Resware Website: SASS

Overview

Illustrates the display options and functionality available on the Resware website.

Version History

Version	Date	Mantis	Description
	1/29/2017		Information and screenshots created in version 9.12
9.12	7/28/2020		Add SASS functionality and update screenshots to SASS website

Configuring Website Styles

Admin\Website\Website Styles

Select an Office. If the same style should be used in all offices, use the Default selection.
Select a Client, if desired. If the same style should be used for all clients, use the Default selection.
Select a Style. The SASS option will display the redesigned Resware website and can be customized using SASS variables. The CSS option will display the pre 9.12 Resware website and can be customized using CSS.
Styles can be further customized by entering variables or tags in the Style field.

Responsiveness

The following pages are responsive and can be viewed on mobile phones or tablets when using the SASS style:

Login
Home
Actions
Recent Files
All Files
Search Files
Place Order
Estimate Costs
Issues
File/General Information
File/Curative Actions Needed
File/Policy Actions Needed
File/File Progress
File/Contact
File/Documents
File/Shipping
File/Bills
File/Disbursement/Funding
File/Create a Note
File/View Notes
File/Attach a Document
File/Change Contact
File/Signing
File/Edit Commitment/L&V
File/Create/Edit Policy
File/Cancel File
File/Add Partner
File/Edit Recording Data

Log into the Resware website using the Username and Password provided and click Go.

Once access is granted, users will be taken to the Home page. From this page, the user can navigate to a specific file by entering the file number in the Find File field or can click on any of the tabs to search for files, place an order, obtain an estimate, etc.

NOTE: The landing page, which is where the user is brought after they log into the website, can be configured on the web user’s profile by setting or changing the user’s Start Page on the Edit Employee panel of the employee logging into the website.

Actions

If the user has the role for Complete: Actions, the Actions tab will be visible. With this right, users can complete or decline actions that have been assigned to their company from this tab. To complete an action, click the Complete link for the action. To decline an action, which indicates that the user does not want to take responsibility for this task on the specified file, click the Decline link for the action.

The user can filter to only see a specific action by selecting that action in the Filter by Action menu. The list can be sorted by any of the columns by clicking on the column header.

Recent Files

Recent Files shows the logged in user’s 10 most recently ordered files. This list will only display files that are currently open or were closed within the past 30 days.

If the user has the right for Access Only My Files, only files on which the user is the primary or secondary contact will be displayed.
If the user has the right for Access Siblings, files for sibling companies will also be displayed, if parent/sibling relationships are utilized.
To view only files on which the logged in user is the primary contact, click the Show only my files link.
Files can be accessed by clicking on the file number, which serves as a link to the file.
Users can also attach notes and documents to files from this list by clicking on either the Attach Note or Attach Document icon.

All Files

All Files will show all the logged in user’s files. Only files that are currently open or were closed within the last 30 days will be displayed.

If the user has the right for Access Only My Files, only files on which the user is the primary or secondary contact will be displayed.
If the user has the right for Access Siblings, files for sibling companies will also be displayed, if parent/sibling relationships are utilized.
To view only files on which the logged in user is the primary contact, click the Show only my files link.
Files can be accessed by clicking on the file number, which serves as a link to the file.
Users can also attach notes and documents to files from this list by clicking on either the Attach Note or Attach Document icon.

Search Files

To search for a file, click on the Search Files tab and enter the information needed to find the file in the corresponding field(s). Search options are File #, Loan Number, Buyer/Seller First Name and/or Last Name, Opened, Estimated Settlement Date, Actual Settlement, Cancelled or Completed date ranges, or the Property Address. Click the Search for Files button.

To view the results in an Excel sheet, click the Export To Excel button.

Place Order

If the user has the role, Request New File, the Place Order tab will be made available. This role should only be made available for employees of a partner who has the Client partner type assigned.

If the user has the right for Request New Files for Sibling Companies, ensure that the correct Client is selected. This is the client that will be used on the file when the file is created.
Enter a Number, Street Name, and Zip in the Property Address fields.

