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2.3 - Nationwide Title Clearing

1. eeeeeessssessessssseeeeneneneene nennen nnns 19 FU OrGer ENUY T 21 dor EA M e E EE E E E 22 Special Requirements at a Glance ccccceeesccecccessceeeceeeseceeecceeseceeeseeeeceeeeeeuaeceeeseesecessseeaseeeeessaaeeeess 22 FA eea E E E E E E A E N 23 FCO ACI de E E E E E E EO 24 OO T A E E E E ETE 25 ASSO O eid PHOT TETTE TU E Emm 27 Special Handling Instructions cccccccseseccccesscecceseeeceaseeeceaeeeeseuseeessageeeseaaeeeessugeeeseageeessgeeessaseeeesenaes 27 Client ReleaseLINK Note c 28 Upload an Image MR siecsinseadenead docscedacesnsstacdeedsavecisedsiseeeendasecsaatdsodnabsaioadnesdeeedendelsadsectactsgetdacdsehesenestes 28 Entering Required Information in the TabS ccccccceccccccccsssseceeeceeeeeeeeeeseeseeeeeseeaseeeeeseaeeeeesesaeaeeeesesaaees 29 PANGS MBN VC o NN EROR 29 Mamo PO CSS WAG RR RR 29 2011 Nationwide Title Clearing Inc All rights reserved Chapter OBTABLE OF CONTENTS ReleaseLINK Manual 2 3 Re Recording Information Tab sce RT to Um 30 Loo PC d eie WA MERE NU 31 Agent Information TaD RT 33 Assignment Chain CEMA Tab cccccccesccccceseceeceesececeesececeeneeeeeeeseeeceesececeugecstaegeeseseuseeeteesesetseneeeeeeaneess 33 Original Download Information Tab
2. sseeessssseseeeeeeeeenennnnnn nennen nnnm nn nnn nnn nnne nan nnn nnn 36 Full Order Entry Submitting Your Final Work eeeseeeeeeeeeeeeeeeeeeeen 36 EXCEPTION QUEUE Sen re ee UNDE SEDE 38 Ex copon QUGUS o UTENTE T ee ee eee Rene eee eee 38 PXCeD enbes ui8e PM S INC TIT TEAMS 40 Clearing Exceptions by Type ocoisioneeiconcvsd Ud viui l sanas c RU UR E Ew deci vus bui cavEionntvow cU Cua 42 Exception Specific Screens sssrinin aan innir aAa EEE NEEE aE E TEAN OEA 42 Exception Handling Feedback c ccccccccsssccccessececeenseeeceeseeeseaeeeseaueeeeseaseeeseaseeessaeeessaaeeesssuseeeseseeeeses 46 Clearing Exceptions Using the Order Entry Screen cccccsescecesseeteeeeceseeeceneceneneeeeeseeteseetsneeetsneeens 47 View Original Download Information ccccceccseeeeeeeeceeeeeeeeeeaeeeeeeeeseeeeeeeesseeeeeeeessaeeeeeesseeseeeeessageeeeeeaas 48 Important Note Restricted Access Users amp Clearing Exceptions cccccccseecceeeeseeeeeeeeeeeceseeeeaeneeeees 49 Uploading an Image to Clear an Exception ccccccecccecssseeeeceeseeeteeseceeeeneeeeseeseeeseeeeeeeeneeeeseseseneeneeeeas 50 Sending a Physical File to NTC to Clear an Exception ccccccccecceccesseeeeeeseceeeeeseeeeeeseeeeeeneeseeeaeeeeeeess 50 Order NTC Research to Clear the Exception ccccccccecccccceeseeeeceeeeeceeeeeeeeseeeeeeeeeeeeeeaeeeeeeeeaenseeeeeeas 51 Submitting Work to NTC from Except
3. 2011 Nationwide Title Clearing Inc All rights reserved Chapter 2BLien Release Entry C2 ReleaseLINK Manual 2 3 box Then Browse for and attach the appropriate file Acceptable formats are TIFF and PDF files Counties will reject illegible attachments so if it s borderline please type in the legal description regardless of length Click Upload Image E Order x Mailing Re Recording A Legal 2 Agent Assignment f Original Download In 4 Entry Address Information Description Formation Chain CEMA Information Legal Description SEE ATTACHED EXHIBIT A IV See Attached Exhibit A Uploaded Images Browse Upload Image rr m M See Attached Exhibit A Uploaded Images No image was found CADesktopMegal pdf Browse o SAVE x V See Attached Exhibit A Uploaded Images Name Entered By Entered Date Delete Image RLFADE amp QC 11 13 2009 11 40 15 AM Delete Browse Upload Image save When you click Upload Image it will appear on your screen along with details on the user that uploaded it and the date You can click the Image and open to view it This is very helpful when reviewing other users work 2011 Nationwide Title Clearing Inc All rights reserved Chapter 2BLien Release Entry GO NO ReleaseLINK Manual 2 3 Agent Information Tab Agent information should be input only if your a
4. Chapter 2BLien Release Entry OO C1 ReleaseLINK Manual 2 3 Original Download Information Tab This is a read only display of information you sent NTC in the original download if applicable This screen will be blank for orders you are placing through ReleaseLINK but will contain information for loans that went to your Exception Queue from NTC E Order q Mailing Re Recording 5 Legal Agent Ee Assignment E Original Download Entry Address Information Description Information 79 ChainjCEMA Information Loan No 1165859 Investor Code Ba 7 Borrower Name JAMES N LENTINI Note Date DoJUN 5 Payoff Date Drocro Loan Amount 2093864 00 Address 1 12 PINE OAKS TRAIL Address 2 i City KISSIMMEE Zip Barse sis State FE County OSCEOLA PIN eS oL Misc Info Full Order Entry Submitting Your Final Work When you have finished entering the various required information return to the Order Entry screen and click the DONE button either in the upper right portion or at the bottom n Order x Mailing Re Recording Legal Agent Assignment Original Download Entry Address Information Description Information ES Chaini CEMA Information Full Order Entry Submit fully entered release orders for NTC to print and record x Order NTC Research o SAVE m DONE Q Back to Queue FAQ Feedback C
5. ee ccessc a INK Ga LU amp HOME SERVICES ABOUT CONTACT CLIENT LOGIN This IS a sam ple of the menu for this user type fr Restricted Data Entry1 Logout contract Selection liiteli Click Here for release LINK Manual r Test account billing name A TEST O Release Entry Options qi Place Release Orders for NIC to Process _ Enter Full Release Orders l Release Exception Queue gt Import Loan 2011 Nationwide Title Clearing Inc All rights reserved Chapter 1BIntroduction What is Release LINK ReleaseLINK Manual 2 3 Type 2 Unrestricted Data Entry User has unrestricted access to enter and submit orders directly to NTC This user has full access to perform data entry and submit orders directly to NTC without a QC check This user does not have access the QC queue to review orders entered by other users ceescLINK L4 ka Ld Ej a This is a sample HOME SERVICES ABOUT CONTACT CLIENT LOGIN of the menu for gg Restricted Data Entry1 Logout this user type Click Here for releaseLINK Manual r Test account billing name A TEST P e O Release Entry Options Ei Partial Order Entry g Full Order Entry d l Release Exception Queue gt J c Import Orders Type 3 Quality Control Only User can review and submit orders to NTC from QC Queue This user has permission rights to view orders ente
6. Re l ease NK Manual Version 2 3 Nationwide Title Clearing Inc 02011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 LIN USER MANUAL v 2 3 TABLE OF CONTENTS TABEEOF CONTENTO asses deere dete e 2 INTRODUCTION WHAT IS RELEASE LINK 4 Overview Main MORU G nicis ve diquisU iE Mv bs eleva aa EAA 5 Release Entry Options OVErVvieW cccccccccsssseseccceeeceaeeseeeceeeeeseaeeeeeeceeeesesaeseseeeeeeseseuaaaeueeeeesessaaaaeeeeeeeeees 5 Quality Control Options OVErVieW cccccccececeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeueeeeueueueuueaueuuuuueueueueueueeueeeeneueennaness 6 User Access Levels c 7 Ment SGre ONS eeren E E E E EER 8 ATO OF IG CNS E AE S PAE E E E A A EE E E S T E 10 Mee LOAN eer E 13 LIEN RELEASE Se eh eer ene ee ee ee NIENTE SE 14 About the Entry Queues Partial Order Entry or Full Order Entry ccccccssecccceeseeeeeesseeeseeeeeeeeeeees 14 Entering New Orders c 16 x llis ICE ENUY cerere E 17 Easily Enter Minimal Fields to Place Your Order cccccccsseeeceeeceeseeeeesceeeeeeeeeeeeseeeesseaeseeeessueeeeeseesaaees 17 Remaining Information Needed to Complete the Order cccceseeccceceeesseceeceeeeseceeeseeeeeeeeeeeeeeeeeesseaees 18 Partial Order Entry Submitting Your Final Work
7. TEST 7 Full Order Entry QE of Full Order Entry Release Exception Queue l QC of Exception Processing 3 3 Import Orders Unlock Orders Import Orders ReleaseLINK has the ability for users to import an Excel spreadsheet data file to submit new orders into ReleaseLINK Select the Import Orders icon from the ReleaseLINK main menu screen O Import Orders A new window will open with an option for you to select the type of service you need for the files you are importing When you import a file into ReleaseLINK you are not submitting officially to NTC yet you are placing those orders either in the Full Entry queue or the Partial Order Entry queue within ReleaseLINK according to the option you want 2011 Nationwide Title Clearing Inc All rights reserved Chapter 1BIntroduction What is Release LINK EN O ReleaseLINK Manual 2 3 Select if you are uploading the spreadsheet for Full Order Entry or Partial Order Entry ReleaseLiNK Helpful Information Choose an Upload type f Import to Partial Order Entry Queue C Import to Full Order Entry Queue 1 First read the helpful information if this is your first time using this feature 2 Download and save the template onto your computer 3 Open template add all required loan details and save file for using Acceptable file type xls xIsx Qo Back to Main Menu n Download Template Clic
8. Search Loan Status Choose One m Search Export to Excel Total Loans 13 LoanNo State County Status StatusDate InputBy OOCDate 123123111 ME Waldo Order QC Fail 11 02 2009 RLRDE1 02 10 2002 Edit Delete W 2040083164 CA Mendocino Order QC Fail 11 04 2009 NTCSYSTEM 06 03 2005 Edit Delete w 0009995143 AA Entry In Progress 10 23 2009 NTCSYSTEM 11 04 2005 Edit Delete To handle the QC fail the Data Enterer clicks EDIT and then at the top left of the screen there is a field QC Failure Reason that contains the comments entered by the QC as to why the order was failed This facility gives the Data Enterer a clear explanation regarding what needs to be corrected before the order is re submitted for QC again Chapter 4BQuality Control O NO 2011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 Mailing Re Recording Legal Agent Assignment Original Download Address Information Description Information ChainfCEMA Information iui Release Exception Queue g Order ISA Entry Order NTC Research save none C3 Back to Queue FAQ Feedback Exception Description Payoff Date QC Failure Reasan Payortt date doesn t match file Document Type Being Created Default Release Reconveyance v Loan Number State w County poi9935588 7 agger M Loan Amount Payoff date mm dd yyyy Status 135000 00 i 12 21 2008 O
9. 3 ReleaseLINK Full Order Entry TA Enter New Order O Back to Main Menu Search E Export to Excel ion Status Choose One i ay Search ME E ReleaseL INK 20101021287 00101021255 V m 101021047 3 Ei Partial Order Entry Enter New Order Q Back to Main Menu Search EEEN Loan Status Choose One row Bath State County Status StatusDate InputBy O0CDate 664221 AZ Gila Entry In Progress 11 05 2009 TestUser2 Edit Delete Export to Excel Total Loans 112 LoanNo gy 664951 CA Napa Entry In Progress 11 05 2009 TestUser2 12 10 2009 Edit Delete gg 665681 ID Gem Entry In Progress 11 05 2009 TestUser2 07 16 2012 Edit Delete As long as a loan is in the ReleaseLINK system it cannot be modified in NTC s lien release system which is a separate database When you place an order or OK a release to print that loan leaves ReleaseLINK and is submitted to the NTC system Any changes made to the loan while it is with NTC are entirely the responsibility of NTC personnel The list of loans that appears here are all loans that are currently in progress and have not been officially submitted to NTC Once officially submitted to NTC they will no longer be found in any ReleaseLINK queue You can search this list by loan number or status or filter the loan list by any of the headings e Entry Queue Col
10. 3 T Release Exception Queue 2 Unlock Orders c Import Orders Release Entry Options Overview e Partial Order Entry Partial Order Entry is used to submit release orders to NTC to finish data entry and processing Enter only the basic information that would ordinarily be included in an initial download This feature allows you to skip the routine download process through NTC s IT Department and instead immediately submit the order right away When entering in this feature only the minimum fields are highlighted as required When you submit to NTC we complete the rest of the data entry and release process from the files or images you provide where these are available This is also a very convenient option for files you already know are missing information such as the mortgage deed of trust 02011 Nationwide Title Clearing Inc All rights reserved Chapter 1BIntroduction What is Release LINK ReleaseLINK Manual 2 3 e Full Order Entry Full Order Entry option includes fields and built in prompts to enter all information necessary to prepare a recordable release that complies with the county and state requirements of its particular jurisdiction Used to submit fully entered orders for NTC to print and record This allows you to input all the required data for a loan that is not already in the NTC system so the release can be printed without further data entry by NTC The screen highlight
