Overview
The Alliant National Title Insurance integration allows users to generate and void policy jackets and closing protection letters from within Resware. When this integration is used, the documents are attached to a file without a user having to go to the underwriter’s website.
The following demonstrates how to set up and use the Alliant National Title Insurance integration.
Begin here: Contact a Alliant National Title Insurance Company representative to register and receive login credentials.
Inform them that the account will be for a Resware integration. Account information will be provided.
Next: Contact support@resware.qualia.com to add the XML username and password and verify the config file settings.
Next: Complete the setup instructions below .
Then: Test.
Version History
| Version | Date | ID | Description |
|---|---|---|---|
| 9.6 | 11/16/2018 | Integration available |
Enabling the Office Options
CPL
Admin/General Setup/Offices/Search Data
- Enable the CPL: Allow request of CPL from underwriters office option.
Policy Jacket
Admin/General Setup/Offices/Web Services
- Enable the Policy: Enable eJacket Requests office option.
Create an Underwriter Partner
Note: Skip to the next step if an existing underwriter partner is being used for this integration.
Admin/Partners
- Click New.
- Enter a Company Name, such as Alliant National Title Insurance Company.
- Enter the partner’s information and set the Partner Type to Underwriter.
- Click Save.
- Complete the setup in the Adding an Underwriter article.
Selecting the Underwriter Service
Admin/Partners/Edit Partner/Underwriter/Miscellaneous
- Select Alliant from the Underwriter Service drop-down menu.
- Select CPL from the CPL Document Type drop-down menu.
- Select the Loan Policy Jacket from the Lender Jacket Document Type drop-down menu.
- Select the Owner Policy Jacket from the Owner Jacket Document Type drop-down menu.
- Click Save.
CPL addresses
Admin/Partners/Edit Lender/Lender
- If a lender’s address on the CPL documents needs to be different than the lender’s address in Resware, click on the Lender option in the Edit Partner panel and complete the CPL Address Override information with the address that should appear on the CPL.
- Click Save, Save.
Requesting a CPL on a File
File/New Loans
- In addition to having a lender on the file, fill in the fields for Loan Amount, Loan Number, and Loan Type.
- Click the CPL option.
- Verify the CPL Lender Data information is correct.
- Click Populate CPL Override Address if an override address is available and needed for a CPL.
- Click Populate Lender Address to toggle back to the lender’s address.
- Click Request CPL.
- Enter the Alliant Username and Alliant Password provided by Alliant.
- Note: The username and password will be retained for each user after it’s entered the first time.
- Select an Office from the drop-down menu.
- Select a CPL Type from the drop-down menu.
- If required, select an Approved Attorney from the drop-down menu.
- Select an option from the Nature of Transaction drop-down menu.
- Select a Clause from the drop-down menu. This value can be overridden in the text box provided below.
- Verify the information in the Buyer Data and Seller Data areas and update the fillable fields as needed.
- Click Generate.
The CPL is created.
- Click OK.
The created CPL document is displayed in the CPL Documents area on the CPL Data panel and on the File/Documents panel.
Voiding a CPL on a file
File/New Loans
- Click CPL.
- Highlight the CPL to void.
- Click Void.
- Confirm the CPL should be voided by clicking Yes.
Enter or verify that the populated Username and Password are correct and click Save.
The CPL is voided.
- Click OK.
Requesting a Policy Jacket
File/Policy
- Select an Owner’s or a Lender’s tab and complete the information on the policy panel as needed, including the Effective date in the Current Policy area.
- Click Generate to open the Jackets Data panel.
- Click Request Jacket.
- Enter the Alliant Username and Alliant Password provided by Alliant National Title.
- Note: The username and password will be retained for each user after it’s entered the first time.
- Click Login to populate the options available.
- Select the Office, Nature of Transaction, Policy Jacket Type, and Property Type from the drop-down menus.
- Optionally, select a Signatory from the drop-down menu to have an electronic signature printed on the jacket.
- The Gross Premium and Effective Date populate based on information entered in the file. The fields can be manually changed on this panel, otherwise click Close, make the corrections on the file, then return to continue.
- Click Generate.
The created jacket is displayed in the Jackets Data panel and on the File/Documents panel.
- Click OK.
Highlight the jacket and click Open to view the document from the Jackets Data panel.