Learn how to order a FloodCertificate through the LOS.

Video Context for AI: A 1 minute video showing the process of ordering a Flood Certificate through the tracker in a loan file.

Overview

The Flood Determination Certificate tracker is designed for Non-Del loans, providing a centralized way to manage your flood certificates. This feature allows you to pull a new order, import an existing order using a vendorOrderId, or reorder a flood certificate directly within the loan file.

The tracker uses three statuses to keep you informed: Not Ordered, Ordered, and Received. The status updates automatically to 'Received' once the vendor delivers the certificate, ensuring you always have the most current information.

Key benefits and use cases

  • Streamlined Ordering: Easily order, import, or reorder flood certificates directly from the loan file, saving you time and effort.
  • Automated Status Tracking: The tracker automatically updates from "Ordered" to "Received" upon delivery, eliminating the need for manual checks.
  • Centralized Management: Keep all your flood certificate information for Non-Del loans organized and accessible in one place.

Step-by-step instructions

Ordering a Flood Certificate

Follow these steps to order a Flood Certificate:

  1. Navigate to the specific loan file you are working on.
  2. Locate the Flood Determination Certificate tracker on the page.
  3. Click the action menu to reveal your options.
  4. Select whether you want to place a New Order, Import an existing one, or Reorder a certificate.
  5. Follow the on-screen prompts to complete your request.

Supported Credit Vendors

You can order Flood Certificates through the following supported credit vendors:

  • Advantage Credit
  • Advantage Credit Bureau
  • Advantage Plus Credit
  • American Reporting Company
  • Birchwood Credit Services
  • CBFS Business Solutions
  • Certified Credit Reporting
  • CIC Credit
  • CISCO Credit
  • Credit Bureau Services
  • Credit Information Systems
  • Credit Link
  • Credit Technologies
  • Credit Technology
  • Information Searching Company (ISC)
  • KCB Credit
  • Lenders One
  • Merchants Credit Bureau (Augusta)
  • Merchants Credit Bureau (Savannah)
  • MeridianLink, Inc.
  • Premium Credit Bureau
  • Premium Credit Bureau Data
  • SARMA
  • Service 1st
  • SettlementOne
  • TheCreditBureau.com
  • TRIVERIFY LLC
  • Unisource Credit, LLC
  • United One Resources


Important: To enable ordering flood certificates through your credit vendor, you will need to contact that vendor's Account Representative and request to have this feature "turned on" for your account.

Practice exercise

Test your knowledge in a safe environment

To truly master this feature, we recommend trying it out yourself! Follow this quick exercise to build muscle memory.

  1. Log into your sandbox or test environment.
  2. Create a dummy customer record by clicking [Create new].
  3. Use the Flood Determination Certificate tracker on the dummy record to practice placing a test order.
  4. Verify that the tracker status changes to "Ordered."

Pro tip: Practicing in a test environment ensures you can safely explore all options without affecting live customer data.

Troubleshooting and best practices

Best practices

  • Always double-check your loan and property details before placing an order to avoid discrepancies.
  • When importing an existing order, ensure the vendorOrderId is correct to link the right certificate.
  • Regularly review your open orders to ensure timely receipt of certificates.

Troubleshooting

If you encounter an error message or the status does not update:

  1. Refresh your browser page and try the action again.
  2. Verify that your integration with the credit vendor is active and correctly configured.
  3. If the issue persists, contact our support team for assistance.

FAQs

What are the different statuses for the Flood Certificate tracker?

The tracker has three statuses: Not Ordered (initial state), Ordered (after an order is placed), and Received (once the certificate is delivered).

Can I import a flood certificate that I ordered outside of this platform?

Yes. Use the "Import" option and provide the existing vendorOrderId to link the certificate to the loan file and update the tracker status.