Video Tutorial

Step By Step Tutorial

As part of the Disclosure Generator process, a Title Provider will automatically populate based on the subject property address.

To change the selected provider, click Change Provider.

Click the down arrow to view the provider list, select a provider, and click Update.

To edit an existing provider, click Manage Providers.

Click the down arrow to view the provider list, select a provider, make any necessary edits, and click Save Provider.

You can also setup a fee template for your title providers by clicking Fee Template. 

You can click Add Fee to template any Section C fee and click Save Template.

IMPORTANT: Lender's Title Insurance will always quote automatically and shouldn't be added to a fee template.

If you cannot find your preferred provider, you can add a new provider. Click Add New from the Manage Providers screen.

Complete the information for the new provider and click Save Provider.