11. CORTE PADRERA Address 2 eee City TEMECULA is Zip 2592000 State cA County RIVERSIDE PIN 9542210133 amp 3542210133 Misc Info Chapter 3BException Queue N CO 02011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 Important Note Restricted Access Users amp Clearing Exceptions Users that have been given Restricted Access will have limited capability to resolve exceptions All exception specific screens will be prevented from submitting to NTC This is due to these exceptions requiring a final decision incurring costs etc therefore Restricted Users will only be allowed to submit the exception to the QC queue As shown below ReleaseLink Data Discrepancy Loan No 0079823701 Feedback According to Download According to Image Loan number 0079829701 Hote Date 24 JUN 03 12 12 2003 Loan Amount 115500 210000 Property Street Address 122 SHERBURNE ST N Property Street Address 2 Property City STILLWATER Property State MN Property Zip 55082 Higher access level required for Data Discrepancy exceptions Choose Options Save my work I ll be back to finish C Exit without saving DONE O Back to Queue However Restricted Access users can resolve certain types of exceptions that are resolved using the Order Entry Screen and submit it to the QC Queue As shown below 02011 Nationwide Title Clearing Inc All rights reserved Chapter 3BException Queue N CO Rel
12. FAQ a Feedback Document Type Being Created Default Release Reconveyance T More State County Requirement Information Loan Number State w County 1 IRI Je nam L1 Loan Amount Payoff date mm dd yyyy Status 666 000 00 cr 10 16 2009 From Email examplet amp eemail com w Property Address jJ Message 522 BROOK STREET This is a test gt Property Address line 2 M i City TOWN 5 Registered Land Land Court Torrens Note Date mm de Pul i Recording Pate Signoff There is a special field setup for signoffs to address how the lien release should be properly printed with the appropriate and complete legal entity name Signoff click field for list Clicking the field will open a box for you to select the appropriate signoff This list is pre filled with all the signoffs that were originally setup and specific to your account You can use the search tool to find a lender on the list or scroll bar To select a signoff click the code on the left If the appropriate signoff is not on the dropdown you can request it to be added by checking the Lender of record is not listed but should be box only available on Full Order Entry Chapter 2BLien Release Entry NO C1 02011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 Signoff click field for list Lender of record is not listed but should be E Hide EE l Search Sig Cod
13. Screen used for Full Entry or Place Order to NTC This is for missing items that can be easily cleared just by entering the missing information These types of exceptions may be items like missing Recording Information Legal Descriptions PIN etc In this case the Exception Description field will clearly display what information is missing There will be one or more blank required fields corresponding to the exception type Chapter 3BException Queue N N 2011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 In Order s Mailing gt Re Recording Legal r Agent Assignment Original Download o Entry J Address Information Description AP imati Ee Chaint CEMA 2 Information Release Exception Queue Exception Description e DONE OG Back to Queue Payoff Date ee oo amp 4 Order with NTC Research to Clear Exception I View Original Download Information When clearing an exception from the Order Entry view you can click the Original Download Information tab if you need to review the information NTC was originally provided about the loan Order Mailing Re Recarding Legal Agent Assignment Original Download Entry Address Information Description Information Ee Chain cEMA Information Loan No f 15286501 Investor Code 174 Borrower Name MAREC CRUZ 0000000000000 Note Date R4MAY 05 ooo Payoff Date procro Loan Amount 534300 Address 1 jp 538
14. Total Loans 15 Clear Filter Exception Type Assignment Recording Info And Legal Missing Assignment s Missing Assignment s Edit Edit This loan as been returned to Releaselink as the exception has not been resolved Please resolve and resubmit Edit CO CO 3BException Queue Chapter ReleaseLINK Manual 2 3 Exception Queue Columns Status The status in the order entry list will be one of the following two Entry in Progress This is an order you or another user started and have not yet submitted to NTC By clicking Edit you can resume your work Order QC Fail This is a Quality Control status indicating an order that was entered into ReleaseLINK by a user with Restricted Data Entry failed the quality control check Only one of your users with Full Access or QC permission can assign this status this is not an NTC status or review When Edit is clicked the order entry screen will open and the reason for failure will appear near the top Delete You can delete a loan from any queue by selecting the delete button A warning message will appear confirming you want to delete the loan before it is deleted OOC You can easily see the date the file will go out of compliance to state and county laws Status Date You can easily see the date of the last status to track progress within the ReleaseLINK system Exception Type This displays the exception for that particular loan Retu
15. an Ehe signoff list within 24 hours please contact your Account Manager Exception Handling Feedback If you have special instructions or details to send NTC along with that exception you can click the Feedback button to open an email message that will be sent to your Account Manager at NTC The message will automatically be sent to the appropriate Account Manager and include the loan number for reference without you having to type it Just enter your message and hit send 02011 Nationwide Title Clearing Inc All rights reserved Chapter 3BException Queue N O ReleaseLINK Manual 2 3 Example of feedback message Property Address Please fill in the empty fields below Loan number 9980772 Feedback Borrower OLANDA ESPARZA From Email Note Date mm dd yyyy 04 21 2006 fyour_name nwte com Loan Amount 140000 Message essage Property Street Address 2 Property City Boulder s Property State cO id Property Zip 8888 00000000 a Payoff Date mm dd yyyy 1022005 MIN Agent Name Agent Street Address Agent Street Address 2 Agent City Agent State AA Agent Zipcode Choose an action C Submit to NTC Submit to NTC to Research MIN Cancel order with NTC Save and Exit C Exit without Saving Clearing Exceptions Using the Order Entry Screen Some types of exceptions will return you to a screen that looks similar to the Order Entry
16. as shown below You may search for a loan by the loan number the status or by exception type In addition you may filter the loan list by any of the headings You can also easily export this list to Excel 2011 Nationwide Title Clearing Inc All rights reserved Chapter 3BException Queue CO CO Oo Back to Main Menu Search l Release Exception Queue 3 ReleaseLINK Manual 2 3 Loan Status Choose One o Search Filter Exception Category All Exception Type All Exceptions StatusDate OOCDate Exception Type EF Export to Excel Total Loans 15 Clear Filter J 3 J J 3 3 J 201005180017 8000015504 8000000256 8000011304 8000016564 0662628379 8000005757 8000001731 2003833474 8000015712 8000004750 7101725260 8000004912 8000016589 201005180054 State County NC 2 8 4 2 2 2 22 2 gt 2 IL Alamance Cheatham Coffee Anderson Anderson Adams Anderson King Shelby Aleutian Islands East De Witt Entry In Progress Entry In Progress Entry In Progress Entry In Progress Entry In Progress Entry In Progress Entry In Progress Entry In Progress Entry In Progress Entry In Progress Entry In Progress Entry In Progress Entry In Progress Entry In Progress Entry In Progress 05 20 2010 05 17 2010 05 13 2010 02 22 2010 04 07 2010 02 22 2010 05 24 2010 05
17. com and select the Client Login button and this will take you to www nwtc com portal Once logged in you will be able to enter loans partially or fully that are not yet downloaded to NTC s system and to clear exceptions that have been identified by NTC There is no software to download or complicated training procedures because ReleaseLINK is a simple self service web feature with context sensitive help that requires no updates or downloads While the system was designed for the convenience of our clients it will never replace the live assistance of our Client Relations personnel NTC is committed to your satisfaction and to providing impeccable service We are always here to help There are three key functions of ReleaseLINK 1 Data Entry Order Entry 2 Exception Handling and 3 Quality Control This user manual is separated into these parts Part 1 Partial Order Entry amp Full Order Entry ReleaseLINK Partial Order Entry enables you to Partial Order Entry by entering only the basic information that would ordinarily be included in an initial download NTC can then complete the data entry and release process from files or images provided This sophisticated data entry system is designed to remove guesswork and difficulty from the process and includes online help content every step of the way ReleaseLINK contains a Full Order Entry option with fields and built in prompts to enter all information necessary to prepare a recordable relea
18. loan you wish to review This will bring you to the following screen This is the same screen used by the data enterer You can see at a glance that the data enterer authorized NTC research and all entries made Click the DONE button when you have reviewed the information Please refer to the Submitting Your Work section in this manual on how to proceed after you select DONE 2011 Nationwide Title Clearing Inc All rights reserved Chapter 4BQuality Control C1 O ReleaseLINK Manual 2 3 2 m 1 Order v Mailing Re Recording Legal Agent Assignment Original Download Entry Address Information Description Information Ee Chain CEMA Information QC of Partial Entry Partially entered release orders awaiting QC rrr FAQ at Feedback es Document Type Being Created Default Release Reconveyance More State County Requirement Information Loan Number State w County puc cc MINNESOTA Grant Loan Amount 4 Payoff date mm dd yyyy Status E amp Property Address Property Address line 2 City zip 4 Certificate of Title Number w Registered Land Land Court Torrens lt s QC of Full Order Entry Selecting this option will bring you to a queue of loans that have previously been entered by users with Restricted Data Entry access with the option Full Order Entry and therefore are considere
19. processing is not available on exception files Investor Code amp Property Lots amp Security Instrument Type po 4 Original note in file leave blank if unsure T Original mortgage in file MJ PA CO only No s Order Priority Order Priority Standard Special Handling Instructions Client ReleaseL INK Note lal Uploaded Images Please save loan prior to uploading images No image was found Browse Upload Image Only PDF amp Tif allowed save e DONE o Back to Queue Special Handling Instructions When you type a note in the Special Handling Instructions field during order entry you can relay key information to NTC regarding that file and provide more details when submitting rush orders or special instructions 02011 Nationwide Title Clearing Inc All rights reserved Chapter 2BLien Release Entry NI ReleaseLINK Manual 2 3 Special Handling Instructions Client ReleaseLINK Note When you type a note in the Client ReleaseLINK Note field it stays within the ReleaseLINK system and is not sent to NTC This note field is for the client s own internal use to relay information to a co worker Quality Control staff or for their own reference Client ReleaseLINK Note Upload an Image When you enter an order under Place and Order for NTC to Process or Full Entry or Exception Queue you have the option to upload an image that corresponds to the order Special
