This section explains how to move orders from a user's old organization to their new organization. When a user is moved to a new organization, a Manager, Supervisor or Customer Service Rep can initiate the move process as described below. Note: Before moving orders, ensure that same lender contacts are set up at the new organization (unless the move request specifies changing the lender contact on all orders).
- From the Batch tab, click the Move Orders link.
- From the Move Orders screen, enter a username and click the Search button.
- The search returns orders at the user’s current organization. The orders are grouped by lender contact name. Using the drop-down menu, choose a new contact for each lender listed.
- Select the order to move by click in the checkbox to the right of the account. Enter a description if needed.
- Click the Move Orders button to queue the orders for batch processing. As shown below, a confirmation message displays when the orders are successfully queued to move.
