Complete a legacy collateral verification order

Open the legacy collateral audit workflow

Open the order from Legacy Orders → Collateral Verifications. This is the existing legacy service within Collateral Audit. It does not describe a newly enabled collateral audit product.

Check the Order ID, collateral properties, status and vendor Profile. Report, shipping and transfer actions are available to the appropriate vendor members.

Submit or update a property report

1. Open the report action and choose the intended property. Multi-property orders begin with an overview.
2. Work through the borrower, asset, note and title-policy evidence steps shown in the report wizard.
3. Complete the included/verified choices and any comments or attachments requested. Attach a color-copy ZIP file when applicable.
4. Review the property and report before submitting, then check the saved result.

File selections and shipping drafts reset when their sheet is reopened. Changing the selected report clears its transient attachment. Keep the sheet open while resolving a failed submission so you can review the visible error.

Provide shipping information

Use the shipping action when it is available for the order and complete the package information requested. Review the recipient and shipment details before saving, and check the recorded shipment afterward.

Use the order’s shipment view to inspect available tracking and package information. A private note about shipping is separate from the official shipping entry.

Record a transfer and review history

When a collateral transfer is ready, review the new purchaser’s contact details and use the available transfer action to acknowledge the transfer. Check the result in the order’s history.

The Event Log contains historical activity and shared-file links. Use Profile-private notes for internal work and Contact Support for help with the order. Do not describe this legacy service’s steps as instructions for future collateral audit products until those workflows are implemented.