Overview
This demonstrates how to navigate the Search Data panel in Resware.
Adding a Chain of Title Item
Search Data/Chain of Title
- Click Add.
- Select a Deed Type from the dropdown menu.
- This is typically the type of the deed on the prior title work.
- Enter the name of the Grantors and Grantees.
- Add the book/page recording information from the prior deed.
- Enter the Instrument number of the prior deed.
- Enter the date the prior deed was Dated.
- Enter the Recorded date of the prior deed.
- Enter the Consideration amount on the prior deed.
- The Notes field can be used to include additional information about the deed or a hyperlink to the document itself can be added by using the Insert Hyperlink button.
- Click Save.
Adding Taxes
Search Data/Taxes
- Click Add.
- Select a Tax Type.
- Enter the Calendar/Fiscal Year for the taxes.
- Enter the Tax ID Number.
- If the Tax ID number was entered as a parcel number when the property was entered on File/General, the value can be selected in the dropdown.
- Select the Taxing Entity.
- If the partner isn’t on the file, use Add Partner to add the partner or free-type the name of the taxing entity in the box.
- If the taxing entity is a partner in the system, the contact information will populate based on the partner’s contact information.
- Enter the Total Annual Tax amount.
- Select a Payment Frequency.
- Enter valuation information if it exists or if it’s required by procedure or regulation.
- Enter the tax information.
- Depending on the option selected, different fields will be required.
- Click Save.
General Search Data Information
Search Data/General
- Enter the Proposed Insured.
- If a lender is added to the file, the lender’s proper name will be automatically used as the Proposed Insured.
- This field can be manually entered, if desired.
- Enter a Commitment Effective Date.
- This date can be typed or entered by clicking the dropdown and selecting a date in the calendar.
- Select an Interest type.
- The Typed Date will populate automatically based on the date the commitment is generated.
- Enter the Vesting information.
- Hot keys can be utilized to enter the Proposed Insured and Vesting. To input the buyer, use Ctrl + Alt + B. To enter the seller, use Ctrl + Alt + S.
- The Property Address will populate based on the primary property address on File/General. If this is not correct, it can be changed on Search Data and it will not change the information on the File/General.
- Enter the Legal information.
- The degree symbol can be inserted into the Legal field by using the Ctrl + D hot key.
- Add three easements or restrictions to the file by clicking Add in the Easements & Restrictions area.
- Select an easement or restriction from the Type dropdown.
- Enter the information required by the type selected.
- Required fields are displayed in bold.
- NOTE: The cursor will move between underscores (“________”) in the Language Template by using the Ctrl + N.
- Click Save.
- Repeat for the next two easements or restrictions.
- Add three liens or requirements to the file by clicking Add in the Liens & Requirements area.
- Select a lien or requirement from the Type dropdown.
- Enter the information required by the type selected.
- Required fields are displayed in bold.
- NOTE: The cursor will move between underscores (“_________”) in the Language Template by using the Ctrl + N.
- Click Save.
- Repeat for the next two liens or requirements.
- Generate the commitment by clicking (Re)generate Commitment.
- Resware will open the commitment document with all merge fields already populated.
- Review the document for accuracy.
- Save the commitment to the file by closing the document and choosing to save the document to the server.
- Confirm the commitment was added to File/Documents.
- Send the commitment via email by highlighting the commitment on File/Documents and clicking Send.
- It’s also possible to have an email composed with the commitment attached and recipients already selected on the start or complete of an action.
- Enter a Subject.
- Enter the body of the email in the Note field.
- Select one or more recipients.
- Emails can be sent to partners, internal users, teams, or non-Resware email addresses.
- For training purposes, do not send emails to partners.
- Click Send.
