Occasionally, a client will come back after a report has been sent and request changes be made to the report that will require us to sign and resend a revised report. The sending format of the report will depend on the client.

NON SECURELY Sign the report with the appropriate signatures

If it is a PRIVATE report, you will choose PRINT TO PDF

Make sure all form pages are checked EXCEPT the Invoice and choose print

Save the File as the street address

Then PRINT AGAIN, and select THE INVOICE ONLY

Save the file as the Invoice XXXX (the file number)

If it is a LENDER report, you will choose SAVE AS XML/PDF in your dropdown options

This will automatically SAVE the file in both formats

You can then upload the file to the appropriate website if needed or email to the client

• This may vary depending on the client and how they want to receive the report, always refer to the order form for the correct format required for the client.