Overview
The AmTrust Title Group integration allows users to generate 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.
This job aid demonstrates how to set up and use the AmTrust Title Group integration.
Begin here: Contact an AmTrust Title Group representative for further information and to register for services. Inform AmTrust the account will be used with the Resware integration. Account information, including a username and password, will be provided.
Next: Follow the setup steps in this job aid.
Next: Test.
Troubleshooting: After verifying username and password, contact Resware’s customer success team at support@resware.qualia.com to verify the application configuration bindings and endpoint settings if a successful connection is not achieved.
Version History
| Version | Date | Mantis | Description |
|---|---|---|---|
| 9.10.5 | 06/19/2020 | 17636 | Integration Built |
Enabling the Office Options
Admin/General Setup/Offices/Web Services
- Enable CPL: Allow request of CPL from underwriters.
- Enable Policy: Enable eJacket Requests.
Enabling the XML client
Admin/General Setup/XML Clients
To configure the AmTrust service:
- Select the AmTrust XML client and click Edit.
- Check Enabled to enable this service.
- Enter the Web Service URL as http://amtrusttitlegroup.com/.
- Enter the ClientID as provided by AmTrust.
- Enter the SecretKey as provided by AmTrust.
- Click Save, Save.
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 AmTrust Title Group.
- Enter the partner’s information and set the Partner Type to Underwriter.
- Click Save.
- Complete the setup in the Adding an Underwriter article.
Select the Underwriter Service
Admin/Partners/Edit Partner/Underwriter/Miscellaneous
- Set the Underwriter Service to AmTrust.
- Set the CPL Document Type to CPL.
- Set the Lender Jacket Document Type to Loan Policy Jacket.
- Set the Owner Jacket Document Type to Owner Policy Jacket.
- Click Save.
Requesting a CPL
No lender data is shown in the CPL screen, as lender information from the file is not sent to AmTrust. A lender is selected from the list provided by AmTrust on the AmTrust Tile CPL Questions panel. Only one CPL request per file is allowed. If a transaction requires multiple CPLs (e.g. lender, buyer, seller), additional CPLs must be requested from the AmTrust website.
- In addition to having a lender on the file, enter the Loan Amount, Loan Number, and Loan Type.
- Click CPL.
- Click Request CPL.
- Enter the AmTrust Username and AmTrust Password provided by AmTrust Title Group.
- Click Update User.
- The username and password will be retained for each user after it is entered the first time.
- Select a Transaction Type.
- Select a Property Type.
- Select a Letter Type.
- Select a Lender.
- 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.
Updating or Voiding a CPL
CPLs can only be updated or voided on AmTrust Title Group’s website.
Requesting Jackets
Only one policy jacket request, single or simultaneous, per file is allowed. When an owner’s policy and a lender’s policy is being issued on a file, they must be requested simultaneously by using the simultaneous checkbox on the jacket questions panel. If a single jacket is requested in error, the user must go to the AmTrust website to request the remaining jacket. If a jacket is voided on the AmTrust website, a replacement jacket must also be requested on the website. A replacement jacket cannot be requested through the Resware integration. There are no endorsement mappings with this integration.
File/Policy
- Select the Owner’s or 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 AmTrust Username and AmTrust Password provided by AmTrust Title Group.
- Click Update User.
- The username and password will be retained for each user after it is entered the first time.
- Select the Transaction Type.
- Check the Simultaneous box to generate both an owner’s and lender’s policy on the file. Simultaneous jackets must be requested at the same time, either from the owner’s policy or the lender’s policy.
- Select the Property Type.
- If applicable, select the Owner’s Policy Type.
- If applicable, select the Lender’s Policy Type.
- Verify the information in the Buyer Data and Seller Data areas, and update fillable fields as needed.
- Click Generate.
The created jacket is displayed in the Jackets Data panel for each policy type and on the File/Documents panel.
- Click OK.
The created policy document(s) are displayed in the Jacket Documents area on the Jackets Data panel and on the File/Documents panel.
Voiding a policy jacket
Policy jackets can only be updated or voided on the AmTrust Title Group’s website.
Integration logging
This feature is helpful when trying to troubleshoot issues with the integration. The integration logging interface creates a log4net.config file behind the scene and enables logging immediately, without having to restart the server. Note: The config file will only be created if logging is enabled and some functionality that triggers logging has been performed.
Admin/General Setup/Integration Logging
- To enable the logging functionality:
- Select AmTrust and check the Log Enabled box.
- To retrieve a log file:
- View: This views a log directly in Resware.
- Zip & Download: This zips either a single log file or a whole directory of logs located on the server for a selected integration. The user can optionally add a password to the zip file, which also causes the file to be encrypted with AES-256.
- Zip & Send to Adeptive: This zips either a single log file or a whole directory of logs located on the server for a selected integration and send those logs to Adeptive Software. The user can optionally add a password to the zip file, which also causes the file to be encrypted with AES-256.