Get Collateral Headquarters User Manual - Chase B2b

This guide provides comprehensive instructions on how to fill out the Collateral Headquarters User Manual for Chase B2B online. It aims to simplify the process for users of various experience levels.

Follow the steps to successfully complete the manual.

1. Click ‘Get Form’ button to obtain the manual and open it in your preferred editing tool.
2. Navigate to the Administration section to manage user information. Ensure to add or edit necessary data like addresses, fees, and other identifiers.
3. In the User Management portion, select 'Manage Subordinate Users' to add a new user by clicking the appropriate button and entering required fields such as ID, First Name, Last Name, and Email.
4. After creating a user, you can adjust their Access Control Level and Email Alerts to set permissions and notifications based on their role.
5. Move to the System Basics section to have a deeper understanding of logging in using the provided credentials. Change your temporary password as prompted.
6. Explore the CHQ Menu Toolbar for navigating through orders and user management. Familiarize yourself with sections like Search Results, Order Screen, and Workspace.
7. Fill out the Create New Order section accurately by entering all required fields marked with an asterisk, ensuring details like Correspondent Loan Number and address are correct.
8. Finalize by reviewing all entered data, and use options to save changes, download, print, or share the document as needed.

Complete your documents online today for a streamlined experience!