20. requiring a final pass by authorized personnel to submit final work to NTC When users are setup with Restricted Data Entry access all the data entry they perform in ReleaseLINK must go through the QC queue before submitting to NTC IMPORTANT NOTE This feature is OPTIONAL Granting users Unrestricted Data Entry Access will completely avoid the need for this Quality Control Feature If you need assistance granting user permissions please contact your Account Manager 02011 Nationwide Title Clearing Inc All rights reserved Chapter 4BQuality Control C1 C1 ReleaseLINK Manual 2 3 QC of Partial Order Entry Selecting this option will bring you to a queue of loans that had previously been entered by users with Restricted Data Entry access with the option Partial Order Entry and therefore entered with minimal information Files in this queue are awaiting a review before they are officially submitted to NTC to complete the order If the order failed the QC it moves from this queue back to the Partial Order Entry queue to be resolved If the order passes QC it will be submitted to NTC and leave the ReleaseLINK queue system altogether E OC of Partial Entry 1 o Back to Main Menu Search on y Search gy Export to Excel Total Loans 1 LoanNo State County InputBy StatusDate uh 659665 MN Grant TestUser 12 01 2009 Edit Delete To proceed with the Quality Control check select Edit on the
21. screen Exception Categories There are filters to be able to view at a glance categories of exceptions such as Chain of Title Exceptions Data Discrepancy Exceptions Requiring Research Incomplete Initial Order or No File No Image This is helpful to sort and handle similarly related types of exceptions at once l Release Exception Queue 3 o Back to Main Menu Search Loan Status Choose One y Search Filter Exception Category Exception Type All All Exceptions Status StatusDate OOCDate Exception Type Chain of Title Exceptions Data Discrepancy Exceptions Requiring Research Incomplete Initial Order Info No file Mo Image Entry In Progress 09 79 2009 12 15 2006 Recording Info Legal And PIN Entry In Progress 10 22 2009 01 19 2006 Assignment And PIN uli 9138850 Ag Entry In Progress 10 22 7009 11 20 2005 Legal And Original Bene Exception Types o Export to Excel Total Loans 44 Clear Filter Edit Return to NTC Edit Return to NTC Edit Return to HTC There is an extensive list of exception types based on the specific information that is missing ouch as loans missing Recording Info and Legal Legal and PIN Assignment etc You can sort and filter only by a specific exception type You can also customize your account so that only 02011 Nationwide Title Clearing Inc All rights reserved Chapter 3BException Queue N ReleaseLINK Manual 2 3 have certain t
22. to Queue FAQ IL T Feedback To deselect research click the button again and it will return to the original setting FAQ The FAQ button has frequently asked questions and additional information When you click the FAQ button a window pops open with additional information for help with fields on the screen fe Order Mailing a Re Recording Legal b Agent f Assignment Original Download Entry Address Information Description Information Chain CEMA Information Full Order Entry Submit fully entered release orders for NTC to print and record gt Order NIC Research save Qoe DONE C Back to Que Opa to Queue ueue FAQ an ie Feedback Chapter 2BLien Release Entry NO OO 2011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 m Order Mailing i A Re Recording 7 Legal Agent Assignment Original Download Hl Entry Address Information Description Information SP Chain CEMA A Information Full Order Entry Submit fully entered release orders for NTC to print and record j Order NTC Research o SAVE e DONE Qo Back to Queue FAQ Feedback Document Type Being Created Default Release Reconveyance More State County Requirement Information Loan Number State County 1020583 7 MINNESOTA x Grant Loan Amount 4 Payoff date mm dd yyyy Status Entn In Ernnracc 35000 00 f 0 16 200 Shows
23. 24 2010 05 24 2010 05 24 2010 05 24 2010 05 24 2010 05 24 2010 05 24 2010 05 24 2010 07 16 2010 01 02 2010 12 25 2009 12 25 2009 12 20 2009 10 15 2005 01 09 2010 12 26 2009 12 10 2009 12 26 2009 01 04 2010 12 03 2009 06 16 2010 Assignment Recording Info And Legal Edit Missing Assignment s Edit Missing Assignment s Edit Property Address Edit Borrower Name s And Recording Info Edit Data Discrepancy Edit Most Or Al Required Info Edit Recording Info Edit Recording Info Edit Recording Info Edit Most Or All Required Info Edit Most Or All Required Info Edit Most Or All Required Info Edit Recording Info Edit Recording Info Edit Loans marked with a red asterisk indicate that the loan has been in the exception queue previously and NTC is returning it for further exception handling Q Back to Main Menu Search Filter Exception Category All LoanNo EN 8000015504 TN 02011 Nationwide Title Clearing Inc All rights reserved i 8000000256 TN Coffee State County Alamance Cheatham l Release Exception Queue 3 Exception Type Aui Exceptions Status Entry In Progress Entry In Progress Entry In Progress Entry In Progress StatusDate 05 20 2010 05 17 2010 05 13 2010 02 22 2010 OOCDate 07 16 2010 01 02 2010 12 25 2009 12 25 2009 Property Address E Export to Excel
24. C PREFERRED WILL ACCEPT BOOK PAGE ALL IF AVAILABLE Property Address 02011 Nationwide Title Clearing Inc All rights reserved Chapter 2BLien Release Entry NO NO ReleaseLINK Manual 2 3 Order with Authorization for NTC to Research Enter all the information you have available but if you are missing mandatory fields you can instruct NTC to research the county records to locate missing information Click the Order NTC Research button shown here fe Order v Mailing Re Recarding Legal Agent te Assignment Original Download Entry Address Information Description Information Chain CEMA Information Full Order Entry Submit fully entered release orders for NTC to print and record sa SAVE Gs o DONE E QD Back to Queue Back to Queue e IIT FAQ luu Feedback rder NIC Beseangl LR HN This Rene should be EEG ET iF you are placing neea orders For known exceptions or hawe discovered during Full Document Type Beingentry that some required information is missing From the File Such requests For NTC Research require QC approval J zi Loan Number at vour end before ReleaseLink will submit them to NTC 4 City When selected it changes to NTC Research Authorized as shown here Full Order Entry Submit fully entered release orders for NTC to print and record save EVI E C5 sac to Queue P Back
25. Chain aaa 2011 Nationwide Title Clearing Inc All rights reserved Go N ReleaseLINK Manual 2 3 If you need to enter additional documents in the chain click Add and repeat the process until all are entered If you need to make a change select the assignment from the list and click Edit or Delete Order Mailing Re Recarding Legal Agent te Assignment Original Download Entry ress Information escription nformation ain nFarmatian Ent Add Inf Fi D ipti Inf Li Chain CEMA Inf Li Add assignments consolidations modifications to chain Seqho Doc Type 1 Assignment ABC MORTGAGE XYZ MORTGAGE Edit Delete 2 2nd Mortgage JANE DOE SALLY SMITH Edit Delete Assignment chain as previously input by NTC lo Data Entered in Add Ex Preview Chain Once you have entered one or more assignments you can select Preview Chain to see how the sequence will be printed Im Order Mailing Re Recarding 7 Legal Agent Assignment Original Download m Entry Address Information Description Information Chain CEMA E Information O Add assignments consolidations modifications to chain ASSN ABC MORTGAGE TO XYZ MORTGAGE DATED 12 12 2008 REC 12 20 2008 BK 123 PG 12345 INSTR 1234 MTG 2 RE RECORDING OF JANE DOE TO SALLY SMITH DATED NEW RECORDING DATE 2011 Nationwide Title Clearing Inc All rights reserved
26. Exit without saving will discard your changes WARNING Selecting Back to Queue at this point will discard all your entries and not save 02011 Nationwide Title Clearing Inc All rights reserved Chapter 3BException Queue C1 N ReleaseLINK Manual 2 3 Users with Restricted Data Entry access will see these options r Choose Action Submit to QC queue C Save my work Ill be back to finish C Exit without saving O suom Back to Loan O Back to Queue E EMI Hr MR MM Submit to QC Queue is the option to finish your data entry and submit it for your own separate Quality Control check before it is submitted to NTC Save my work I ll be back to finish will save what information you have entered and allow you to return to it later without officially submitting it to NTC Exit without saving will let you exit without saving and is provided in case you wish to discard your entries Quality Control Quality Control of Order Entry The Quality Control feature allows you perform a separate QC step on all work performed by specific users with Restricted Data Entry Access prior to submitting final work to NTC Users with Quality Control access will be able to review the data entered and authorize ordering research for exceptions on all work submitted by users with Restricted Data Entry access This feature limits the rights of your Restricted Data Entry users by
27. Handling Instructions Client ReleaseLINK Note a Uploaded Images No image was found Browse Upload Image Browse for the file on your computer and select Upload Image Acceptable file types are either PDF or TIFF files When it has successfully uploaded details will display on the screen You can add additional images and delete as needed Chapter 2BLien Release Entry NO CO 02011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 Special Handling Instructions El Client ReleaseLINK Note Uploaded Images IPortals Loanlmages 274 20090723165705 pdf RLFADE amp QC 7 23 2008 4 48 58 PM Delete Browse Upload Image Entering Required Information in the Tabs The seven tabs across the top of the form are designed to follow the sequence of paging through a mortgage Following are descriptions of each tab and entry instructions Alerts in Red In addition to the highlighted fields you may find an alert for required fields that are not on the first page of the order entry form A statement in red appears at the top of the page such as Mailing Address Legal Description Required or Assignment Chain CEMA Required sometimes more than one Note The alert will continue to display even after you have input the data Legal Description Required m Order v Mailing Re Recording Legal Agent fe Assignment Original Download Entry Address Information Descr
28. Manual 2 3 These options are defined as follows Submit to QC Queue is the option to finish your data entry and submit it for your internal Quality Control check before it is submitted to NTC Save my work l Il be back to finish will save what information you have entered and allow you to return to it later without submitting it for QC Exit without saving discards all changes since the last save WARNING Selecting Back to Queue at this point will discard all your entries and not save Full Order Entry When you perform Full Order Entry there are additional fields and tabs that will require data entry Highlighted fields and alerts will prompt you for the needed information Order Mailing A Re Recording J Legal Agent Assignment Original Download Hh Entry Address Information Description Information P Chaint CEMA aS Information Full Order Entry Submit fully entered release orders for NTC to print and record Drder NTC Research save pone Back to Queue FAQ Feedback Document Type Being Created Default Release Reconveyance v Loan Number State s County tc eC ChooseOne z ChooseOne Loan Amount 4 Payoff date mm dd yyyy Status a E 0 5 1 Property Address Property Address line 2 Zip amp 4 Certificate of Title Number s Registered Land Land Court Torrens Chapter 2BLien Release Entry Note Date mm d
