Accounting
Banking and reconciliation
- Bank accounts: Interest-bearing accounts (IBAs)
- Bank accounts: Zero balance accounts (ZBAs)
- Bank groups
- Fund claims
- Import cleared transactions (BAI files)
- OnTrac
- Outgoing wires
- Outgoing wires with multi-level approval
- Outstanding checks trigger
- Positive pay
- Reconciliations
- Reconciliations: Daily
- Returning an incoming wire
- Reverse incoming wires
- Reverse outgoing wires
General
- 1099 Pro
- Accounting best practices
- Accounting codes
- Auto-transfer from sub-escrow
- Auto-transfer to recording fees
- Bank accounts and ledgers
- HRS escheat in ResWare
- Ledgers
- Ledgers: Based on product type
- Ledgers: Bills
- Ledgers: Clearing
- Ledgers: Receivables
- Ledgers: Recording fees
- Ledgers: Remittance
- Remittance reporting
- Request for company funds
- TIN matching
Actions and Product Types
- Actions
- Actions based on product type
- Ancillary products
- Associating action email documents with actions
- Batch processing actions
- Grouping automation
- Multiple email templates for one action
- Optional actions: Add actions and action groups
- Optional actions: Add fees to ledgers
- Reverse mortgage product
- Setting up and working with curative Items
Communication Services
Curatives
Data Management
Documents and Templates
- Conditional fields with sub-templates
- Custom and conditional fields
- Documents
- Document groups
- Document snapshots
- Document template categories
- Document type restrictions
- Dynamically create documents based on number of parties
- Editing PDFs
- Hyperlinking Documents
- Restrict document editing
- Templates
Document Preparation
Document Retainment/Marketing
Lender (LOS) and Realtor Systems
Miscellaneous Functionality
- Configurable database connection
- Feedback Automatic by TitleTap
- Florida data call
- Notes
- Order entry
- ResWare to ResWare partner mapping
- Search data & commitment generation
- Searching for files
- UCD import and export
Partners
- Company and employee
- Adding an underwriter partner
- Auto-add partner based on county
- Auto-add partner using an action
- Client product groups
- Consumers
- Coordinator assignment based on partner employee
- Creating a mock partner
- Priority status and weights
- Searching for partners
- Subdivision adds a subdivision partner
Patriot Act Search
Policy
Rates
- Discount rates
- First American rates
- FL rates, discounts, remittances
- Multiple loan simultaneous rates
- Rates based on policy forms
- Rate updates: Texas
Recording
- Corporation Service Company (CSC)
- eRecording Partners Network (ePN)
- Mapping recording jurisdictions
- Recording Express
- Simplifile
Recording Fees
Release Tracking
Searching
- A.S.K. Services
- American Property Guard
- CertSimple Real Estate Tax Certificates
- Charles Jones LLC
- DataTree
- Exacta Surveyors LLC
- First American search
- National Lien Search
- New Jersey Experts
- NextAce
- PropLogix
- Punctual Abstract
- Quandis (bankruptcy & military search)
- Skyline Lien Search
- Snap Tax & Lien Search
- TitleIQ
- TitleIQ Enterprise
- TitleWave
- WFG agency services
Settlement
Administration
- Adding/adjusting fees on existing orders
- Adding/adjusting fees on prior orders
- Commercial projects in settlement
- Partner splits
- Posting proceeds when different than expected
- Remittable settlement fee lines
- Sales tax on settlement fees (use for premium tax)
- Settlement fees: Auto-adding fees based on partner
- Settlement type default changes for CD
Input
- CD settlement statement: General lender credits
- Closing disclosure
- Earnest money
- Multiple loans: Simultaneous rates
- Non-sufficient funds: Returned funds
- Rebate settlement property
- Settlement Fee Splits
Postings
- Disburse using auto-transfer
- Pass-through files: Receipt/disburse only
- Trans after close (TAC) scenarios
- Transferring funds between files
- CD premium balancing functionality
- Selecting a settlement statement version
Shipping Services
Signing Services and RON
- Create a signing
- DocuSign
- Notarize
- Notary Loop
- Signature Closers
- Signings calendar
- SnapDocs
- The Closing Exchange
Teams
- Teams, team groups, and coordinators
- Team assignment based on action list
- Team assignment based on partner
Underwriters
- Agents National Title Insurance (ANTIC): CPL/jacket
- Alliant: CPL/jacket
- AmTrust Title Group: CPL/jacket
- CATIC & CATIC Title Insurance Company: CPL/jacket
- Fidelity National Title Insurance Company (FNTIC): CPL/jacket
- Fidelity National Title Insurance Company (FNTIC): TitleWave
- First American Title Insurance Company (FATIC): CPL/jacket
- First American Title Insurance Company (FATIC): Policy Upload
- First American Title Insurance Company (FATIC): Search
- First American Title Insurance Company (FATIC): Rates
- First National Title Insurance Company (FNTI): CPL/jacket
- National Investors: CPL/jacket
- North American Title Insurance (NATIC): CPL/jacket
- Old Republic National Title Insurance (ORNTIC): CPL/jacket
- Stewart Title Guaranty Company: CPL/jacket
- Title Resources Guaranty Company (TRG): CPL/jacket
- Westcor Land Title Insurance: CPL/jacket
- WFG National Title Insurance: CPL/jacket