Manage Order Participants

A transaction can involve many people and organizations beyond the signer and the company that assigned the order.

**Participants** let you identify the people who are actually involved in a particular transaction and keep them connected to the order.

### Add the people involved in this transaction

An order may involve contacts such as:

* Escrow or settlement officers * Loan officers * Title officers * Attorneys * Mortgage brokers * Processors * Closing coordinators * Other transaction contacts

The participant list should reflect the actual transaction rather than forcing every contact into the same role.

### Use your existing Relationships

When an organization attached to the order already has contacts in your CRM, select the appropriate existing contact rather than creating the person again.

This keeps the participant connected to the underlying organization and relationship you've already built.

For example:

**Jane Smith** may be a **Settlement Officer** at **ABC Title**.

Adding Jane to an order identifies her involvement in that transaction without creating a second, unrelated Jane Smith in your records.

### Organizations and people are different relationships

Attaching a company to an order tells The NEST which organization is involved.

Adding a participant identifies the individual person involved on behalf of that organization.

Keeping both pieces allows your transaction history to reflect not only which companies you've worked with, but who you've actually worked with inside them.

### Roles provide context

When available, use the participant's role or title to describe their involvement.

A contact's organization alone doesn't tell you whether that person is an attorney, processor, escrow officer, mortgage broker, or someone else.

That context becomes increasingly useful as your relationship history grows.

### Keep participants specific to the order

You don't need to add every contact you know at an organization.

Add the people who are actually involved in the transaction.

Your CRM represents the broader relationship. The Participants section represents **who is involved in this particular order**.

That distinction keeps both your order records and your Relationships useful.