Overview
This demonstrates how to set up and give users the ability to add, remove, or adjust fees on a bulk of existing orders.
Creating an Action Group
Admin/Action Lists/Action Groups
- Click New to create a new action group called Adjust Pricing.
- Change the User Can Add this Action Group to Files in Offices to Selected and do not add an office to prevent user(s) from adding the group to a file from the Actions tab.
- Leave all of the other options to All.
- Click Save.
Note: Actions don’t need to be added to the action group.
Assigning the Pricing Group to an Action List
Admin/Action Lists/Action Lists
- Associate the Adjust Pricing group to all applicable action lists by clicking Edit Action Groups.
- Click Add Groups to locate the Adjust Pricing group.
- Find the Adjust Pricing group and select it.
- Check Add to Action List as Optional.
- Click OK.
Note: By checking Add to Action List as Optional, Resware knows not to make the group visible on every file.
Programming the Fee Adjustment on the Client’s or Clients’ Profile
In this example, the client has negotiated a lower abstract/search fee, from $295 to $195, for orders in CT. This change needs to be backdated to all open files that have not yet closed and there are 100 files that need to be updated.
Admin/Partners
- Edit the client, and click HUD Fees on the client’s profile.
- On the Partner HUD Fees screen, program the adjustment to lower the fees on the applicable products.
As shown above, a Partner Specific fee is set to alter the amounts on this screen. Also, the state has been declared to CT and the Optional Action Group selected is the new group that was created and added to the action list. The product type selected must be one that uses an action list with the optional group. Under the Abstract or Title Search fee, -$100.00 is programmed.
Note: If the fee to adjust is a manually added name, such as a Misc. Fee 1101, it will need to be spelled identically for the adjustment to work.
Batch Process Assignment of the New Group to Applicable Files
Admin/Batch Process Actions
- Now that the fee is programmed on the client(s), gather a list of the applicable files and add the new group to those files.
Above, enter the applicable file numbers and then validate them by pressing the Validate button. The system will give a notification if there are any file numbers that are not valid. Select the new group that was created and that carries the programmed fees on the client in the Add Action Group to Files section. Verify that the files are correct and click the Execute button. This will add the group to the files and change the fee(s) accordingly.
Once the group is added to the applicable files, remove the “Adjust Pricing” group from the action list(s) to which they were added.
Additional Notes
- In this scenario, a fee was adjusted, but it can also remove a fee completely by adding the full fee as a negative number when programming the fee or it can add a new fee by programming the full amount on the group.
- Please note that once the group is used, it cannot be used again if another fee needs to be programmed. The process would need to be started over to add/adjust additional fees.
- In this scenario, a fee was programmed on a specific state, but it can be also programmed for multiple states the same way or be used to program the fee on the default state level if the fee needed to be adjusted in more than one state.