Overview
The Doma (fka NATIC) integration allows users to generate and void closing protection letters and policy jackets 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 demonstrates how to set up and use the Doma integration.
Begin here: Contact a Doma representative for further information and to register for services. Inform Doma the account will be a Resware integration. Account information, including a username and password, will be provided.
Note: A Doma: CPL & jacket user guide is available which demonstrates how to use the Doma CPL & eJacket integration.
Next: Follow the set up steps in this article.
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 successful connection is not achieved.
Version History
| Version | Date | Mantis | Description |
|---|---|---|---|
7.19.1 | 10/29/2013 | 9938 | CPL integration built |
| 7.23.1 | 02/27/2014 | 10147 | eJacket integration built |
| 7.31.2 | 11/20/2014 | 10995 | Added voiding for CPLs and eJackets |
| 04/05/2021 | Split user guide into a separate article | ||
| 05/11/2022 | Revised from NATIC to Doma |
Enable Office Options
CPL
Admin/General Setup/Offices/Web Services
- 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 using an existing underwriter partner for this integration.
Admin/Partners
- Click New.
- Enter a Company Name, such as Doma.
- Enter the partner’s information and set the Partner Type to Underwriter.
- Click Save.
- Complete the setup in the Adding an Underwriter Partner article.
Selecting the Underwriter Service
Admin/Partners/Edit Partner/Underwriter/Miscellaneous
- Select NATIC 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.