29. Order Mailing Re Recording Legal Agent fe Assignment Original Download Entry Address Information Description Information cU Chaini CEMA J InFormatian Partial Order Entry Submit release orders for NTC to finish data entry and processing Order NTC Research o6 SAVE e DONE Back to Queue Jj FAQ Feedback m Document Type Being Created Default Release Reconveyance Loan Number State County ie ChooseOne x Loan Amount w Payoff date mm dd yyyy Status Y a T w Property Address Property Address line 2 Zip 4 Certificate of Title Number 1 Registered Land Land Court Torrens D p Md Note Date mm dd yyyy 4 Recording Date mm dd yyyy Ju c M A single red asterisk shows the minimum amount of information ReleaseLINK needs in order for you to be able to save a loan in the system such as if you need to save and return later to finish Double red asterisks indicated when a required field has been missed Navigation is done with the Tab key or by mouse clicks you may experience unexpected results when using the Enter key Partial Order Entry Easily Enter Minimal Fields to Place Your Order Partial Order Entry is used to submit release orders to NTC to finish data entry and processing Enter only the basic information that would ordinarily be included in an initial download This feature allows you to skip the routine downlo
30. TC a ei emery n TO8 55 Most Or All Required Info i eem b 09v n Entry In Progress 4 Consolidations Boro Edit Return to NTC No File Mo Image j see n Entry In Progress Note Date r Fdit Return to NTC Original Beneficiary gj 7849383 OH Entry In Progress FA Township Ward Boro egal Edit Return to NTC PIN Parcel ld Number E 72 05 FL Entry In Progress 1 PIN And Township Edit Return to NTC FIN And Trustee a 11524444 FL Entry In Progress 11POA Recording Info Edit Return to NTC us 11856846 NV Entry In Progress 10 27 2009 12 05 2005 Recording Info And Township Edit Return ta NTC Clearing Exceptions by Type When you select Edit on a loan listed in the queue it opens a unique window specific to each exception type The window displays what is missing and gives you a tool to clear that specific type of exception as well as choices to submit that type of exception back to NTC according to that specific exception Each type of exception can vary widely on what is needed to clear it as well as what type of research options may be necessary to resolve it Exception Specific Screens Chapter 3BException Queue oome types of exceptions will display a custom screen unique to clear that particular type of exception and custom submit to NTC options according to what is needed to complete the N NO 2011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 release This will be for exceptions such as missing
31. ad process through NTC s IT Department and instead immediately submit the order right away When you submit to NTC we complete the rest of the data entry and release process from the files or images you provide where these are 02011 Nationwide Title Clearing Inc All rights reserved Chapter 2BLien Release Entry NI ReleaseLINK Manual 2 3 available NOTE All detailed instructions on order entry are listed under the Full Entry Order section of this manual f m Order Mailing Re Recording Legal Agent fe Assignment Original Download Entry Address Information Description Information e cChain CEMA Information Partial Order Entry Submit release orders for NTC to finish data entry and processing Order NTC Research SAVE e DONE Back to Queue Jj FAQ j Feedback m Document Type Being Created Default Release Reconveyance Loan Humber State 44 County w Payoff date mm dd yyyy Status EE 2 w Property Address Property Address line 2 a Zip w Certificate of Title Number Registered Land Land Court Torrens D e Note Date mm dd yyyy Recording Date mm dd yyyy m z y B al Remaining Information Needed to Complete the Order Since this is Partial Order Entry NTC will need to be supplied with all additional information to complete the data entry and prepare the release You have two options on w
32. assignments un recordable assignment found in the file missing property address data discrepancy between original loan download and file no image or file missing chain of title and more Examples of some of the Exception Specific Screens Property Address Please fill in the empty fields below Loan number 9040086761 E Borrower CHARLES No File No Image Note Date mm dd yyyy 01 30 2003 Loan number 7048878 Feedback aah Oa 322000 00 RAYMOND USSELMAN AND XOCHITL USSELMAN HUSBAND Borrower Property Street Address 1503 WILLO AND WIFE AS JOINT TENANTS Property City SAN JOSEF Note Date 8 12 2005 12 00 00 AM Property State CA Loan Amount 384750 00 DL Property Street Address 32738 WOODHILL LANE Property Zip 126 Property City COARSEGOLD PayoffDate mm dd yyy 0419 2005 Property State CA Property Unit Numbe roperty Unit Number Property Zip 93614 MIN 1002026904 Payoff Date Agent Name OOC Date Agent Sireet Address E Enter Loan Information Agent City Browse Upload Image Agent State AA J Uploaded Images Agent Zipcode Image Testlser 11 3 2009 4 37 52 PM Delete Choose an action C Submitto NTC Submit to NTC to Researt Choose an action C Cancel order with NTC C To NTC to Research a Image Uploaded NTC to complete entry C Physical file being shipped to NTC C Cancel order with NTC d C Exit without Saving C Entry now complete OK to print and record vo
33. ccess will see these options Choose Action Submit to QC queue C Save my work Ill be back to finish Exit without saving i o Submit c Back to Loan Q Back to Queue These options are defined as follows Submit to QC Queue is the option to finish your data entry and submit it for your own separate Quality Control check before it is submitted to NTC Save my work FII be back to finish will save what information you have entered and allow you to return to it later without officially submitting it to NTC Exit without saving will let you exit without saving and is provided in case you wish to discard your entries WARNING Selecting Back to Queue at this point will discard all your entries and not save Exception Queue Exception Queue Features Orders will appear in your Release Exception Queue each time NTC identifies a loan with a particular exception type and more data is needed in order to prepare the release The Exception Queue list has the loan number the exception type and other general data All orders placed by NTC into your ReleaseLINK Exception Queue are locked in the main NTC system so that NTC personnel may not change loan data while they are assigned to you All changes are tracked so that accountability can be readily determined Loans appearing in this queue have been data entered by NTC Select Edit to view the details You will see an exception description just below the tabs
34. ccount was previously set up for mailing of documents to agents in selected states If in doubt please contact your Account Manager Remember to click SAVE before you go to the next screen m Order 2 Mailing Re Recording Legal Ds Agent re Assignment Original Download Entry Address Information Description 9 Information Chain EMA r Information Agent Information Agent information should be input only if this account is set up for forwarding of documents to agents for them to record in selected states If in doubt please contact your Account Manager w Agent Name Agent Address Agent Address line 2 City State Zip ALASKA SAVE Assignment Chain CEMA Tab Some jurisdictions including most of New York and Pennsylvania require any assignments to be recited on releases New York also requires the recital of CEMA s Consolidation Extension and Modification Agreements ReleaseLINK provides a detailed entry form for each document in an assignment chain or CEMA chain This is only applicable is the loan has been assigned to another entity after origination Click the Add button and fill in each field i Order v Mailing Re Recarding Legal Agent m Assignment Original Download Entry Address Information Description Information O Chain CEMA Information Add assignments consolidations modifications to chain Assignment chain as previously input by NTC qo Data Ente red Add ta Pr
35. ct The loan will be sent back to the appropriate entry queue with a status of Order QC Fail with an optional Fail Reason to tell the data enterer what to correct Important Note Release orders that are submitted as OK to Print and Record through ReleaseLINK do not go back to NTC s Quality Control department The printed release will be checked over for general acceptability for recording but not for the accuracy of data entered through ReleaseLINK for which NTC assumes no liability QC Fail When the QC finds an error in an order that they check the QC selects QC Fail and then has the option of adding text in the Fail Reason field to explain to the original Data Enterer what needs to be done to handle the reason for QC failure 02011 Nationwide Title Clearing Inc All rights reserved Chapter 4BQuality Control O ReleaseLINK Manual 2 3 Choose Action C OK to Print and Record Order Research from NTC C Save my work I ll be back to finish C Exit without saving QC Fail Fail Reason Payot date doesnt match file simi eo Back to Queue O Back to Loan The Data Enterer will then see the order back into the original queue Place Order Queue Full Entry Queue or Exception Queue and they then have the ability to correct the issue and then re submit the order back to the QC for re examining and passing ri rders to be Placed with NTC ze rmm Enter New Order Q Back to Main Menu
36. d complete or entered with the option to order research from NTC Files in this queue are awaiting a review before they are officially submitted to NTC If the order failed the QC it moves from this queue back to the Full Order Entry queue to be resolved If the order passes QC it will be submitted to NTC and leave the ReleaseLINK queue system altogether v QC of Full Order Entry e Back to Main Menu Search o Export to Excel TeS x Search Total Loans 1 LoanNo State County StatusDate DOCDate B 142536748596 FE Okaloosa 12 30 2009 02 28 2010 Edit Delete Chapter 4BQuality Control C1 NI 2011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 To proceed with this Quality Control check select Edit on the loan you wish to review This will bring you to the following screen This is the same screen used by the data enterer You can see at a glance that the data enterer authorized NTC research and all entries made m Order Mailing T Re Recording Legal Agent Assignment Original Download A Entry Address Information Description Information e Chaint CEMA Information QC of Full Order Entry Fully entered release orders awaiting QC ls pone le T e save Ev DONE Back to Queue FAQ Feedback Document Type Being Created Default Release Reconveyance T Loan Number State 4 Count
37. d yyyy 4 Recording Date mm dd yyyy EE Book Page Instrument Document Borrowers First Name Borrowers Last Hame E a Borrower full name s as it appears on the Mortgage Vesting Status Add AKA FKA NKA or WATA Surname NO 02011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 Order Entry Tab The Order Entry tab is the main data entry screen The highlighted fields are your primary guides as to what is required for a release in a selected stated and recording jurisdiction A few fields are specific to certain states or even one or more counties Any fields that are not required by the recording jurisdiction will not be highlighted but they will remain on the screen A single red asterisk shows the minimum amount of information ReleaseLINK needs in order for you to be able to save a loan in the system such as if you need to save and return later to finish Double red asterisks indicated when a required field has been missed The Order Entry screen has the controls to return to the queue save your work submit orders upload images and assign priority while other tabs do not When you select any of the tabs across the top warning messages will appear if field required to save are not filled out Each field includes a tool tip a clickable icon to the left of the field name that opens a text box explaining why the field is there and when you should use it Th
38. eCurrent Bene HL AAMES CAPITAL CORPORATION USE FOR NC GA ID WA OR AND UT ONLY AZ AAPCO OF FAYETTEVILLE INC USE FOR NC GA ID WA OR AND UT ONLY HP AEGIS LENDING CORPORATION EL AFFORDABLE HOME EQUITY USE FOR NC GA ID WA OR AND UT ONLY GU ALPHA MORTGAGE USA INC USE FOR NC GA ID WA OR AND UT ONLY BJ ALTERNATIVE FINANCING CORP USE FOR NC GA ID WA OR AND UT ONLY F AMC FUNDING CORPORATION USE FOR NC GA ID WA OR AND UT ONLY DP AMCASH MORTGAGE INC USE FOR NC GA ID WA OR AND UT ONLY BC AMERICA S WHOLESALE LENDER USE FOR NC GA ID WA OR AND UT ONLY GB AMERICAN FIDELITY INC USE FOR NC GA ID WA OR AND UT ONLY EM AMERICAN GENERAL FINANCE GV AMERICAN GENERAL FINANCE USE FOR NC GA ID WA OR AND UT ONLY ral EN AMERICAN LENDING GROUP USE FOR NC GA ID WA OR AND UT ONLY m 4 k This will open a window for you to enter the signoff verbiage and send it to NTC ws Order Mailing M Entry Address A Re Recording 7 Legal Agent Assignment Original Download Information Description Information Chain CEMA iy Information Lender of Record FEDERAL NATIONAL MORTGAGE ASSOCIATION Signoff Wording FEDERAL NATIONAL MORTGAGE ASSOCIATION BY YOUR BANK ITS ATTORNEY IN FACT Use for this loan only Use for this loan and any others with the same lender of record Submit Lender You can also select whether that signoff is applicable to this particular order or for
