Overview
This user guide demonstrates how to use the Doma (fka NATIC) 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 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 NATIC Username and NATIC Password as provided by Doma.
- NOTE: The username and password will be retained for each user after it’s entered the first time.
- Select a CPL Type from the available options.
- If required, select a Closing Attorney, if available.
- Select an Agency from the available options.
- Verify the information in the Buyer Data and Seller Data areas and update the fillable fields as needed.
- Click Generate.
The CPL is created.
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
File/New Loans
- Click CPL.
- Highlight the CPL to void.
- Click Void.
- Confirm the CPL should be voided by clicking Yes.
- Enter or verify that the populated Username and Password are correct and click Save.
- The CPL is voided.
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 NATIC Username and NATIC Password as provided by Doma.
- NOTE: The username and password will be retained for each user after it’s entered the first time.
- Select the Jacket Type from the available options.
- 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 jacket to void.
- Click Void.
- Confirm the jacket should be voided by clicking Yes.
- Enter or verify the populated Username and Password are correct and click Save.
The policy jacket is voided.
- Click OK.
FAQ
I’m getting the error, “An error occurred while requesting the CPL: The remote server returned an error: (404) Not Found.”
This error is sometimes returned by Doma when the lender name that is submitted with the request is too long. If the lender name is long, try shortening it and send the request again.