CPL USER MANUAL
Contents
1. Transaction Question s Q Transaction Type Property Purchase with or without financing 250 000 00 Amount of Loan 1 125 000 00 Property Type Residential 2 2 0 Purchase Amount Value of Property Is this transaction eligible for the Concurrent Owner s amp Mortgage rate Make any desired edits click on Finish and then close the NRC window The newly edited quote will be saved to your file CPL Rev 7 22 2014 Page 21 NATIONALAGENCY PARTNERINGFORSUCCESS If you wish to view your Rate Quote click on the Rate Quote id located to the left of the document grid File Number Property Address vy TEST 1820 Smith St Jacksonville FL 32254 Document centi A r Insured Name Form Name Status Last Modified EST Recipient Type Action Rate Quote Active 7 22 2014 1 35 33 PM E3 Ed If you wish to remove the Rate Quote from your file click on the VOID icon located to the right of the document grid This will remove the link to the quote in NRC However it will not remove the quote from the NRC itself CPL Rev 7 22 2014 Page 222. 25342 01 Lot 24 Chase Groves Subdivision If you are a TitleWave user and you have entered a file number matching a TitleWave order this data will be populated for you to minimize rekeying Data Fields The data fields presented are based on the form and recipient type s selected The fields that are required will have a shaded background and a bold label Lender Information will be saved to the global database as well as your My Lenders address book as letters are created In order to search for a lender using the MY LENDERS option default selection begin typing in the lender name field and a dropdown of the available lenders in your address book will appear for selection Click on the desired lender and the data entry fields will be populated automatically CPL Rev 7 22 2014 Page 5 NATIONALAGENCY PARTNERINGFORSUCCESS New CPL x Agent Name De La Cruz amp Cutler LLP Street Address 10510 Main St Zip 32205 CLUP 40830 1 81 09 TT ts File Number 144 46868 City Jacksonville State FL M Form Type Standard CPL County Dwal Recipient Type Lender Bank of America N A 9000 si Buyer Borrower Name Southside Bhd Jacksonville20 Lender Name American Bank 658 Williams l Lender Clause Select Lender Clause I Lender Attention Boulevard Jacksonville 125 Lender Address id i l pe Lender Address 2 Bank of Amenca NA 123 Wilson Dr Lender City 7 Atlanta 139 Lender
3. Fidelity National Title Group 7 23 2014 letterTRAX has had a makeover You will find a fresh sleek look that is friendly and intuitive to create letters Now you can edit void and view the history of letters created The new functionality also allows for multiple letters to be created at the same time NATIONALAGENCY PARTNERINGFORSUCCESS Contents OBILCIOL Lilli 2 ACENTE OLEO TON e EN E E 2 DE iii A 3 ISSUING ON BEHALF OF AN APPROVED ATTORNEY ccccsssssssssssssssssssssssesssssesssssessssssssssessessessesssssessessessesses 3 CREATING A DOCUMENT iii 4 PRINFINGADOCONENT ai 8 SEARCHING FOR A DOCUMENT uicsccsscsssssssssssssssssssssssssssssssssssssssssssssssssssssssssssessssssssessssssssssssessesssssessssessesssssesses 8 DICA ln 10 VOD PE ea E A E E 11 DOCUMENT IS TORT alli 11 MANAGE LENDERS ccsssssssssssessessessessessessessessessessessessessessessessessussossessessessessessessessessessessessessessessessessessessessessessessess 12 CPL FREQUENTLY ASKED QUESTIONS ccccssssssssssssssssssssssesssssssssssssessesssssssesssssessssssssssessessesssssssussssesssessensees 15 OBTAINING A RATE QUOTE u csccsccsssssssssssssessesssssssessessessssssssssessessssssssssessessssssssssessessesssssssssessesssssssessessesssssseess 17 CPL Rev 7 22 2014 Page 1 NATIONALAGENCY PARTNERINGFORSUCCESS OBJECTIVE Understanding how to use the new CPL functionality in FNTG s National Agency Website This functi
4. Confirmation x Lender Code has been successfully updated from 33 to 34 If you wish to copy a co worker s address book enter their email address in the field provided and select copy This will add all their lenders to your address book and a confirmation message will be provided agentTRAX Function Oc Manage Lenders Lender Search Lender Address Book Search Copy Address Book Enter User Email Address tara asquith fnf com Confirmation 2 records have been successfully copied CPL Rev 7 22 2014 Page 14 NATIONALAGENCY PARTNERINGFORSUCCESS CPL FREQUENTLY ASKED QUESTIONS 1 Can I save the new CPL module URL as one of my favorites and go directly there No You must log into the new module via the agentTRAX website in order to be properly authenticated If you try to bypass the agentTRAX login you will get an error message saying Token has expired 2 My CPL is printing in a funky font How do correct this In Adobe under Preferences select Page display and select the checkbox to Use local fonts CS ITnmm3z a xj Categonet Default Layout and Zoom Commenting Page Layout Automatic Zoceni Autona Documents p ull Screen e Resol General Page Display Use system retteg 96 pieetsfinch Custom resolutoni iso 4 portiinch ID amp Mutumeda Renderi Accesmielity Adobe Online Seraces Smooth Tee For Leptop LCD serteni Email Acc
