Overview
The Fidelity National Title Insurance Company integration allows 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.
Credentials must first be obtained from Fidelity’s authentication portal. Contact AgentTrax support at agencyintegrationsupport@fnf.com to obtain a username.
The Client ID and Secret Key obtained from the portal will be entered in the Fidelity XML Client.
This demonstrates how to set up and use the Fidelity National Title Insurance integration.
Begin here: Contact a Fidelity National Title representative for further information and to register for services. Inform Fidelity the account will be used with a Resware integration. Account information, including a username will be provided.
Next: Follow the set-up steps in this job aid.
Then: Test. Contact Resware’s support team at support@resware.qualia.com for any additional questions or support.
Version History
| Version | Date Resolved | ID | Description |
|---|---|---|---|
7.15 | 7/31/2015 | 10092 | Initial eJacket integration |
7.15 | 7/31/2015 | 10092 | Initial CPL integration |
07/28/2020 | Updated office option location from Search Data to Web Services |
Enabling the Office Options
Admin/General Setup/Offices/Web Services
- Enable the CPL: Allow request of CPL from underwriters office option.
- Enable the Policy: Enable eJacket Requests office option.
Enabling the XML Client
Admin/General Setup/XML Clients
- Highlight Fidelity and click Edit.
- Click the Enabled checkbox to enable this client service.
- Enter the User Token URL as https://agency-webapi.fnf.com.
- Enter the JWT URL as https://authtr.fnf.com/api/FnfAuthIdentityProvider/GetToken.
- Enter the Client ID obtained from Fidelity’s authentication portal.
- Enter the Secret Key obtained from Fidelity’s authentication portal.
- To obtain the Client ID and Client Secret, go to https://authtrportal.fnf.com and enter the username and password provided by Fidelity.
- Click 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 Fidelity 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 Fidelity from the Underwriter Service drop-down menu.
- 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.
Mapping the Fidelity Policy Endorsements
Admin/Partners/Edit Partner/Underwriter/State Based
The endorsements for Fidelity need to be mapped for jacket generation.
- Select a State.
- Highlight an endorsement in the Endorsements area and click Edit.
- Select the matching Fidelity endorsement from the Fidelity Endorsement Mapping drop-down menu.
- Click Save.
- Repeat for each state’s endorsements.
CPL Addresses
Admin/Partners/Edit Lender/Lender
- If the lender’s address on the CPL document 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 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 Fidelity Username provided by Fidelity.
Note: The username will be retained for each user after it is entered the first time.
- Click Login. This will populate the Agent and CPL Type options available.
- Select an Agent.
- Select either DBA, Legal Name, or select both as needed.
- Select an Approved Attorney, if required.
- Select Include DBA Name, if required.
- Select a Settlement Agent, if required.
- Select either DBA, Legal Name, or select both as needed.
- Select a CPL Type from the drop-down menu.
- Select the Recipient Type. The allowable options are based on which agent and form are selected, along with the property state.
- Select a Lender Clause. This value can be overridden in the text box provided below.
- Click on Request Additional Fields. This will return information in the Additional Fields area. Some of the fields will be editable; others will be read-only.
- Verify the information in the Additional Fields area and update fillable fields as needed.
- Click Generate.
The created CPL document(s) will be displayed in the CPL Documents area on the CPL Data panel and on the File/Documents panel.
- Click OK.
Voiding a CPL on a File
File/New Loans/CPL
- Highlight the CPL to void.
- Click Void.
- Confirm the CPL should be voided by clicking Yes.
- Enter or verify that the populated Username is 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 Username provided by Fidelity National Title. Note: The username will be retained for each user after it’s entered the first time.
- Click Refresh Panel if a previous policy was requested on this file and additional endorsements have been added. This will update the selected endorsements in the Fields and Endorsements area.
- Select an Agent from the available options. A validation with Fidelity will occur to ensure that the agent selected is licensed in the proper jurisdiction of the property.
- Select the Policy Type from the drop-down menu.
- The Gross Premium will auto-populate with the amount from the Settlement/Title charges panel.
- 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 available options that matches or is similar to the property type on the file.
- Select the Rate Type from the drop-down menu.
- Select the Form from the drop-down menu.
- The Fields and Endorsements area:
This area displays various data that is necessary to request a jacket. Some of these fields contain information auto-populated from the file; the user will need to manually enter data if it’s not auto-populated. Fidelity does not provide information on whether or not the fields are required, so it is possible that if some fields are left empty, Fidelity could reject the request when the user clicks Generate. The endorsements that display at the end of this panel are based on the jacket type selected and are selected either because they are mapped within ResWare and are selected on the file or they are pre-selected on the policy jacket by Fidelity.
- 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
File/Policy
- Click Generate on the policy to be voided.
- Highlight the policy jacket to void.
- Select a Void Reason from the drop-down menu.
- If Other is selected, then enter an explanation in the Other Reason field.
- Click Void.
- Confirm the jacket should be voided by clicking Yes.
- Enter or verify that the populated Username is correct and click Save.
The policy jacket is voided.
- Click OK.
FAQ
I no longer see a password field. How do I enter my password?
In version 9.7 and up, you are no longer required to enter a password. Fill in your username and click on the Login button.