Video Tutorial

Step By Step Tutorial

To Add a provider, click Manage Providers 

*Initial Disclosures 

*Closing Disclosures

Click Add New.

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

IMPORTANT:

• Email and Contact Name are required for Closing Disclosures
• Do not enter the entire state name, enter the abbreviation only
• For Closing Disclosures, if you selected YES for Escrow and Attorney provider, repeat the steps to add the additional providers. 

*Initial Disclosures 

To change the selected provider, click Change Provider.

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

*Closing Disclosures

Start typing in the Company Name field to search the database of providers.

To edit an existing provider, click Manage Providers.

Click the down arrow on Select Provider to Edit 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 Selecting the Provider and clicking Fee Template. 

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