5. can t be reinstated a new letter must be generated if appropriate DOCUMENT HISTORY F Selecting the Document History action icon will present a window containing information on the selected document Document History Action Action Date Time Modified By Create 1 22 2014 5 44 35 PM wendy walker fnf com Edit 1 22 2014 5 55 06 PM wendy walker fnf com Void 1 22 2014 5 59 33 PM wendy walker fnf com In the sample above you can see the CPL was created edited and voided and by which user To close the window click on the X located in the upper right hand corner CPL Rev 7 22 2014 Page 11 NATIONALAGENCY PARTNERINGFORSUCCESS MANAGE LENDERS The ability to edit the lender information added to your My Lenders address book is provided by clicking on the Manage Lenders radio button located at the top left portion of the CPL screen cp Manage Lenders Lender Address Book Search provides the ability to add new lenders or search for and edit existing lender information To add a new lender input all of the information in the provided fields and click on the Add button Lender Address Book Search Copy Address Book Lender Name ABC Mortgage Company Lender Address 1 545 Money Trail Way Lender Address 2 Suite 750 Lender City Dollar Lender Zip Code 30330 7 Ca cea Clear You will be provided with a message that the lender has been added to your address book Lender State IL TETI New L
6. Start Over Contact Us If the State and or Underwriter you are looking for is not available in the lists below it is either because this site does not yet support that State Underwriter or because the Quote Effective Date you entered is not supported To determine whether the State Underwriter is supported enter today s date as the Quote Effective Date In some cases one or more FNF brand underwriters may not do business in a particular county even though a premium is calculated for that underwriter county To find out if an underwriter does business in a county contact a local office We apologize for any inconvenience this may cause you For more information please contact your local closing or title office To ensure an accurate rate quote Quote Effective Date 7 please verify that the Quote Effective are LiE Es Date is correct Property Location State Florida v Property Location County Diii n Title charges in this state are the same in every county Underwniter Chicago Title Insurance Co Y Order Number TEST 26001347 Click here to view the status of states not listed Once all information is verified correct click on the Next button CPL Rev 7 22 2014 Page 18 NATIONALAGENCY PARTNERINGFORSUCCESS Answer all presented questions in the Amounts Owners Policy and Loan Policy sections Amounts Transaction Type Property Purchase with or without financing Purchas
7. Stato Bank Of America 1487 James St Lender Zip Code Loan Number Jacksonile 126 Amencan Bank 658 Williams To search for a lender using the Lender Code simply type the code in the provided field and hit the find button The lender data will again be populated automatically In order to search for a lender using the AII Lenders option select the All Lenders option and then enter the lender name and click on the Find button Notice that you do not have to enter the entire lender name to get results If you wish to further filter the results you can enter additional information in the fields provided and clicking on the Search button Search Lender Name Bank of America Lender Address 1 Lender Address 2 Lender City Lender State Select State v Lender Zip Code My Lenders All Lenders Clear Search x Close If no match found close and complete lender fields as indicated upon letter creation lender will be added to database for future selection To select the lender from the result set simply click on the lender code The selected lender information will automatically be populated in the data fields CPL Rev 7 22 2014 Page 6 NATIONALAGENCY PARTNERINGFORSUCCESS Lender Code Lender Name Lender Address City State Zip 3 B amp B Bank 101 Main St Somecity WA 92932 6 B amp B Bank 101 Main St Somecity WA 92932 Ay Bank of Alabama 9 Plaza Blvd Jacksonville FL 12345 23 Bank of Alabama 87 Mai
