This article applies to lenders 




How to Edit Case Information Using Options Button

Step 1: From the case details, click the Options button on the right



Step 2: Make your edits then click Save 



The edits will replace the previous information




How to Edit Case Information from the Details Tab


From the Details tab, you can edit the information for: 

  • The borrower
  • The address and references
  • The Collateral  


Edit Borrower


Step 1: Click on the Details tab 




Step 2: Under Borrower, click the Gear > Edit to make information updates. 

 



Step 3: Make changes then click Save



The edit will populate in the Borrower section




Edit Addresses and References

 

Step 1: From the Details tab under Addresses and References, click the Gear 



Step 2: Click Edit 



Step 3: Complete your edits and click the Save button



Step 4: Click Yes to re-geocode the address to save changes 



The edits will display under the Addresses and References section




Edit Collateral

 

Step 1: From the Details tab under Collateral click the Gear > Edit



Step 2: Make edits and click Save



The edits will be displayed under the Collateral section