39. easeLINK Manual 2 3 E Order Mailing A Re Recording 7 Legal Agent Assignment Original Download J Entry Address Information Description Information Chaini CEMA D Information Release Exception Queue Order NTC Research save vone C3 Back to Queue FAQ act Feedback Exception Description Recording Date Document Type Being Created Default Release Reconveyance v Loan Number State 3 County 524444 7 FLORIDA rz ChooseOne Loan Amount 4 Payoff date mm dd yyyy Entry In Progress 180000 00 10 21 2005 Property Address P 35S8E26TH AVE Property Address line 2 City BOYNTON BEACH Certificate of Title Number Registered Land Land Court Torrens 4 Note Date mm dd yyyy Recording Date mm dd yyyy 05 31 2005 Book Instrument Dacument Borrowers First Name Borrowers Last Name EX ALBERT Uploading an Image to Clear an Exception For certain exception types you now have the option of uploading an image that will handle the missing data and allow the loan to be processed by NTC Browse for the file on your computer and select Upload Image Acceptable file types are either PDF or TIFF files When it has successfully uploaded details will display on the screen You can add additional images and delete as needed Then select the appropriate action if an image has been uploaded select the Image Uploaded NTC t
40. eo Back to Main Menu 9 Download Template 02011 Nationwide Title Clearing Inc All rights reserved Chapter 1BIntroduction What is Release LINK NO ReleaseLINK Manual 2 3 If the Import process is successful you will get a confirmation that a certain number of records have been successfully imported into ReleaseLINK Acceptable file type xls xlsx 1 records have been imported o Back to Main Menu The system will import the files in the order they are listed on the spreadsheet If there was an improperly formatted field or an empty mandatory field an error will display on your screen indicating the problem and which loan The system will import all other loans that were in an acceptable format The system will not import duplicate loans based on loan number match If you attempt to upload a loan that is already in the system it will display an error and skip that loan 2 records hawe been imported 2 Loan 12345581 Invalid County l x l O Back to Main Menu 0 records have been imported 1 Loan 789456123 This loan already exist Can not add 2 Loan 456123 This loan already exist Can not add 3 Loan 12345678 This loan already exist Can not add i O Back to Main Menu Unlock Loan When a loan is mid entry in the ReleaseLINK system it is automatically locked from being edited inadvertently by another user It can happen that a l
41. ese field definitions can also be found by clicking the Help Files button at the top of the page Special Requirements at a Glance If the file you are entering is for a jurisdiction that has unusual or special requirements a hyperlink will appear at the top of the entry screen that the user can click on to open a window to view additional details i Order e Mailing Re Recording Legal Agent Assignment Original Download Entry Address Information Description Information Ee Chaini CEMA Information Full Order Entry Submit fully entered release orders for NTC to print and record UCET om Trete 7 Order NTC Research E SAVE e DONE Qo Back to pueus FAQ cer Feedback Document Type Being Created Default Release Reconveyance More State County Requirement Information Loan Number State s County 101020533 rrr rmm d rrr E 7r w Order Mailing Re Recording Legal Agent Assignment Original Download Entry Address Information Description Information Chaini EMA Information Full Order Entry Submit fully entered release orders for NTC to print and record Order NTC Research li SAVE DONE Back to Queue FAQ Feedback Document Type Being Created Default Release Reconveyance More State County Requirement Infory n Loan Numbi 101020583 Loan Amat uM STATE Requuires the exact vesting from the orig mortgage including marital status 666000 00 CNTY DO
42. eview Chain _ Chapter 2BLien Release Entry CO CO 02011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 Add your data in chronological order and assign each document a sequence number You must enter these in the precise order as in 1 2 3 etc This number is very important because if there is a numerical gap it may cause a county reject due to it appearing that there is a missing document If you make a numbering mistake you will have to manually renumber all the documents to display the appropriate chain so be cautious to enter them correctly E Order 2 Mailing Re Recoarding Legal is Agent te Assignment Original Download Entry Address Information Description SP information S9 Chaini CEMA i Information ACM Chain Clause Entry Sequence Doc Type 10 Re Record From party ABC MORTGAGE To party Y Z MORTGAGE Assignment Consolidation Mortgage Modification Satisfaction Extension Agreeme Text Amount 20000 Dated Rec Date Book Page CS Instr SAVE m Back to Loan As you enter each document in the chain click Save and this will return you to the Assignment Chain tab SeqHo DocType 2 2nd Mortgage ABC MORTGAGE CO XYZ FUNDING Edit Delete Assignment chain as previously input by NTC No Data Entered Chapter 2BLien Release Entry Ad tad Preview
43. fields required to 4VE this order in the Property Address system 522 BROOK STREET Property Address line 2 T Appears as warning of a BYPASSED required field Fields required ta COMPLETE this order Feedback If you have special instructions or details to send NTC along with that order you can click the Feedback button to open an email message that will be sent to your Account Manager at NTC dg a order a Mailing Re Recording Legal Agent Assignment Original Download Entry Address Information Description Information Chain CEMA Information Full Order Entry Submit fully entered release orders for NTC to print and record m The message will automatically be sent to the appropriate Account Manager and include the loan number for reference without you having to type it Just enter your message and hit send Example of feedback message 02011 Nationwide Title Clearing Inc All rights reserved Chapter 2BLien Release Entry NO D ReleaseLINK Manual 2 3 fm Order v Mailing l Re Recording Legal Agent s Assignment Original Download Entry Address Information Description Information Chain CEMA Information Full Order Entry Submit fully entered release orders for NTC to print and record x Order NTC Research SAVE DONE oO Back to Queue
44. hapter 2BLien Release Entry CO O 2011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 A new screen will appear with your options The options will vary depending on whether the user has Unrestricted Data Entry Access or Restricted Data Entry Access Users with Unrestricted Data Entry access will see these options Choose Achan i OK to Print and Record Order Research from NTC Save my work Ill be back to finish Exit without saving Back to Loan o Back to Queue These options are defined as follows OK to Print and Record is the option to fully submit your work to NTC to print the release and submit for recording to the county Note This option will be grayed out and unavailable if there are empty required fields and NTC Research Authorized is not selected Order Research from NTC is an option that will be available only if the Order NTC Research button had been selected and changed to NIC Research Authorized on the Order Entry screen Save my work I ll be back to finish will save your latest changes and leave the loan in the same queue Exit without saving will discard your changes WARNING Selecting Back to Queue at this point will discard all your entries and not save 02011 Nationwide Title Clearing Inc All rights reserved Chapter 2BLien Release Entry CO N ReleaseLINK Manual 2 3 Users with Restricted Data Entry a
45. hat you can supply to NTC First Option Send NTC the File or Image to Complete the Order You may opt to enter only the minimal fields required to place an order and have NTC complete the data entry process In this case you must concurrently provide NTC with a file or image to complete the data entry You can upload an image within ReleaseLINK see the Full Order Entry section for details or follow the existing procedures for your account for mailing files to NTC Chapter 2BLien Release Entry CO 02011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 Second Option Order with Authorization for NTC to Research Enter all the information you have available but if you are missing mandatory fields you can instruct NTC to research the county records to locate missing information Click the Order NTC Research button shown here im Order Mailing Re Recording Legal a Ph Agent Assignment Original Download Entry Address Information Description Information r5 Chaini TEMA f Information Partial Order Entry Submit release orders for NTC to finish data entry and processing Order NTC Research 5 SAVE DONE Back to Queue T FAQ mum o a y M x NEAR RR i Feedback This button should be selected if you are placing Research s Dacumierders for known exceptions or have discovered during Fullyance entry that same required inf
46. heck on information entered by users with Restricted Data Entry Access This feature allows you perform a separate QC step on all work performed by those specific users prior to submitting final work to NTC Users with Quality Control access will be able to review the data entered and authorize ordering research for exceptions on all work submitted by users with Restricted Data Entry access e QC of Partial Order Entry Orders that have been entered through Partial Order Entry by Restricted Data Entry users go to this queue for approval Orders in this queue need authorization to send to NTC for printing and recording and possibly research depending on the loan 2011 Nationwide Title Clearing Inc All rights reserved Chapter 1BIntroduction What is Release LINK ReleaseLINK Manual 2 3 e QC of Full Order Entry Orders that have been fully entered by Restricted Data Entry users go to this queue for OK to print and record or for OK to order research from NTC to complete all required fields Orders in this queue and need authorization to send to NTC for printing and recording and possibly research depending on the loan e QC of Exception Processing Authorize now completed exception files submitted by Restricted Data Entry users to be sent to record at NTC or authorize research by NTC for exception files that could not be completed internally Users with Restricted Data Entry access have completed these files either by having all m
47. here Remember to click SAVE before you go to the next screen Note The first section of this page is read only and displays information previously entered by NTC if any This area does not apply in order entry Chapter 2BLien Release Entry CO 2011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 m Order Mailing A Re Recording 5 5 Legal Agent Assignment Original Download Entry Address Information Description Information Chaini CEMA M Information Re recording information entered by NTC read only Re Recording Information 1 Re Recording Information 2 E Re Recording Information 3 na Re Recording Information 4 na lf the mortgage has been re recorded enter each instance below Date of first re recording T Book Page Instr L D ee Date of second re recording Book Page Instr ooo 1 LJ Date of third re recording I Book Page Instr L LE 1 LJ Date of fourth re recording E Book Page Instr i LJ Corrective Document Information oo save Legal Description Tab This is a required field in some jurisdictions An alert will appear on the order entry screen if this field is required A full legal description can be entered here or if prefer you can upload an image instead The browse options will be grayed out until you check the See Attachment A
