Overview
This demonstrates how to set up and use the First American Title Insurance Company’s AgentNet integration to upload policies directly from within Resware.
Begin here: Contact a First American Title representative to register and receive login credentials. These credentials are used for this integration in addition to the CPL, eJacket, and search integrations.
Next: Complete the steps in this job aid.
Then: Test. Contact the Resware support team at support@resware.qualia.com if additional assistance is needed.
Version History
Version | Date | ID | Description |
9.10.1 | 01/31/2020 | 17760 | Integration built |
03/02/2021 | 2034212 | XML client panel update |
Set up the XML Client
Admin/General Setup/XML Clients/General
- Select First American and click Edit.
- Check Enabled to enable the service.
- Enter the Web Service URL as https://agency.myfirstam.com/Login.aspx.
- Enter the Outgoing Username provided by First American (AgentNet credentials).
- Enter the Outgoing Password provided by First American (AgentNet credentials).
- Set the Send Errors To an email address where notifications will be sent when errors occur.

Admin/General Setup/XML Clients/Policy Upload
- Click the Policy Upload tab.
- Click Add to select document types for policy upload.
- Click Save, Save.

- Click Save.
Set XML to Products
Admin/Action Lists/Product Types/XML
- Edit each product on which the First American functionality is needed.
- Click the XML tab.
- Click Add.
- Select First American and click OK. If the First American package is already on the product, select it and click Remove, then re-add the package.
- Click Save, Close.

Set up an Action to Upload the Policy
The following step will upload the policy directly to AgentNet.
Adding the action
Admin/Action lists/Action Groups
- Select an action group where this functionality should occur and click Edit Actions.
- Click Add Action.
- Click New Global Action and enter the Name as First American policy upload.
- Click Save.

- Set a Coordinator as the Responsible Party.
- Other options, such as Auto-start when Added to File, may be utilized depending on what is needed to make the flow of the action group work for each customer.
- Click Save.

Adding an affect
- Highlight the action that was just added and click Edit Affects.
- In the Complete Task Marked Done Affects area, click Add.
- In the 5 – Marking Done Sends XML area:
- Set the XML as First American: Policy Upload.
- Set the Sent To as Underwriter.
- Click Save.
- In the 5 – Marking Done Sends XML area:

NOTE: For further information on adding to the action workflow, see the additional job aids available on the customer portal.
Example on a File
Generate a policy on a file. Verify that the documents created use the document type mapped for policy upload on the underwriter partner specific settings (Partner>Underwriter>Miscellaneous>CPL/Jackets
).
File/Actions
- Complete the action created in the prior step for sending the policy upload.
- If transmission is successful, a note will be added to the file.
- If transmission is not successful or the upload requirements set by First American are not met, the user will get an error message and a note is added to the file. Examples of requirements include uploading an allowable file type or no new documents are available to upload. See AgentNet for a full list of upload requirements.
- When the policy is uploaded, it is available in AgentNet to view or edit in Word format.

File/Notes