8. e Amount Value of Property Amount of Loan 1 Amount of Loan 2 Amount of Loan 3 Amount of Loan 4 Amount of Loan 5 Property Type Residential Y Is this transaction eligible for the Concurrent yes No More Info Owner s amp Mortgage rate Is this transaction eligible for the Reissue O ves no More Info Rate Is this property a Timeshare O ves No Owners Policy Questions Which Policy Form are you using ALTA Owner s Policy with Florida Modific Y Is this policy eligible for the New Home Eyes no More Info Purchase Discount Loan 1 Questions Which Policy Form are you using ALTA Loan Policy with Florida Modifications Enter the premium charge for the amount of 25 00 Loan liability up to the amount of Owner s liability CPL Rev 7 22 2014 Page 19 NATIONALAGENCY PARTNERINGFORSUCCESS Next click on the Endorsements button and select the all applicable endorsements Florida Form 9 Restrictions Easements and Minerals SE 108 Change of Partners Members or Shareholders SE 109 Florida Form 8 1 Environmental Lien Additional Interest Assignment of Mortgage Balloon Mortgage Change of Partners Fairways Construction Loan Up Date Contiguity Endorsement Florida Master Endorsement Mortgage Modification and or Future Advance Endorsement Policy Modification Reverse Mortgage Revolving Credit shared Appreciation Survey Back to top Finish ___ __ Fin
9. e Quote screen as shown below New Rate Quote x Agent Foley amp Lardner LLP Lawyers Title Street Address 1820 Smith St Zip 32254 Name Exchange Center CLUP 4660 3 72 09 City Jacksonville State FL File Number VEST County Duval Di Form Type Rate Quote W Create Rate Quote READ THIS FIRST it s as easy as 1 2 3 1 When you click the Create Rate Quote button the National Rate Calculator will open in a new Window or Tab 2 Enter the information create your quote and print it if desired 3 To return to this screen simply close the National Rate Calculator window by clicking X in the upper right corner If you have issued a CPL previously in the file the property information will be completed and used to obtain the requested Rate Quote If this is the first action in the file the property information must be completed Once a property address is inserted click on the Create Rate Quote button CPL Rev 7 22 2014 Page 17 TARIPELTY NATIONALAGENCY PARTNERINGFORSUCCESS NOI A new window will appear with FNTG s National Rate Calculator started The Quote Effective Date will default to today s date The Property Information and Underwriter will be pulled from your file The Order number will contain your file number General Info Retrieve a quote Enter quote number aes General Info i Go Endorsements
10. ender has been added CPL Rev 7 22 2014 Page 12 NATIONALAGENCY PARTNERINGFORSUCCESS To search for an existing lender input as much of the known lender information and click on the Search button Lender Address Book Search Copy Address Book Lender Name ABC ara Lender Address 1 Lender Address 2 Lender City Lender State SELECT ONE v Lender Zip Code Delete ABC Lending Company 1001 Money Way Suite 500 Greenback IL 33309 Delete 33 ABC Mortgage Company 545 Money Trail Way Suite 750 Dollar IL 30330 You can elect to Edit or Delete the lender by selecting the appropriate action under the Select options If you select the Delete option a confirmation message will appear before the deletion will occur Delete Confirmation x Are you sure you want to Delete Lender 327 And a confirmation of the deletion will be presented Confirmation x Lender 32 has successfully been removed If you select the Edit option you are presented with the lender fields to update Once the desired changes are made click on the Save button CPL Rev 7 22 2014 Page 13 NATIONALAGENCY PARTNERINGFORSUCCESS Edit Lender Code 33 x Lender Name ABC Mortgage Company Lender Address 1 545 Money Trail Way Lender Address 2 Suite 750 Lender City Dollar Lender State Lender Zip Code 30330 A confirmation message that the edit has been performed will be presented