48. icted Data Entry Access 02011 Nationwide Title Clearing Inc All rights reserved Chapter 2BLien Release Entry CO ReleaseLINK Manual 2 3 Users with Unrestricted Data Entry access will see these options r Choose Action Order Research from NTC Place order with NTC C Save my work I ll be back to finish C Exit without saving submit O Back to Loan O Back to Queue These options are defined as follows Order Research from NTC is an option that will be available only if the Order NTC Research button had been selected and changed to NTC Research Authorized on the Order Entry screen Place the order with NTC will officially submit the order to NTC to process the release as per your contract Save my work I ll be back to finish will save your work in progress without moving it out of your queue Use this if you are waiting for more information that you will input at a later date Exit without saving will discard all changes made since the last save WARNING Selecting Back to Queue at this point will discard all your entries and not save Users with Restricted Data Entry access will see these options r Choose Action C Save my work TU be back to finish C Exit without saving submit Back to Loan Back to Queue rediens ARR in cue 2011 Nationwide Title Clearing Inc All rights reserved Chapter 2BLien Release Entry NO O ReleaseLINK
49. iginal Download EE Entry Address Information Description Information Chaini CEMA Information Release Exception Queue _y Order NIC Research save 2 pone Back to Queue FAQ s Feedback Exception Description Assignment And PIN Chapter 3BException Queue C1 02011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 Submitting Work to NTC from Exception Queue There are different methods of submitting your work to NTC based on the unique exception It will either be submitted from the Exception Specific screen or the Order Entry screen Submitting Word from Exception Specific Screens Users with Restricted Access will have limited options to clear exceptions and return to NTC They will not be permitted to submit to NTC without a QC check They will see options such as this instead Data Discrepancy Loan No 00809883530 Feedback According to Download Loan number 0080988330 Note Date 03 SEP 03 Loan Amount 218000 Property Street Address 3601 E 54TH ST Property City MAYWOOD Deadwood Property State CA Property Zip 90270 Higher access level required for Data Discrepancy exceptions Choose Options C Submit to QC queue Save my work I ll be back to finish C Exit without saving e DONE o Back to Queue Users with Unrestricted Access are permitted to select the appropriate opt
50. inal Download Entry Address Information Description Information Chain CEMA Information Lender of Record FEDERAL NATIONAL MORIGAGE ASSOCIATION Signotf Wording FEDERAL NATIONAL MORTGAGE ASSOCIATION BY YOUR BANK ITS ATTORNEY IN FACT C Use for this loan only Use for this loan and any others with the same lender of record 2011 Nationwide Title Clearing Inc All rights reserved Chapter 3BException Queue D C1 ReleaseLINK Manual 2 3 You can also select whether that signoff is applicable to this particular order or for others with the same lender of record Type the regular company name into the Lender of Record field as the shortcut name for that signoff Enter the full legal signoff wording into the Signoff Wording field Lender of Record Example FEDERAL NATIONAL MORTGAGE ASSOCIATION Signoff Wording Example FEDERAL NATIONAL MORTGAGE ASSOCIATION BY YOUR BANK ITS ATTORNEY IN FACT This message will be sent to the NTC Signoff Manager to setup the new lender for your account This process will take approximately 24 hours You may be contacted to resolve any questions You will need to Save your order and return to it at a later time to finish the order once the signoff has been setup If the signoff does not appear on the list within 24 hours please contact your account manager Windows Internet Explorer x AN The MTC Signoff List Manager has been notified IF the new signoff is mot
51. ion Queue e ecce 52 Submitting Word from Exception Specific Screens eeesssssssssssssesseeseeseen nennen nennen nnns 52 Submitting Your Work from Order Entry SCree nS cccccccccssseeeeeeceeeceeeeeeeeeceeeseeseeceeeeaeaeeeeeeesaaeeeeeeeas 53 QUALITY CONTROL nan EE e 55 Quality Control of Order Entry sisccecsscscciceceucewusvcencuntunovencacansvnoecanssaansaseensssavweuswsarvaerseareueieannees 55 OC of Parial Order ENUY Aen ee ee en ee aE E e ee ene ere ee eee 56 OG of 0 S 0 aa ENUY same mee o EEEn a ne ee ee 57 QC of Exception Handling iscsi cence cco icc cic cc see ds nn duces ENNIUS c yuERYACHS UIN SRSNEFFIDI UNE MNNK SENS 58 QC Submitting Your Work 11 ee eee eiieeeeeenne eese eene nnn na un nna asa usan saa assa n nennen anra 60 Sel 9 61 PLEASE CONTACT NTC FOR MORE INFORMATION 64 02011 Nationwide Title Clearing Inc All rights reserved Chapter OBTABLE OF CONTENTS ReleaseLINK Manual 2 3 Introduction What is Release LINK ReleaseLINK is a component of ntcLINK Nationwide Title Clearing s suite of online services and is designed to simplify and enhance NTC s lien release processing and management service for our clients You will access ReleaseLINK through ntcLINK via the Secure Client Access portal on the NTC website You can find this at www nwtc
52. ion to clear the exception and immediately submit it to NTC without a QC check by clicking DONE 02011 Nationwide Title Clearing Inc All rights reserved Chapter 3BException Queue C1 NO ReleaseLINK Manual 2 3 Data Discrepancy Loan No 0019700376 Feedback According to Download According to Image Loan number 0019700376 Note Date 23 JUN 99 Loan Amount 60000 Property Street Address 19616 NE 163RD AVE Property City BATTLE GROUND Property State WA ME Property Zip 98604 Use the data from the image and change the electronically downloaded data to match image data Use the data from the electronic download delete the provided image and send the order to NTC Research Use the data from the electronic download and replace the originally provided image with the attached image Revise the electronically downloaded data and process order C Revise the electronically downloaded data as follows and send the order to NTC Research Cancel order with NTC o Back to Queue Submitting Your Work from Order Entry Screens For exceptions cleared using the Order Entry screens once you have finished reviewing the exception and providing the missing information or ordering NTC research click DONE lf you only reviewed the exception and did not enter or select any option you may return to the queue by selecting Back to Queue IMPORTANT NOTE Any information or options you entered WILL NOT be saved if you selec
53. iption Information Chain CEMA Information In the event that the alert Assignment Chain CEMA Required appears and the loan was never assigned to another entity and therefore it is accurately in the name of the original beneficiary you can ignore this requirement it will not prevent you from continuing Mailing Address Tab This is a required field in certain states such as California Kentucky and Georgia If this field is required for the state an alert will appear at the top of the screen Remember to click SAVE before you go to the next screen Chapter 2BLien Release Entry If left blank the borrower name and property address will be used as the mailing address by default NO CO 2011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 m Order X Mailing a Re Recording 7 Legal Agent Assignment Original Download Entry Address Information Description Information Chain CEMA AS Information Mailing Address Please enter a seperate mailing address to forward the recorded release or any required notices lf left blank the borrower name amp property address will be used as the default mailing address for the recorded release or notices as indicated by account setup Li Name used for mailing address OHN Q BORROWER Zip 10001 Re Recording Information Tab If the mortgage has been recorded more than once you would enter the additional recording information
54. issing information entered or NTC research has been selected Files in this queue are awaiting authorization to officially submit to NTC to perform the research or submit as OK to print and record the release The Quality Control feature is unnecessary if all users have Unrestricted Data Entry access NOTE Users with Restricted Data Entry permission level will not have the authority to order research from NTC or officially submit any orders through ReleaseLINK User Access Levels All ReleaseLINK log ins passwords and access rights for individual users are created and managed by a designated administrator at your shop or with the help or your NTC Account Manager This enables your key managers to administer all processes and restrict employee access or outside service companies that only need limited access The User Management functions in ntcLINK provide flexible management of these very important information security and data integrity safeguards When a user is created or managed by the User Manager at your shop they can assign specific rights to perform different functions within ReleaseLINK This allows you to grant access to individuals based on the authority you want to give them These are the user rights that are assigned to each individual user of the system 1 Restricted Data Entry Required to submit entered orders to QC Queue Unrestricted Data Entry Unrestricted access to enter amp submit orders to NTC Quality Control On
55. k the Helpful Information for Using this Feature Button to expand the view for additional instructions and help Clicking the button a second time will return it to the normal view ReleaseLink Choose an Upload type Import to Partial Order Entry Queue C Import to Full Order Entry Queue 1 First read the helpful information if this is your first time using this feature 2 Download and save the template onto your computer 3 Open template add all required loan details and save file 4 Browse and import file into ReleaseLINK Click the button again to hide information Helpful Information for Users o If you have loans that have leading zeros for example 00023156 then your template will need to be formatted so that these are not dropped off To do this a Right Click on the Column A header as shown b Left click on Format Cells C Select text and then click Okay pe taser d ome em Page za T Oates bem on EYE we e a ee 2 Ove pau J Ton aiu az D S A E a Fe cid Merge A Cert aw X45 5 JILESES a n AR a sE L AtA fiw A WAS E F ADOR PROPERTY ADOR2 PROPERTY Sune 3 Castle Rock ici A Iama Podo s4nD0 z 5 ET PL EN E CAES RE in od tin i ead o Make sure all dates are entered in the MM DD YYYY format 2011 Nationwide Title Clearing Inc All rights reserved Chapter 1BIntroduction What is Release LINK ReleaseLINK Manual 2 3 The columns of
56. ly Review amp submit orders to NTC from QC Queue Deo o IN Full Access Data Entry amp Quality Control Unrestricted access to enter QC amp submit orders to NTC 02011 Nationwide Title Clearing Inc All rights reserved Chapter 1BIntroduction What is Release LINK ReleaseLINK Manual 2 3 IMPORTANT NOTE The Quality Control feature is optional Granting all users Unrestricted Data Entry Access will completely avoid the need for the Quality Control Feature If you need assistance granting user permissions please contact your Account Manager Menu Screens As described above depending on the access granted to each user the main entry screens appear different according to the type of user The following samples explain each type in more detail In addition to different menu screens a clear difference in all User Access levels appears on the final screens when orders are being saved and submitted to NTC Each user level will see different options depending on the level of access granted Throughout this manual samples of these differences will be shown Type 1 Restricted Data Entry User is required to submit entered orders to QC Queue This user can perform data entry features but cannot officially submit final work to NTC All menu options to submit orders to NTC are replaced with options to submit to QC queue instead A separate user with QC permission must review their work before it is officially submitted to NTC
