Handle wraparound note payoffs and releases

Review the wraparound notes

Open the order’s Overview and find Wraparound Notes. Each note is associated with a property and lender. Check the relevant note before uploading or viewing documents; one order may contain more than one wrap.

The workflow tracks three different documents: Payoff Details, Payoff Receipt and Lender Release. Uploading one does not satisfy the other two requirements.

Provide payoff details

1. Choose the available Provide Payoff Details action in Next Steps or the relevant note card.
2. Review the lender and property information shown.
3. Select the requested document for the correct note.
4. Review the selected files and submit the documents that are ready.

Use the lender contact details displayed for that note when coordinating the payoff. If information is missing or inconsistent, contact Support before using another note’s document.

Add receipts and releases

As the order becomes ready for the next steps, provide the payoff receipt and lender release through their corresponding actions. Workflow prerequisites can keep later actions locked while earlier information is available.

A batch can cover several notes. Check each row so a PDF is attached to the intended note, and review the remaining incomplete items after submission. Use the available replace action if a document needs correction.

Check the uploaded documents

View the document from its note card or use Files to find the order’s workflow documents. Confirm the file opens and the right requirement is complete.

A general private-note attachment is separate from these required workflow documents. Uploading a PDF to a note does not complete a payoff or release task.