.
- If you need to change their name/address after they have completed a credit application, please call our Support team at 888-850-3359.
Change a customer's phone number
This can be adjusted at any time by following the instructions below.
Change a customer's email
The customer's email can only be adjusted if the request comes from the customer. If the customer needs to update their email, please have them call our Support team at 888-850-3359.
Changing Customer Information
- Login to the Orange portal and go to the ops dashboard.
- Click on the customer tile.
2. Click “Edit Customer Details”
3. Edit the fields you need to update and click "save."
Customer's name/address will be locked after the credit application has been completed. If you need to update a customer's name/address before signing loan documents, please contact our support team at 888-850-3359.
