Hold Offer gives you more control of what offers get sent to your clients and when they get sent. Enabling Hold Offer allows you to send approved offers to clients up to 30 days after final underwriting.
IMPORTANT: Offers that are on hold will be cancelled if you choose not to send them within 30 days.
1. Once you receive the final offer from underwriting, click on the case in the account center:
2. Click Hold offer
Editing the final offer
Beyond holding the offer, you can also make changes to best meet your clients needs.