CATIC & CATIC Title Insurance Company: CPL & jacket

Contents

Overview

The Connecticut Attorneys Title Insurance and CATIC Title Insurance Company integrations allow users to generate and void policy jackets and generate 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 Connecticut Attorneys Title Insurance and CATIC Title Insurance Company integrations.

Begin here: Contact a CATIC/CATIC 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	02/18/2019		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.

Enabling the XML Client

Admin> General Setup> XML Clients…

For the underwriter setup in the state of Connecticut, highlight CATIC and click Edit.
Click the Enabled checkbox to enable this client service.
Enter the CPL WebService URL as https://iclservice.catic.com.
Enter the Jacket WebService URL as https://ejacketservice.catic.com.
Enter the Outgoing Username provided by CATIC.
Enter the Outgoing Password provided by CATIC.
Click Save.
For the underwriter setup in the state of New Jersey, highlight the CATIC Title Insurance Company XML client and click Edit. Repeat the steps above using same information.
Click Save.

Create an Underwriter Partner

Note: Skip to the next step if an existing underwriter partner is being used for this integration. Note: A separate underwriter partner will be needed for each XML client, if both are being utilized.

CATIC is available in Connecticut, Florida, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont.
CATIC Title Insurance Company is available in New Jersey, New York, and Pennsylvania.

Admin/Partners

Click New.
Enter a Company Name, such as Connecticut Attorneys Title Insurance Company.
Enter the partner’s information and set the Partner Type to Underwriter.
Click Edit Counties in the Coverage area and enable for the states as listed above.
Click Save.
Complete the setup in the Adding an Underwriter job aid.

Selecting the Underwriter Service

Admin/Partners/Edit Partner/Underwriter/Miscellaneous

Select CATIC from the Underwriter Service drop-down menu for an underwriter used in the states listed in the prior step. Select CATIC Title Insurance Company for an underwriter used in the states listed in the prior step.
Select CPL from the CPL Document Type drop-down menu.
Select Loan Policy Jacket from the Lender Jacket Document Type drop-down menu.
Select Owner Policy Jacket from the Owner Jacket Document Type drop-down menu.
Click Save.

CPL Addresses

Admin/Partners/Edit Lender/Lender

If the lender’s address on the CPL documents needs to be different than the lender’s address, 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 Datainformation 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 CATIC Username and CATIC Passwordas provided by CATIC.
- Note: The username and password will be retained for each user after it’s entered the first time.
Click Refresh to validate the credentials with CATIC and to populate the available Branch and Agent options.
Change the Branch from the drop-down options if needed.
Change the Agent from the drop-down options if needed.
Set the Covered Party as Borrower or Lender if the property is located in Florida.
Enter the Successor Language as needed.
Verify the information in the Buyer Data area and update the fillable fields as needed.
Click Generate.

The CPL is created.

Click OK.

The created CPL document(s) will be displayed in the CPL Documents area on the CPL Data panel and on the File/Documents panel.

Voiding a CPL on a File

CPLs can only be voided on the Connecticut Title Insurance website.

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 Username and Password provided by Connecticut Attorneys Title.

Note: The username and password will be retained for each user after it’s entered the first time.

Click Refresh to validate the credentials with CATIC and to populate the available Branch and Agent options.
The Branch will auto-populate based on the CATIC credentials entered. Select a different Branch from the drop-down options if needed.
The Agent will auto-populate based on the CATIC credentials entered. Select a different Agent from the drop-down options if needed.
Select the Policy Type from the drop-down menu.
Select the Coverage Type from the drop-down menu.
The Gross Premium will auto-populate with the total amount from the corresponding settlement line.
The Effective Date will auto-populate with the date entered on the Policy panel; otherwise enter the date as needed.
Select the Property Type from the drop-down options.
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.

Voiding a Policy Jacket