TRG: CPL & jacket (Title Resources Guaranty Company)

Contents

Overview

The Title Resources Guaranty Company integration allows users to generate and void policy jackets and issue 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.

This demonstrates how to set up and use the Title Resources Guaranty Company integration.

Begin here: Contact a Title Resources Guaranty representative for further information and to register for services. Inform Title Resources the account will be used with a Resware integration. Account information, including a username and password, will be provided. Important note: Title Resources will need to whitelist the company’s server IP address prior to testing.

Next: Complete the following set-up steps.

Then: Test.

Version history

Version	Date Released	Mantis	Description
9.7.55 9.8.26 9.9.8	9.22.2019	17485	Enhancement available – CPL and eJacket creation
	12.09.2019		Per TRGC request – CPLs cannot be voided.

Enabling the office options

CPL

Admin> General Setup> Offices> Web Services

Enable the CPL: Allow request of CPL from underwriters office option.

Policy jacket

Admin> General Setup> Offices> Web Services

Enable the Policy: Enable eJacket Requests office option.

Enable the XML client

Admin> General Setup> XML Clients

Select Title Resources and click Edit.
Check Enabled.
Verify the Web Service URL is https://gatewayinResware.trgc.com/PROD/TRService.
Click Save, Save.

Reporting

This will create a log file directly in Resware to document what is occurring with an integration behind the scenes. This is beneficial for troubleshooting issues when they occur.

Admin> General Setup> Integration Logging

Select Title Resources and check the Log Enabled box.
Click Close.

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 Title Resource Guaranty Company.
Enter the partner’s information and set the Partner Type to Underwriter.
Click Save.
Complete the setup in the Adding an Underwriter article.

Select the underwriter service

Admin> Partners> Edit Partner> Underwriter> Miscellaneous

Select Title Resources 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.

CPL addresses

Admin> Partners> Edit Lender> Lender

If a lender’s address on the CPL documents needs to be different than the lender’s address in Resware, click on the Lender option on 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 button.

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 Username and Password provided by Title Resource Guaranty Company.
Click Update User.
- The username and password will be retained for each user after it’s entered the first time.
Select an Agent from the available options.
Select a CPL Template from the drop-down menu.
Verify the information in the Buyer Data and Seller Data areas and update the 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 cannot be voided.

Requesting a policy jacket

File> Policy

Select the 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 and Password provided by Title Resource Guaranty Company.
Click Update User.
- The username and password will be retained for each user after it’s entered the first time.
Select the Agent from the drop-down menu.
Select the Policy Template from the drop-down menu.
Click Generate.