Overview
This user guide demonstrates how to use the First National Title Insurance integration 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.
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 button.
- Verify that 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 FNTI Username and FNTI Password provided by First National Title Insurance Company.
- Click Update User.
- The username and password will be retained for each user after it’s entered the first time.
- Select an Agent Name. The Display Name set previously will appear.
- Select a Branch Office.
- Select a Letter Type.
- Verify the information in the Buyer Data and Seller Data areas, and update 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.
Voiding a CPL on a File
CPLs can only be voided on the First National Title Insurance Company’s website.
Requesting a Policy Jacket
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 FNTI Username and FNTI Password provided by First National Title Insurance Company.
- Click Update User.
- The username and password will be retained for each user after it is entered the first time.
- Select the Agent Name.
- Select the Policy Type.
- 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.
- Click Void.
- Confirm the jacket should be voided by clicking Yes.
- Enter or verify that the populated Username and Password are correct and click Save.
The policy jacket is voided.
- Click OK.
- Click Close.