On Demand Order

As part of our commitment to continuously improving our product offerings, you now have the ability to place On Demand Orders for any monitored client in your portfolio. With the On Demand Order, you no longer have to wait until the next monitoring period to see new activity for a monitored client. This feature is particularly useful if you want more up-to-date information on a monitored client regarding:

  • Possible Liens or Levies
  • Late or Missing Filing Requirements
  • Missing Deposits

How to Place an On Demand Order

Begin by using the Place Order button on the portal dashboard and placing an order for an active client or simply select an active client from the ‘Manage Clients’ dashboard and use the ‘+ On Demand Order’ button.

Both of the methods above will inevitably lead to the ‘Place On Demand Order’ screen where the order can be completed.