11. ish and Print Once all endorsements have been selected and any additional required information completed click on the Finish button To return to the Document Generator application simply close the NRC window by clicking on the X located in the upper right hand corner To save the Quote to your file be sure to click on the Save Rate Quote Button CPL Rev 7 22 2014 Page 20 FIDELITY NATIONAL SSSR N EG TEA a E NATIONALAGENCY PARTNERINGFORSUCCESS Save Rate Quote You will now see the Rate Quote saved to your file as follows File Number Property Address v TEST 1820 Smith St Jacksonville FL 32254 Document Insured Name Form Name Last Modified EST Recipient T Action View Print DE ype 69 Active 7 22 2014 1 35 33 PM fa Ed s 26000556 Fidelity Standard CPL 6 2 2014 12 17 17 PM Lender Ea 6 You have the ability to Edit the quote by selecting the edit icon located to the right of the Rate Quote form The NRC window will open to the applicable quote Select the Edit Quote option located in the upper right corner of the window FIDELITY NATIONAL FINANCIAL fnf com National Rate Calculator General Info cn Amounts Endorsements General Info Start Over Property Location State Property Location County Ga Underwriter Quote Effective Date Printer friendly v sion Edit Quote Order Number Quote Number TEST 26001347 69 Florida Duval Chicago Title Insurance Company 7 22 2014
12. ll default the recipient type to Lender However you can add or change as appropriate if available Clicking on the CREATE CPL button after the selection of the form and recipient types will present the data fields for completion The Header of this screen contains Form Details on the left and Property information on the right Form Details Agent Name Foley amp Lardner LLP CLUP 4660 3 91 09 File Number test 32614 Form Type Standard CPL Recipient Type Lender CPL Rev 7 22 2014 Page 4 NATIONALAGENCY PARTNERINGFORSUCCESS Property Information Enter the street address and zip code for the property being covered by the issued CPL The city and county will auto populate using the zip code lookup The state will default to the state selected as part of the agent selection above All fields can be updated as needed If you are issuing a letter to the buyer or seller recipient types you will have the ability to check the USE AS box if you wish to use the property address as the CPL address for those parties The data fields will be automatically populated when checked The Additional Covered Property Info field is provided in the event that you need to enter additional identifying information for the property address or if additional addresses properties are being covered Street Address 339 Aldrup Way City Lake Mary County Additional Covered Property Info Tax id 1232 25
13. ller Ea Ed 25000267 Bank of America Standard CPL Active 3 27 2014 11 36 48 AM Lender Ea Re CPL Rev 7 22 2014 Page 9 NATIONALAGENCY PARTNERINGFORSUCCESS EDIT CPL The EDIT icon is available so long as the document is in an ACTIVE status Clicking on the Edit icon will load the previously entered information for this document in order for you to make any necessary corrections or updates Edit CPL x Agent Name CLUP 37321 1 82 01 File Number test32614 Form Type standard CPL County Recipient Type Buyer Commitment Number Buyer Borrower Name Buyer Borrower Street Address 1333 Main Street Buyer Borrower City Buyer Borrower State Buyer Borrower Zip Code Save and Reprint Cancel Once the desired changes are made click on the SAVE AND REPRINT button Note that only the latest version of the edited document will be available for selection in the document grid CPL Rev 7 22 2014 Page 10 NATIONALAGENCY PARTNERINGFORSUCCESS VOID CPL The VOID icon Ed is available so long as the document is in an ACTIVE status Document View Print Buyer Borrowers Name RecipientType 865 Mickey Mouse Standard CPL Active 01 22 2014 Lender Clicking on the VOID icon will present a message asking for confirmation Void Alert Are you sure you want to Void 865 A void letter
14. n St Birmingham AL 35125 20 Bank of America N A 9000 Southside Blvd Ste 700 Jacksonville FL 32257 37 Bank of America N A 9000 Southside Blvd 700 Jacksonville FL 32256 44 Bank of America N A 1 Plaza Blvd Atlanta GA 30324 21 Bank of America N A 9 Plaza Blvd Atlanta GA 30324 Once the required fields are completed click on SUBMIT After completing the process of printing or emailing you will be returned to the file and the grid will show the created document s You can take any desired available action on the document from this grid Search Property Information Generate New Document CPL v Street Address 1820 Smith St City Jacksonville Form Type Standard CPL Stat FL Zi 32254 T e p REGISTA V Lender l Buyer County Duval File Number Property Address v test 1820 Smith St Jacksonville FL 32254 Document Insured Name Form Name Status Last Modified EST Recipient Type Action View Print 26000556 Fidelity Standard CPL Active 6 2 2014 12 17 17 PM Lender EB EQ 6 CPL Rev 7 22 2014 Page 7 NATIONALAGENCY PARTNERINGFORSUCCESS PRINTING A DOCUMENT If you have created a letter for more than one recipient the print dialog will allow you to select each letter individually to print and or email Standard CPL 25000267 pdf Lender Standard CPL 25000268 pdf Seller Standard CPL 25000269 pdf Buyer All Documents pdf Select the All Documents option if