If the office option for Website: File Creation: Client’s Client Pulldown is enabled, the user will be able to select the client’s client.
Select a Transaction Type and a Product/Service.
If the product option for Allow settlement statement override externally is enabled, the user will be able to change the default settlement statement version by changing the Settlement Statement Version.
If the office option for Website: Display Closing Office for Anonymous Estimates and New Files is enabled, the user will be able to select a closing office.
If the user has the right for Add Underwriter, an Underwriter will need to be selected.
If the product option for Require Primary Contact is selected, a Primary Contact will need to be chosen.
Depending on the product options selected, some, all, or none of the Order Details and File Details fields may be displayed and/or required. All fields marked with an asterisk (*) are required.
To show or hide fields, go to Admin>Action Lists>Product Types, edit the product type, and select the options in the Website Only File Creation Options section.

If there are Add-On Products and/or Ancillary Products available for the selected transaction and product type and they should be utilized for the order being placed, check the box or select the desired option.
If reissue rates are being requested, click the Order reissue rates checkbox. Selecting this option may require additional information to be entered.
If the Show Lender option is selected on the product type, fields for the lender’s information will be available to enter on the website when placing an order.

If the Show Listing Agent option is selected on the product type, fields for the listing agent’s information will be available to enter on the website when placing an order. This information will be added to a note on the file.
If the Show Selling Agent option is enabled on the product type, fields for the selling agent’s information will be available to enter on the website when placing an order. This information will be added to a note on the file.
If the Show Mortgage Broker option is enabled on the product type, fields for the mortgage broker’s information will be available to enter on the website when placing an order. This information will be added to a note on the file.

Depending on the Services for setting on the action list set on the product type, either the buyer or seller’s name will be required. The required party is indicated by an asterisk (*). Enter the First Name and Last Name of the buyer, seller, or both.
If the buyer, seller, or both is something other than an individual, select Corporation, Partnership, or Trust as the Type.
If a spouse is also the buyer/borrower and/or seller enter the Spouse First Name and Last Name.
If there is a co-buyer/borrower and/or seller that is not a spouse, enter the Fist Name and Last Name in the Additional Co-Buyer/Borrower and/or Additional Co-Seller fields.

If a client’s client should be on the file, enter a Company Name, Company Phone, and Contact Name, and Address information. The information provided is added to the file as a note.
- NOTE: The ability to add this information is available if the office option, Website: File Creation: Client’s Client Fill In, is enabled.
If there are additional partners that should be added to the file, select the Partner Type, and enter the Company Name, Company Phone, Contact Name, and Address information. The information provided is added to the file as a note.
- NOTE: The ability to add this information is available if the office option, Website: File Creation: Additional Partners is enabled.

If there are additional instructions or notes that should be included on the file at order placement, enter them in the Notes box. This information will be added to the file as a note.

Estimate Costs

Web users with the website role for Estimate Costs can use the website to obtain estimates for products. The fees provided on the website are pulled from the fees that are set up in Resware.

To obtain an estimate, click on Estimate Costs.

Enter a ZIP code. This will auto-populate the City, State, and County fields and are used to obtain location-specific fees.
Select a Transaction Type and a Product Type. These are required and will be used to obtain product-specific fees.
If the web user has the right for Add Underwriter, an underwriter will need to be selected.
If the product selected requires that the user enter a sales price and/or a loan amount, these fields will be marked with an asterisk (*) and will be required.
- NOTE: Even if these fields are not required on the product, they are necessary to obtain accurate owner’s and lender’s premium amounts.
If the product allows the user to obtain a reissue rate and one applies to the estimate, click Order reissue rates, and provide the requested information, which is typically a prior policy amount and date.
Click Add Endorsements and Recording Fees.

If there are endorsements that are set to be charged by default on the selected product, they will be automatically selected. If other endorsements are desired, check the box next to the name of the endorsement.
If there are recording fees that are set up to be charged by default on the selected product, they will be visible. If additional recordings are required, click Add Fee, and select the appropriate recording fee. It may also be necessary to add the number of pages that will be recorded for this type of recording to get an accurate estimate, as many recording fees are charged per page.
Click Get Estimates.

