Resources > Files

Closing & Disclosing

Closing Disclosure Overview

Accessing The Closing Disclosure

Preparing Invoice Charges

Closing Disclosure Page 2: More Detail

Entering Contact Information

Resources > Files

Recent Files

Recent Files

Recent Files Right Click Options

New File

Resources > Files

Profile Tab

Add Property

Add Sellers Buyers and Attorneys

Add Lender

Add Parties (Other Contacts)

File Data Entry

Resources > Files

Commitment

Overview

Vesting, Legal Property Description, Mortgages

Requirements, Exceptions

Resources > Files

Invoice

Transaction Information

Close From – Notes

System Calculated Charges

Line Item Charges

Payments

Generate Invoice

Mark as Paid

View Activity Log

Invoice Status

Resources > Files

Disbursements

Overview

Gather From Closing Disclosure / HUD

Checks and Deposits

Combine and Split

Resources > Files

Documents

Documents

Resources > Files

Policy

Policy

Resources > Files

Notes

Notes

Resources > Files

HUD

HUD Tab Overview

2 page HUD Overview – Page 1

2 page HUD Overview – Page 2

1 Page HUD Overview

Additional Lines

Adjustments Calculator

Line 202 Link

Line 700 Commission Calculator

Lender Retain Check Boxes

2 Page Multiple Lender

HUD 1 Page Multiple Lender

HUD 2 Page Refinance Overview

Resources > Preferences

User Preferences

User Preferences

Resources > Preferences > Administrator

Non State Specific Lists

Bank Accounts

File Number Prefixes

Invoice Group Codes

Document Manager

Custom File Statuses

HUD Line Default Descriptions

Closing Places

Document Template Groups

Users

Contact List Categories

Office Locations (Branches)

Resources > Preferences > Administrator

State Specific Lists

Platform Partners

Reminders and Manual Orders

Order Sets

Tax Adjustment Descriptions

Municipality Contacts

System Charges

Commitment Sets

Underwriters

Document Sets

Invoice Charges

Invoice Charge Sets

Resources > Preferences > Administrator

Login Management

Login Management

Resources > Preferences > Administrator

Defaults

Defaults

Resources > Preferences > Administrator

Views

Views

Resources > Preferences > Administrator

Commitment

Commitment

Resources > Preferences > Administrator

Recycled Docs

Recycled Docs

Resources > Preferences > Administrator

Company Profile

Company Profile

Resources > General

Log In

Log In

Resources > General

Orders & Reminders

Orders & Reminders

Resources > General

Reports Overview

Reports Overview

Resources > Banking

General

File Specific Search Criteria

Search Criteria

View Results

General Scoop

Resources > Banking

Remittance

Overview

Results

Resources > Banking

Reconcile Account

All Transactions

Auto Reconcile

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Simpler Title Closings Automate data collection and other time-consuming steps, so you can focus on delivering a seamless closing experience. Because your title closings should be simple.