Once a customer has selected a loan and completed the final approval process with the lender, you will receive a notification prompting you to create a Purchase Order (PO).

The PO will been sent to your Customer to approve the funds transfer to you. Once approved by the Customer, it’s complete!

Instructions for creating the Order:

  • Select 'Edit'
  • Provide the PO info such as Product Description and Cost (only select 'Add Item' if there are multiple products) and select 'Save'
  • Scroll to the top and select 'Done'
  • Select 'Send'

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