57. mage Only PDF amp Tif allowed 2 SAVE Click the DONE button when finished Please refer to the Submitting Your Work section in this manual on how to proceed after you select DONE QC Submitting Your Work After you have reviewed the loan from any of the three quality control options explained earlier and have clicked DONE you will be presented with these submit options for that loan 02011 Nationwide Title Clearing Inc All rights reserved Chapter 4BQuality Control OD ReleaseLINK Manual 2 3 Choose Action Order Research from HTC C Save my work Ill be back to finish C Exit without saving Qc Fail Fail Reason C Submit O Back to Loan o Back to Queue These options are defined as follows OK to Print and Record is the option to fully submit your work to NTC to print the release and submit for recording to the county Note This option will be grayed out and unavailable if the request is to Order research from NTC Order Research from NTC is an option that will be available only if the Order with NTC Research to Clear Exception box had been checked earlier Save my work Ill be back to finish will save your changes and keep the loan in the QC queue Exit without saving will discard your changes QC Fail is the selection that will allow you to fail the quality control check if something was missed or incorre
58. nfo Edit Delete This will bring you to a screen similar to the Order Entry Tab Here you can review the data entered and verify the exception has been handled You can clearly see the exception listed at the top As you will see the screen remains the same as in order entry you are simply reviewing what was previously entered In this example you can see that the exception was that the order was missing a Legal Description i J Order Mailing Re Recording Legal Agent Assignment Original Download id Entry Address Information Description Information Chain CEMA Information Oc of Exception Processing Order NTC Research save e DONE Back to Queue FAQ m Feedback Exception Description Legal Description Document Type Being Created Default Release Reconveyance More State County Requirement Information Loan Number State 4 County iP pore 0 7 02011 Nationwide Title Clearing Inc All rights reserved Chapter 4BQuality Control C1 CO ReleaseLINK Manual 2 3 Go to the Legal Description tab to see what was previously entered m Order Mailing Re Recording Legal 4 Agent Es Assignment Original Download Entry Address Information Description Information Chain CEMA Information Legal Description LEGAL DESCRIPTION ON FILE DOCUMENT ID 0073871317 See Attached Exhibit A Uploaded Images Ho image was found Upload
59. o complete entry option Sending a Physical File to NTC to Clear an Exception If you have a physical file hard copy that you wish to send to NTC to clear an exception check the Physical file being shipped to NTC option and mail the documents to NTC NTC will 2011 Nationwide Title Clearing Inc All rights reserved Chapter 3BException Queue C1 ReleaseLINK Manual 2 3 anticipate the arrival of the needed document s and complete the loan processing as soon as received Example of multiple options to clear an exception Loan Amount 384750 00 Property Street Address 32738 WOODHILL LANE Property City COARSEGOLD Property State CA Property Zip 93614 Payoff Date OOc Date LA Enter Loan Information Browse Uploaded Images Upload Image Image Testlser2 11 3 2009 4 37 52 PM Delete Choose an action C To NTC to Research Image Uploaded NTC to complete entry C Physical file being shipped to NTC C Cancel order with NTC C Exit without Saving C Entry now complete OK to print and record bove EL Iu s Order NTC Research to Clear the Exception You also have the convenient option to Order NTC Research to clear the exception if you cannot readily obtain the required information This button is located at the top of the form just above the exception description as shown below im a order q Mailing Re Recording 7 Legal Agent e Assignment Or
60. oan freezes in this locked state You now have the ability to unlock a loan in this state in a special queue To unlock a loan select the Unlock Loan icon from the main menu Only users with Unrestricted Access will have this option appear on their screen 2011 Nationwide Title Clearing Inc All rights reserved Chapter 1BIntroduction What is Release LINK C2 ReleaseLINK Manual 2 3 2 Unlock Orders A new window will open displaying all the loans that are currently locked within the system You can search the loan number to find it The icon on the left indicates whether it is locked To unlock the loan click the word Unlock on the right of the loan you wish to unlock Unlock Loan Search LoanNo State County Status StatusDate ij 8424194341 OR Clackamas RTN to NTC by Client w o changes 07 05 2009 Unlock O Back to Main Menu Lien Release Entry W Release Entry Options Ei Partial Order Entry E 9 Full Order Entry y Release Exception Queue 5 About the Entry Queues Partial Order Entry or Full Order Entry When you select either Partial Order Entry or Full Order Entry you will first see the screen below You may elect to either Enter New Order or select Edit to open an order that was previously imported into ReleaseLINK or entered earlier 02011 Nationwide Title Clearing Inc All rights reserved Chapter 2BLien Release Entry N ReleaseLINK Manual 2
61. ormation is missing Fram the Loan Mfile Such requests For NTC Research require QC approval at your end before ReleaseLink will submit them to NTC More State County Requirement Information 4 County eu Loan Amount amp Payoff date mm dd yyyy Status When selected it changes to NTC Research Authorized as shown here fm Order 2 Mailing Re Recording Legal Agent w Assignment Original Download Entry Address Information Description Information E Chain CEMA Information Partial Order Entry Submit release orders for NTC to finish data entry and processing en IA cuc fis UE Dacus V FS T G save Ev DONE o Back to Queue FAQ Feedback To deselect research click the button again and it will return to the original setting This is a very convenient option for files where you are already aware that you are missing the mortgage deed of trust assignment or other key information You can easily enter the limited information you have and instruct NTC to research and complete the release process immediately With this option a file or image is not required but you are encouraged to send what you have Partial Order Entry Submitting Your Final Work When you have finished with entry of at least the minimum required fields click the DONE button A new screen will appear with your options The options will vary depending on whether the user has Unrestricted Data Entry Access or Restr
62. others with the same lender of record Type the regular company name into the Lender of Record field as the shortcut name for that signoff Enter the full legal signoff wording into the Signoff Wording field Lender of Record Example FEDERAL NATIONAL MORTGAGE ASSOCIATION Signoff Wording Example FEDERAL NATIONAL MORTGAGE ASSOCIATION BY YOUR BANK ITS ATTORNEY IN FACT 02011 Nationwide Title Clearing Inc All rights reserved Chapter 2BLien Release Entry NO O ReleaseLINK Manual 2 3 This message will be sent to the NTC Signoff Manager to setup the new lender for your account This process will take approximately 24 hours You may be contacted to resolve any questions You will need to Save your order and return to it at a later time to finish the order once the signoff has been setup If the signoff does not appear on the list within 24 hours please contact your account manager Windows Internet Explorer x A The NTE Signoff List Manager has been notified IF the new signoff is mot an the signoff list within 24 hours please contact your Account Manager Assign Order Priority You can assign a priority when submitting a loan to NTC under either the Partial Order Entry or Full Order Entry features You can assign either Standard or Rush processing Rush orders will be completed within 24 48 hours There is an additional 7 50 charge per order for rush requests unless otherwise specified in your contract Rush
63. r by typing the loan number in the box and clicking the Search button You can also filter the list by status you have to choices Order Entered or Order Failed Order Entered means it has been partly entered awaiting completion Order Failed means it has been returned by the QC person to have inputting errors fixed After searching for a specific loan this field can be reset by deleting the loan number in the field and clicking search again the full loan queue will reappear Or if you wish to search for another loan just enter the new loan number and click search again e Export to Excel You can export the list of loans in this queue by clicking the Export to Excel button It will open up an excel spreadsheet with the list of loans in that particular queue e Loan Count The total number of loans in the queue is clearly listed under the Export to Excel button on the upper right side of the screen Entering New Orders After selecting Enter New Order or to Edit an order previously started you will be brought to the order placement screens The required fields for that type of order will be highlighted in orange Only minimal fields are needed for Partial Order Entry and additional fields are needed for Full Order Entry These screens look the same only the highlighted required fields will change 02011 Nationwide Title Clearing Inc All rights reserved Chapter 2BLien Release Entry EET O ReleaseLINK Manual 2 3 je
64. rder QC Fail 4 Property Address Property Address line 2 City Zip Chapter 4BQuality Control O C2 02011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 Please contact NTC for more information This ReleaseLINK User Manual is provided by oy U p Title Clearing 800 346 9152 ext 225 2100 ALT 19 North Palm Harbor FL 34683 Questions or Comments Please email us nwtc info nwtc com Visit our website www nwtc com 2011 Nationwide Title Clearing Inc All rights reserved Chapter 5BPlease contact NTC for more information O IN
65. red by users with Restricted Data Entry permission and officially submit work to NTC This user has access to the Quality Control queue only and cannot enter additional or new orders eo cciossc ll NK Baud amp This is a sample of the menu for this user e OC Only Logout type Contract Selection accu Help Files Click Here for releaseLINK Manual Test account billing name A TEST O Quality Control Options h Ez QC of Partial Entry QC of Full Order Entry j l QC of Exception Processing 3 o Import Orders 02011 Nationwide Title Clearing Inc All rights reserved Chapter 1BIntroduction What is Release LINK ReleaseLINK Manual 2 3 Type 4 Full Access Data Entry amp Quality Control User has unrestricted access to enter QC and submit orders to NTC This user has full access to perform unrestricted data entry and submit orders directly to NTC without a QC check This user can also access the QC queue to view orders entered by users with Restricted Data Entry permission and officially submit work to NTC ceasclINK Baw LU amp u HOME SERVICES ABOUT CONTACT CLIENT LOGIN Thisis a sample of the menu for this Q user type fe Fullaccess Data Entry amp OC Logout Click Here for releaseL INK Manual ion ob Quality Control Options Ei Partial Order Entry EZ QC of Partial Entry r Test account billing name A
66. rn to NTC You can also return the file to NTC with a note explaining why This is useful if you already sent a document or file in the mail to clear and exception and no further action on your part is needed or other such circumstances y Release Exception Queue Back to Main Menu Search eS ee eg ea az Exception Category All T Export to Excel Exceotion Type Recording Info And Le e Search Tool You can search by loan number by typing the loan number in the box and clicking the Search button You can also filter the list by status you have to choices Order Entered or Order 2011 Nationwide Title Clearing Inc All rights reserved Total Loans 9 Chapter 3BException Queue N ReleaseLINK Manual 2 3 Failed Order Entered means it has been partly entered awaiting completion Order Failed means it has been returned by the QC person to have inputting errors fixed After searching for a specific loan or applying a filter the queue can be reset by clicking the Clear Filter button Or if you wish to search for another loan just enter the new loan number and click search again Export to Excel You can export the list of loans in this queue by clicking the Export to Excel button It will open up an excel spreadsheet with the list of loans in that particular queue Loan Count The total number of loans in the queue is clearly listed under the Export to Excel button on the upper right side of the