15. onality can be accessed by logging into agent RAX and selecting the letterTRAX icon cl ui AGENT SELECTION Selection of the desired agent differs slightly in that we ask you to provide the state of the agent first Once the additional selections of Company Address and Underwriter are made your agent id or CLUP is displayed for your reference Agent Selection Bold Fields Required State fq v Company Foley amp Lardner LLP Lawyers Ti Y Address 1 Independent Dr Ste 1300 Jac Y Underwriter CTIC Name Options v Legal Name DBA Florida Title Agency CLUP 4660 3 72 09 V Use as default If you wish to use a certain agent id as a default check the Use as default checkbox and this agent will automatically load upon subsequent login If you wish to change the default make the applicable selections and recheck the box CPL Rev 7 22 2014 Page 2 NATIONALAGENCY PARTNERINGFORSUCCESS CREATING A DOCUMENT Enter the file number that you wish to create a document in and click the SEARCH button Search Form Type Recipient Type li ender Buyer _ Seller BA Create CPL The document type will default to CPL and the Form Type will default to Standard CPL You can change the default Form Type if desired The available selections are based on the state and underwriter selected in the agent selection section above Select the desired recipient type s Most form types wi
16. ounts Forms Smooth line art Smooth imager F Use local fonti iaia Enhance than lines Fe Use page coche 3 How dol enable the Auto Fill feature in Internet Explorer in order to be able to select previously entered information for the field On the Internet Explorer menu select Tools Then Internet Options Select the Content tab Then click on the Settings button in the Auto Complete section Check the checkbox next to Forms Click OK CPL Rev 7 22 2014 Page 15 Ratings help you control the Internet content that can be AutoComplete lists possible matches from entries you ve typed or visited before Use AutoComplete for W Address bar W Browsing history W Favorites Feeds W Use Windows Search for better results Forms NATIONALAGENCY PARTNERINGFORSUCCESS Apply APP CPL Rev 7 22 2014 Page 16 NATIONALAGENCY PARTNERINGFORSUCCESS OBTAINING A RATE QUOTE Within the Document Generator you now have the ability to obtain and store a Rate Quote from FNTG s National Rate Calculator NRC To start a quote ensure that you are in the desired file for the quote and select the Rate Quote option from the Generate New Document dropdown and click on the Create button Generate New Document Rate Quote v Property Information Street Address 1820 Smith St City Jacksonville State FL Zip 32254 County Duval You will then be presented with the New Rat
17. you wish to print all created letters at once SEARCHING FOR A DOCUMENT To search for a document that you have created click on the SEARCH CPLs button located in the upper right hand corner of the Document Generator screen Agent Selection State Select 7 Company Select an Option Address select an Option Underwriter CLUP Bold Fields Required Once Search CPLs is selected the following parameters are presented CPL Rev 7 22 2014 Page 8 NATIONALAGENCY PARTNERINGFORSUCCESS agentTRAX Document Search State Company i Select a State v Select an Option v File Number pereen Select an Option v Property Street Address dee Select a Option v Insured nanni Type Select a Document Type v Create Date PIENI Type 7 pe to 5 Select an Option v Document Number ERROR Status Select a Status v Search Clear STATE is a required field for all searches Along with state any combination of the remaining parameters may be selected to refine the search The results grid will be populated below and any available action can be taken from this screen File Number Property Address test32614 123 Main Street Sanford Baker FL 32773 Document n Insured Name FormName Status Created On EST RecipientType Action View Print 25000269 Mickey Mouse Standard CPL Active 3 27 2014 11 36 50 AM Buyer Ea Eg g 25000268 Donald Duck Standard CPL Active 3 27 2014 11 36 50 AM Se
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