NOTE: For an interactive demo, please click the link below:
How to Create a File
1. When you are logged into Coviance, click on Files tab
2. Click on "Create New File"
3. Click on dropdown to select File Type
4. Enter in subject property address and make sure you select the correct address from the drop down or continue manually typing correct address
5. Click on Borrower tab
6. Enter in all the borrower's information. The more information entered on this screen, the more information pre-populates when ordering products.
7. In the purple box on the right, make sure to click the button for current address being the same as property address, or manually enter in the current address for the borrower.
8. Click on Co-borrower tab and enter in any applicable information there
9. Click on Loan Info tab. Here you will enter in any loan information you need to order products. None of the fields are mandatory so you can skip if wanted as well.
10. When finished, click on the purple "Create File" button at the bottom. If all is successful, it will create your file and take you the File Overview page where you can order products.
Select the loan type, enter the Subject Property address and Borrower, Co-Borrower information. You can also enter any loan information that is pertinent to the File.
Once the File is created, you can begin placing orders on the File