67. s all required fields according to state and country requirements The ReleaseLINK system will reject and warn you of loan numbers that are already in the system under that account to avoid duplicates NTC will take care of all remaining lien release steps including printing signing recording and tracking Although NTC provides warranty for its forms and services provided NTC cannot assume liability for incorrect information provided by clients via ReleaseLINK using this option e Release Exception Queue The Exception Queue is where you can access loans that have been found to be exceptions missing needed data either through NTC s release processing or your own review Any exception shows up right away on ReleaseLINK as the missing information fields are clearly visible To resolve exceptions you simply provide the missing information on the screens provide or request NTC to obtain it for you Orders will automatically appear in your Release Exception Queue each time NTC identifies a loan with a particular exception type and more data is needed in order to prepare the release The outstanding exceptions are listed clearly on the front page of the Exception Queue with loan numbers and exception types There are unique page views and submission options back to NTC according to each unique type of exception and what is missing Quality Control Options Overview The Quality Control feature is an optional feature to perform a quality control c
68. se that complies with the county and state requirements of its particular jurisdiction Part 2 Exception Handling ReleaseLINK includes an Exception Handling Queue where you can access loans that have been found to be exceptions missing needed data either through NTC s release processing or your own review Any exception shows up right away on ReleaseLINK as the missing information fields are clearly visible To resolve exceptions you simply provide the missing information on the screens provide or request NTC to obtain it for you through ReleaseLINK Part 3 Quality Control This is an optional feature that allows a trusted individual at your shop with full access to QC the work of users with Restricted Data Entry Access This is feature is unnecessary if all your users have Unrestricted Data Entry Access rights 02011 Nationwide Title Clearing Inc All rights reserved Chapter 1BIntroduction What is Release LINK ReleaseLINK Manual 2 3 Overview Main Menu Release Entry Options amp Quality Control Options eo cciesscMINK E E EQ Ej amp HOME SERVICES ABOUT CONTACT CLIENT LOGIN geFullaccess Data Entry amp OC Logout pe er m pm Click Here for releasel INK Manual Test account billing name A TEST pt SL dl c e Release Entry eee Quality Control Options g Partial Order Entry EZ QC of Partial Entry E y Full Order Entry 9 OC of Full Order Entry l OC of Exception Processing
69. t Back to Queue without clicking DONE fm Order v Mailing T Re Recording Legal Agent fe Assignment Original Download Entry Address Information Description Information Chaint CEMA E Information Release Exception Queue Maki Order NTC Research l SAVE tO DOME e Back to Queue FAQ Feedback Exception Description Assignment And PIN Chapter 3BException Queue C1 CO 02011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 After you click DONE anew screen will appear with your options The options will vary depending on whether the user has Unrestricted Data Entry Access or Restricted Data Entry Access Users with Unrestricted Data Entry access will see these options Choose Action OK to Print and Record Order Research from NTC C Save my work ll be back to finish C Exit without saving Qi submit UR FUE Back to baan Bact to Queue These options are defined as follows OK to Print and Record is the option to fully submit your work to NTC to print the release and submit for recording to the county Order Research from NTC is an option that will be available only if the Order with NTC Research to Clear Exception box has been checked earlier Save my work FII be back to finish allows you to save changes and keep the loan in your queue
70. the Excel spreadsheet must be formatted in a particular order for it to import correctly There are also minimum field requirements Click the hyperlink that says 2 Download and save the template onto your computer This will open an Excel spreadsheet template Save this to your computer for future use For successful imports you must ensure that all fields are populated and in the same order as the template provided ixi ReleaseLINK_UploadTemplate xls Read Only Compatibility Mode C D E E G H J 1 LOAN_NO STATE 2 COUNTY PROPERTY ADDR1 PROPERTY ADDR2 PROPERTY CITY PROPERTY CITY PROPERTY ZIP BORROWERS FULLNAMES BORROWER FIRST 2 12345556 CO Adams 1234 Test Suite 3 Castle Rock 45687 Moor Kick Moor Then back in ReleaseLINK after you select the appropriate file type Browse for the file you want and then click the Import button Orders submitted this way will automatically appear in ReleaseLINK in the appropriate entry queue you selected ReleazeLiNK Choose an Upload type Import to Partial Order Entry Queue C Import to Full Order Entry Queue Helpful 4 First read the helpful information if this is your first time using this feature Information 2 Download and save the template onto your computer for using ls Open template add all required loan details and save file this feature i Browse and mpari Tie into ReleaseLIHNK ADocuments and Settim Browse Import Orders Acceptable file type xls xIzx
71. ueue Upload Image After you select Use the following signoff block option you will be presented with a new screen to select the existing signoff language originally setup for your account You can click the field to see a list of available options Chapter 3BException Queue D I 02011 Nationwide Title Clearing Inc All rights reserved ReleaseLINK Manual 2 3 Lender of record is not listed but should be HL AAMES CAPITAL CORPORATION USE FOR NC GA ID WA OR AND UT ONLY AAPCO OF FAYETTEVILLE INC USE FOR NC GA ID WA OR AND UT ONLY AEGIS LENDING CORPORATION AFFORDABLE HOME EQUITY USE FOR NC GA ID WA OR AND UT ONLY ALPHA MORTGAGE USA INC USE FOR NC GA ID WA OR AND UT ONLY ALTERNATIVE FINANCING CORP USE FOR NC GA ID WA OR AND UT ONLY AMC FUNDING CORPORATION USE FOR NC GA ID WA OR AND UT ONLY AMCASH MORTGAGE INC USE FOR NC GA ID WA OR AND UT ONLY AMERICA S WHOLESALE LENDER USE FOR NC GA ID WA OR AND UT ONLY AMERICAN FIDELITY INC USE FOR NC GA ID WA OR AND UT ONLY AMERICAN GENERAL FINANCE As in Full Order Entry if the appropriate signoff is not on the dropdown you can request it to be added by checking the Lender of record is not listed but should be box only available on Full Order Entry This will open a window for you to enter the signoff verbiage and send it to NTC Order x Mailing A Re Recording 77 Legal Agent Assignment Orig
72. umns Status The status in the order entry list will be one of the following two Entry in Progress This is an order you or another user started and have not yet submitted to NTC By clicking Edit you can resume your work Order QC Fail This is a Quality Control status indicating an order that was entered into ReleaseLINK by a user with Restricted Data Entry failed the quality control check Only one of your users with Full Access or QC permission can assign this status this is not an NTC status or review When Edit is clicked the order entry screen will open and the reason for failure will appear near the top Status Date You can easily see the date of the last status to track progress within the ReleaseLINK system Input By This shows the username of the individual that input the order into ReleaseLINK It 02011 Nationwide Title Clearing Inc All rights reserved Chapter 2BLien Release Entry k C1 ReleaseLINK Manual 2 3 easily distinguishes between your staff and NTC entered loans OOC Date You can easily see the date the file will go Out of Compliance OOC to state and county laws Clicking this field name will sort the list by compliance date so that you can easily work according to priority Delete You can delete a loan from any queue by selecting the delete button A warning message will appear confirming you want to delete the loan before it is deleted Search Tool You can search by loan numbe
73. w Back to Queue Signature Client Or 3rd Party Loan Nord959966 Chapter 3BException Queue Choose Options Cancel Order C NTC to Process Order N Go SAVE O Back to Queue ReleaseLINK Manual 2 3 e Missing Assignment Exceptions If the lender of record doesn t match the assignment chain or signoffs provided to NTC it will appear as a Missing Assignment Exception If there is a break in the assignment chain this can be resolved by supplying the assignment to NTC having NTC research it request a missing intervening assignment service or have NTC prepare a new assignment You can also upload an image of the missing assignment directly to cure the exception However it may also be that your company does have authority to sign and NTC simply needs the appropriate sign off language for that lender name To resolve this select the Use the following signoff block option Missing Assignment s Loan No 8000000256 C Use the following signoff block C Send to NTC Research to research for recorded assignment C Send to NTC for Missing Intervening Assignment Service C Return to NTC Curative assignment to record concurrently is being sent to NTC Return to NTC Supporting document is being sent to NTC OK to Print with Lost Assignment Affidavit C Return to NTC supporting image attached C Cancel order with NTC Exit without saving Uploaded Images e DONE o Back to Q
74. y Loan Amount v Payoff date mm dd yyyy Status fon 7 w Property Address Property Address line 2 M M Click the DONE button when you have reviewed the information Please refer to the Submitting Your Work section in this manual on how to proceed after you select DONE QC of Exception Handling Selecting this option will bring you to a queue of loans that have previously been marked as exceptions from the NTC data entry process and completed by users with Restricted Data Entry access Files in this queue are awaiting approval to submit to NTC for printing or research If the order failed the QC it moves from this queue back to the Release Exception Queue to be resolved If the order passes QC it will be submitted to NTC and leave the ReleaseLINK queue system altogether To proceed with this Quality Control check click Edit on the loan you wish to review This quality control feature allows you to view the information that has been entered into the system and verify its accuracy and completeness 02011 Nationwide Title Clearing Inc All rights reserved Chapter 4BQuality Control C1 CO ReleaseLINK Manual 2 3 lU Processed Exceptions Awaiting QC 3 O Back to Main Menu Search Loan E Export to Excel Total Loans 2 LoanNo State County StatusDate O0C Date Exception Type a i 0023220593 CA 07 14 2009 06 22 2005 Assignment 5 Edit Delete a 140080848 CA 07 14 2049 06 30 7005 Recording I
75. ypes of exceptions are visible on ReleaseLINK This is helpful if you have auto research enabled on certain types of exceptions l Release Exception Queue 3 o Back to Main Menu 5earch Loan Status Choose One s Search e Export to Excel Total Loans 44 Filter Exception Category Exception Type All All Exceptions Clear Filter LoanNo State County Status Assignment And Legal aen Assignment And PIN i ae 2300152 IL Sanganron Entry In Progress Assignment And Rec ording Info al And PIM Edit Return ta NTC m Assignment And Township mper uL nery n roere Assignment Chain And Original Bene uie Loi cie Assignment Legal And PIN 9138850 Ag Entry In Progress 1 s ene Edit Return to HTC L ii Assignment PIN And Recording Info g 2512220 NC Entry In Progress 1Assignment Recording Info And Legal rustee Edit Return to NTC Borrower Name s And Recording Info j 52566004 MA Entry In Progress 1 Broker Loan Originator Info Edit Return to NTC Current Bene Info g 102044004 Entry In Progress 1 Data Discrepancy Edit Return to NTC Legal And Original Bene g 10543783 Entry In Progress 1L egal And PIN Edit Return to NTC Legal And Trustee uli 12489530 FL Entry In Progress 1 Legal Description Edit Return to NTC Loan Amount ul 7015064 IH Marion Entry In Progress 1 MIN MERS ID Number Edit Return to HTC 8120602 FL Entry In F D enin COMES al And PIN Edit Ret to N

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