The estimate will be populated based on the information from Resware and the input provided by the user.

Another estimate can be obtained by clicking Get Another Estimate.
The estimate can be printed by clicking Print Order.
The estimate can be turned into an order by clicking Place Order.

Recording Fee Services and Estimates

If a recording fee service such as Ernst or Certus is enabled, additional information may be requested and required when getting an estimate.

Depending on the property’s location, the Recording Jurisdiction may be requested. If requested, this information is required and is used to properly calculate taxes and recording fees.

When the Property Location and Order Details information is complete, click Get Estimates.

Depending on the property’s location, additional information about the property may be requested from the recording fee service. Select Yes or No to correctly answer each question and click OK. This information is used to properly calculate recording fees and taxes.

Both the selected recording jurisdiction and the recording fee answers will be displayed on the estimate, along with the estimated fees.

My Account

To view information about the user logged into the website, click the My Account tab. This displays the Name, Address, Phone, Fax, and E-mail associated with the user’s account. To change the password on the account, click the Change Your Password link.

News

To view news issues that have been published to the partner type that is logged into the website, click on the News link.

To publish news that is partner type specific, create a folder for the partner type by going to Admin/Website/Website News Folders, adding a folder for the specific partner type to whom the news applies, and saving the folder. Once the folder has been created, go to Admin/Website/Website News Items and add the news that should be published by entering a subject and body and selecting the folder in which the news should be displayed.

To publish news for all users logging into the website, go to Admin/Website/Website/Website News Items and add the news that should be displayed by entering a subject and body. A folder does not need to be selected.

Help

To view a list of items on the website that have more information, click on the Help link. Clicking on one of the links will provide an answer to the question asked in the link.

About

To learn more about Resware, click on the About link.

On a File

The General Information tab of the file provides an overview of the entire file’s basic information. This information will either be view-only or editable, depending on the user’s role rights. From this tab, users can also navigate to other areas of the file.

The Summary area displays the File #, File Opened date, File Closed date, file’s Status, the Product on the file, and the Sales Price, Loan Amount, and Loan Number, if applicable. These fields are display-only and cannot be edited. This area also displays the Commitment Number, Search Number, and Client’s File Number. A user may be able to set or change these values depending on the role rights below:

General File: Commitment Number: Set allows a user to set a commitment number. General File: Commitment Number: Update allows a user to change a commitment number if it is already set. General File: Search Number: Set allows a user to set a search number. General File: Search Number: Update allows a user to change a search number if it is already set. General File: Client’s File Number: Set allows a user to set a client’s file number. General File: Client’s File Number: Update allows a user to update a client’s file number if it is already set.

The Dates area displays the important dates on the file. The Est. Settlement, Actual Settlement, Contract Received, Contract Close, Disbursement, and Rcvd Sale Notification dates are found here, as is the Search Turnaround time. All the date fields may be able to be set or changed based on the user rights below, but the Search Turnaround is not editable.:

General File: Estimated Settlement Date: Set allows the user to set the estimated settlement date. General File: Estimated Settlement Date: Update allows the user to update the estimated settlement date if it is already set. General File: Actual Settlement Date: Set allows the user to set the actual settlement date. General File: Actual Settlement Date: Update allows the user to update the actual settlement date if it is already set. General File: Contract Received Date: Set allows the user to set the contract received date. General File: Contract Received Date: Update allows the user to update the contract received date if it is already set. General File: Contract Close Date: Set allows the user to set the contract close date. General File: Contract Close Date: Update allows the user to update the contract close date if it is already set. General File: Disbursement Date: Set allows the user to set the disbursement date. General File: Disbursement Date: Update allows the user to update the disbursement date if it is already set. General File: Rcvd Sale Notification Date: Set allows the user to set the received sale notification date. General File: Rcvd Sale Notification Date: Update allows the user to update the received sale notification date if it is already set.

The Coordinators area displays the coordinators and teams that are on this file. This information is view-only and cannot be edited.
The Parties area displays the buyers, sellers, and property on the file that are visible to the user who is accessing the file.

