Overview
This user guide demonstrates how to use the Westcor Land Title Insurance integration to generate closing protection letters and policy jackets and void policy jackets 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
- When requesting a lender CPL, 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 that the CPL Lender Data information is correct.
- Click Populate CPL Override Address and Populate Lender Address to toggle between the lender’s CPL override and partner addresses. Any additional changes needed can be made here.
- Click Request CPL.
- Enter the Westcor Username and Westcor Password provided by Westcor.
NOTE: The username and password will be retained for each user after it’s entered the first time.
- Select an Agent Number from the available options. This may appear as a description.
- Select a CPL Type from the available options.
- Verify the information in the Buyer Data and Seller Data areas and update fillable fields as needed.
- Click Generate.
The CPL is created.
- Click OK on the success message.
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 can only be voided on the Westcor Land Title website.
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. If requesting a short form policy, complete the Vesting and Mortgage Date.
- Click Generate to open the Jackets Data panel.
- Click Request Jacket.
- Enter the Westcor Username and Westcor Password provided by Westcor Land Title.
NOTE: The username and password will be retained for each user after it’s entered the first time.
- Verify the Agent Number and change as needed.
- Select the Jacket Form.
- Select the Property Type.
- Select the Rate Type.
- The Gross Premium and Effective Date populates based on information entered in the file. The fields can be manually changed on this panel, or the user can click Close, make the corrections on the file, then return to continue.
- Fields and Endorsements:
- This section displays data regarding the file that is necessary to request a jacket. Some of these fields contain information auto-populated from the file; users need to manually complete anything not auto-populated. All fields in this area are required.
- Click Generate.
The jacket is created. Click OK on the success message.
The created jacket is displayed in the Jackets Data panel and on the File/Documents panel.
Generating a Policy with the Jacket
File/Policy/Jackets Data
- In the Jackets Data panel, check Use For Policy Generation and click on Generate. The policy will be generated using the selected jacket, and the Policy Number will be populated in the Policy panel.
Voiding a Policy Jacket
File/Policy
- Click Generate on the policy to be voided.
- Select the policy jacket to void.
- Click Void.
- Confirm the jacket should be voided by clicking Yes.
- Enter or verify that the populated Username and Password are correct and click Save.
The policy jacket is voided.
- Click OK on the success message. The voided jacket filename will be updated to contain VOID and the policy will be voided.
Void a Jacket for a Policy That has Been Issued
- Change the Remit Status on the policy to Void.
- Click OK on the prompt about voiding jackets and endorsements, then click Yes to void the jacket.
- Enter or verify that the populated Username and Password are correct.
- Select a Void Reason
- Click Save.
The policy jacket is voided.
- Click OK on the success message. The voided jacket filename will be updated to contain VOID and the policy will be voided.
