Sending Title Requests

A primary objective with your online loan management system is to save you time and hassles.  Another way we do this is by feeding information from the FlexApp loan application into a Title Commitment Request that you can fax or e-mail to your title provider.   The end result is that the title information is stored on your website and there's once again less paper.

To send a title request...

1. In the loan apps section of your site, find and double-click the loan app for which you want to place a title request.
2. In the loan's details section below, click the Vendors tab.
3. Click New Order in the Title & Escrow section of the screen.
4. A new window opens with a Request for Title Commitment form.
5. Enter additional details, such as the recipient for the fax.
6. Scroll down to the bottom and click Send E-mail.
7. Add an e-mail address, subject and message body before clicking Send. 
8. The recipient gets a PDF attached to an e-mail message with instructions on how to send back the completed order.  They simply print the PDF, fill out any additional information and fax it back when finished.

When the title request is completed, you're naturally updated via e-mail, and you're able to see it in when you click Manage Documents from the Status tab of the application details.

 

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