Web users with the role right for Edit Buyer/Seller can add new buyers or sellers from this area by clicking on the Add Buyer or Add Seller buttons. Users with this right can also edit names of buyers or sellers by clicking the Edit link.

Create a Note

To add a note to the file, click the Create a Note button. This note will be added to the file and an action will be assigned to the team selected to notify them that a new note has been attached.

Select a team from the Send to list. This will default to the first team on the file, alphabetically.
Enter a Subject and a Body for the note.
Click Send Note when the note is complete.

View Notes

To view the notes on the file, click on the View Notes button. This is only available for web users with the right for View Notes.

NOTE: Notes that are explicitly marked as “Internal Only” or “Secured” will not be visible on the website, regardless of the user’s role rights.
The user can view Full Notes or Summary Notes by toggling between the two radio buttons.
If note tagging is being utilized, users can choose to only display notes with a certain tag by selecting the tag in the Show only notes tagged as drop-down.

Attach a Document

To attach a document, click on the Attach a Document button. This will attach the selected document to the file and may affect actions; an action will be added to the file and assigned to the team selected.

Select a Document by clicking Browse and selecting a file from a directory.
Select a Document Type. This list is populated based on the list of documents in Admin/Documents and Templates/Document Types that are marked to Allow upload for Partner Types…
Add a Description, if necessary.
Select a team from the Send to list. This will default to the first team on the file, alphabetically.
Click Attach Documents.

Change Contact

To change the primary contact on the file, click the Change Contact button. This is only available to users with the Edit Primary Contact role right.

Select another partner employee for the client and click Save.

Signing

To view, add, edit, or cancel a signing, click the Signing button. This button is available to users who have the View Signing Information role right.

Users with the View Signing Information will be able to view signings but will not be able to add or edit any signing information.
Users with the Signing Status role rights will be able to see the signing information and indicate if the signing was completed or if it didn’t sign by clicking Signing Completed or Did not sign, but will not be able to add or cancel signings.
A user with the Order Signing role right will be able to add a signing by clicking the Add button.

Select a Signing Time Zone. Select a Signing Time. Select a Signing Date. Select a Location. If Other is selected, it will also be necessary to provide a Street 1 and Zip. If there are any special instructions or notes for the signing, enter them in the Special Instructions field.

Click Save Signing.
A user with the Cancel Signing role right will be able to cancel a signing by clicking on the Cancel link associated with the signing.

Edit Commitment/L&V

To edit the commitment on the file, click the Edit Commitment/L&V button. This button may display as Edit Commitment/L&V or Search Data, depending on the user. Note that making this tab available may require additional license roles.

This is only available under specific circumstances for a few users:

The Commitment Preparation partner type (ID = 9999) will always be able to see the Edit Commitment/L&V button. The Searcher partner type will have the Search Data button until a commitment has been attached to the file. Once a commitment has been attached, the button will not be available.

The user may also need the role rights for Edit Chain of Title, Edit Commitment, Edit Easements and Restrictions, and Edit Liens and Requirements.

The Client partner type will have the Edit Commitment/L&V button, provided the web user has the Edit Commitment website role and either there is a commitment document on the file or either the vesting or legal description has been populated on the Search Data tab of the file.

Select a Commitment Effective Date, if required.
Add or edit the Proposed Insured, if necessary.
Enter Vesting information.
The Interest and Loan Amount should automatically populate; change it if necessary.
Verify the Property Address.
Enter the Parcel ID, if necessary.
Enter the Legal.

To add chain of title information, click Add in the Chain of Title section.

Select a Deed Type.
Enter a Grantor and Grantee.
Add Book/Page and Instrument information, if applicable.
Select a Dated date and Recorded Date, if applicable.
Enter a Consideration amount, if applicable.
Click Save.

To add or edit tax information, click Add in the Taxes area. This is only available to users who have the Edit Taxes role right.

