Point User Guide
323
Services
The
Order
ID
field is enabled when the
Update Escrow
,
Check Status
, or
Cancel
Escrow
option is requested.
e
To place the order with a specific branch of the title company, click the
Refresh
Branch Office/Products
button to refresh the dropdown list.
A login dialog box is displayed.
f
Enter your login information for the selected escrow company and click
OK
.
g
Select the branch office from the dropdown list.
h
Enter the name of escrow officer or select the name of the officer you want to work
with from the dropdown list.
This field is automatically populated if the information was entered in the loan file.
i
Enter additional information, amendments, or endorsements in the provided field.
j
Enter the escrow number in the
Escrow
Order
Number
field.
k
To include an additional document with the request, select
Send Document to
Title Company
and click
Select...
.
The
Select File
dialog box is displayed.
l
Select whether you want to send the document from the document repository or
send a file from your computer and click the
Browse
button that corresponds to
your selection.
If you selected
Send from Document Repository
, the
Document Storage
dialog
box is displayed.
i
Select the document to include and click the
Select
button.
ii
Click
OK
in the
Select File
dialog box.
The document path is entered in the
Send
Document
to
Escrow
Company
field
and will be sent when the request is submitted.
If you selected
Select a file on your computer
, the Microsoft Windows
Choose
file
dialog box is displayed.
Restriction
You can only attach one document to the title/escrow request.