Select a Tax Type.
Enter a Calendar/Fiscal Year.
Enter a Tax ID Number.
Select a Taxing Entity.
Enter the pertinent tax information, such as the Total Annual Tax and Payment Frequency.
Add the payment information to the First Installment, Second Installment, Third Installment, and Fourth Installment sections as needed.
Any notes that should be associated with this tax information, enter them in the Notes field.
Click Save.

To add lien and requirement information, click Add in the Liens & Requirements area. This is only available to users who have the Edit Liens and Requirements role right.

Select the appropriate lien or requirement. To filter the list, use the Type box.
Enter the information required, which will vary depending on the lien or requirement selected.
Click Save.

To add easement and restriction information, click Add in the Easements & Restrictions area. This is only available to users who have the Edit Easements and Restrictions role right.

Select the appropriate easement or restriction from the drop-down. To filter the list, use the Type box.
Enter the information required, which will vary depending on the lien or requirement selected.
Click Save.

When all the commitment information is entered, click Save.

Settlement Statement

To view or edit the settlement statement, click the Settlement Statement button. This is only available when both the office options for Website: Enable Settlement Statement and Website: HUD are enabled and the user either has the website role for HUD: Change Requests or the website role for HUD: Modify. If the web user needs the HUD: Modify role, a feature must be enabled by Adeptive; contact Adeptive in this case, as additional licensing applies.

If a web user only has HUD: Change Requests, the user will only be able to request changes to the settlement statements on the files to which they have access. When a change is requested, an action will be added to the file with the details of the request and assigned to the HUD Change Coordinator. An internal user will have to make the changes to the settlement statement for them to take effect.

If a web user has HUD: Modify, the web users will be allowed to make changes to the settlement statement. The web user can change the line description, amount, side, POC, POC by, and payee. An internal user will not have to review or make these changes for them to take effect.

Update File Info/Fees

To view or edit the sales price, loan amount, or other file information, click Update File Info/Fees.

This page is only visible under specific circumstances:

The user is a Client partner type. The office option for Website: Clients Update Title Fees is enabled. The file is not canceled. The file has a property. The file has an underwriter. The file has a Posted Balance on Settlement/Postings of $0.00. The file has a loan amount and either the lender’s policy or owner’s policy is set on New Loans.

Make the desired changes and click Submit Changes.
If there is a commitment on the file, it will be regenerated.
If there is a settlement statement on the file, it will be regenerated.

Create Policy

If the employee logged into the website has the right for Page: Policy: Generate Lender’s Policy and/or Page: Policy: Generate Owner’s Policy, the Create Policy button will be available on files. NOTE: Enabling these roles will use a Resware license.

Select a policy type.
Enter the Proposed Insured.
Enter the Vesting.
The Property Address will automatically populate based on the property address of the file. If this is not correct, it can be modified.
The File Number will auto-populate.
Select a Property Type. This may auto-populate if there is a default property type set on the product type.
If endorsements should be included with the policy, check the box(es) for the endorsement(s). Also select the policy type with which the endorsement(s) should be associated.

Endorsements may be automatically selected based on the underwriter and product type used on the file.

Set the Policy Effective Date.
Verify the Loan Amount and/or Sales Price. These will auto-populate based on information elsewhere on the file.
Verify the Lender’s Premium and/or Owner’s Premium. These will auto-populate based on information elsewhere on the file.
Select a Mortgage Date, if applicable.
If additional liens & requirements or easements & restrictions are needed, click the Add button in the applicable section.
To generate the policy, click Create Lender’s Policy or Create Owner’s Policy.

Cancel File

To cancel a file, click the Cancel File button. To confirm, click the OK button. This is only available to users with the Cancel Files role.

Add Partner

To add additional partners to the file, click the Add Partner button. This is only available to users with the Add Partner to File role.

Enter partner Name and/or select a Partner Type.
Click Search.
Find the preferred partner in the results list and click the Add link to add the partner to the file.

Edit Recording Data

To edit recording documents, click Edit Recording Data. This is only available to users with the Edit Recording Data role.

Recording documents can only be edited if they do not already have all their information completed. These recording documents are typically added based on action affects. Click the Edit link. Enter any required information, which is marked with an asterisk (*), and any additional information that may be necessary. Click Save.

Curative Actions Needed

The Curative Actions Needed tab displays the pre-closing curative actions that need to be completed on the file. These items are only visible to users with the role View Curative, and only users with the role Complete Curative can mark these items as complete.

To allow clients to edit these items, enable the office option for Website: Curative: Client can View and Clear curative.
To clear a curative item, check the Agent Complete checkbox.
To clear all curative items at once, click on the Clear all Curative Actions button.
The name of the partner employee who cleared the policy item will be displayed in the Agent Name column.
If a note should be attached to a curative item, click on the Add Note link.
If a document should be attached to a curative item, click on the Attach Document link.

Policy Actions Needed

The Policy Actions Needed tab displays the policy curative items on the file that need to be completed. These items are only visible to users with the role View Curative, and only users with the role Complete Curative can mark these items as complete.

To allow clients to edit these items, enable the office option for Website: Curative: Client can View and Clear curative.
To clear a policy item, check the Agent Complete checkbox.
To clear all policy items at once, click on the Clear all Policy Actions button.
The name of the partner employee who cleared the policy item will be displayed in the Agent Name column.
If a note should be attached to a curative item, click on the Add Note link.
If a document should be attached to a curative item, click on the Attach Document link.

File Progress

To view the progress made on a file, click the File Progress tab. This will display all the actions on the file that are set to be visible to the user’s partner type as setup in Admin/Action Lists/Global Actions, grouped by the responsible coordinator, and the start and complete information for each action.

To attach a note to any of the actions on the file, click the yellow note icon.
If any of the actions on the file are assigned to the partner logged into the file and the partner employee has the role for Complete Actions, the user will be able to start and/or complete actions by clicking the Start or Complete link.
If the partner employee has the role for Modify Action Due Dates, the user can set or change the start or complete due date of an action, as long as it has not been started or completed, by clicking the Set link and entering the requested information.

Contacts

To view all the partners on the file, click on the Contacts tab. This is only visible to users who have the View Partners role.

Partner types can be prevented from seeing other partner types on the website by going to Admin/Partner-Related/Partner Types in Resware, editing the partner type that should be hidden, clicking on the Website Visibility button, and selecting the Website Info Visibility Restricted checkbox for the partner that is logging into the website.

Documents

To view the documents on the file, click on the Documents tab. This is only available to users who have the View Documents role. Documents that are marked as Internal Only or Secured will not be displayed on the website, regardless of the user’s role rights.

To view and/or download a document, click on the View/Download link.
To add a document to the file, click on the Attach a Document button, and provide the requested information.

Shipping

To view shipping information on the file, click on the Shipping tab. This is only visible to users with the View Shipping Information role.

To track a shipment, click on the Tracking Number link.

Bills

To view the bills and bill payments on this file, click on the Bills tab. Only bills and bill payments for the employee’s partner company will be visible. This is only available to users with the View Bills role.

Disbursement/Funding

To view the summary from the Settlement/Postings tab, click on the Disbursement/Funding tab. This is only visible to users with the View Checks role. This area will display the expected receipts and disbursements, the received funds if any settlement funds have been received, and the disbursed payments if any settlement payments have been made.

Anonymous Cost Estimator

Users can obtain cost estimates without logging into the website by going to http://[CustomerWebsiteURL]/CostCalculator.aspx?A=1

Allowing customers to obtain estimates without logging into the website may be useful in cases where a customer has not been given website access yet. With the anonymous estimator, this will not prevent them from getting estimates.

Products available for the anonymous cost estimator are set on the Anonymous client. If an order is placed from an anonymous estimate, it will be created in Resware with the Anonymous client and will be considered Non-Approved. Non-approved files can be found by going to the File Search and clicking All Non-Approved. The client on these files will need to be changed from the Anonymous client to a valid client. To allow orders to be placed from anonymous estimates, go to Admin/General Setup/Offices/Website and enable the office option for Allow anonymous orders to be placed.

Updated on May 3, 2022