Pro Forma Policies Labeling the Pro Forma Policyhelp.softprocorp.com/articles/select/Preparing a Pro...
Transcript of Pro Forma Policies Labeling the Pro Forma Policyhelp.softprocorp.com/articles/select/Preparing a Pro...
Preparing a Pro Forma Policy Page 1 of 17
4/27/2019
4800 Falls of Neuse Road, Suite 400
Raleigh, NC 27609
Sales & Service: 800-848-0143
Email: [email protected]
Web: www.softprocorp.com
Pro Forma Policies
Labeling the Pro Forma Policy:
Enter Pro Forma in the Policy number field on Policy Schedule A
The Policy will show the verbiage as the “Policy No.: Pro Forma”
Watermarks can be added using the Stamp feature in the Document Distribution screen.
Click the dropdown arrow under Stamp and select the verbiage to be used as a watermark.
Preparing a Pro Forma Policy Page 2 of 17
4/27/2019
4800 Falls of Neuse Road, Suite 400
Raleigh, NC 27609
Sales & Service: 800-848-0143
Email: [email protected]
Web: www.softprocorp.com
Note: Watermark will not be visible when previewing the document
Preparing a Pro Forma Policy Page 3 of 17
4/27/2019
4800 Falls of Neuse Road, Suite 400
Raleigh, NC 27609
Sales & Service: 800-848-0143
Email: [email protected]
Web: www.softprocorp.com
Watermarks are created in SPAdmin (Permission based)
They can be found in the drop down lists and are named ReadyDoc Stamp
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4/27/2019
4800 Falls of Neuse Road, Suite 400
Raleigh, NC 27609
Sales & Service: 800-848-0143
Email: [email protected]
Web: www.softprocorp.com
Date and Time to be Recorded:
Annotate Feature
1. Publish the Document to Attachments Screen
2. Right click the Document
3. Select Annotate
There are multiple ways to edit the Policy to include the verbiage
Date and Time to be Recorded
1. Annotate Feature in Attachments Screen
2. Edit Feature in Preview Screen
3. Export Document into WORD format
All of the options require permissions to be granted in SPAdmin
Please see pages 10-17 for SPAdmin permissions
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4/27/2019
4800 Falls of Neuse Road, Suite 400
Raleigh, NC 27609
Sales & Service: 800-848-0143
Email: [email protected]
Web: www.softprocorp.com
4. Use Text Tool
5. Left Click and drag your curser where you want the Text to appear
6. Replace Insert text here. with Date and Time to be Recorded
Edit the Document in Preview screen
When previewing the document – select the Edit icon to allow editing of the document
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4/27/2019
4800 Falls of Neuse Road, Suite 400
Raleigh, NC 27609
Sales & Service: 800-848-0143
Email: [email protected]
Web: www.softprocorp.com
A document is in Edit mode when the word “Edit” appears
Important Notes when editing a document:
1. The document can be reverted to the Original form by selecting the Revert button
2. The Document will remain in Edit mode until Reverted – The document will no
longer update to any changes made in the Order
3. When document is reverted – all edits will be lost and document will be restored
to the default version
Preparing a Pro Forma Policy Page 7 of 17
4/27/2019
4800 Falls of Neuse Road, Suite 400
Raleigh, NC 27609
Sales & Service: 800-848-0143
Email: [email protected]
Web: www.softprocorp.com
Export Document into WORD format:
1. Click Start menu
2. Choose Export
3. Choose the file type
4. Choose the location to save it
Document must be on Preview
screen to export
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4/27/2019
4800 Falls of Neuse Road, Suite 400
Raleigh, NC 27609
Sales & Service: 800-848-0143
Email: [email protected]
Web: www.softprocorp.com
Endorsements
When adding Endorsements – check the Pro Forma checkbox
The policy number in the header of the endorsement will contain the word PRO FORMA
Pro Forma language will appear in the footer
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4/27/2019
4800 Falls of Neuse Road, Suite 400
Raleigh, NC 27609
Sales & Service: 800-848-0143
Email: [email protected]
Web: www.softprocorp.com
Issuance of the Final Title Policy:
Enter Recording information
When using an E-Recording vendor integrated with 360 – the Recording information will
populate when the transaction is accepted via the 360 Queue.
If manually entering the Recording information:
Recording of the Deed - Deed Screen:
Recording of the Security Instrument – Security Instrument Screen
Preparing a Pro Forma Policy Page 10 of 17
4/27/2019
4800 Falls of Neuse Road, Suite 400
Raleigh, NC 27609
Sales & Service: 800-848-0143
Email: [email protected]
Web: www.softprocorp.com
Important Note:
Policy number:
When using SoftPro 360 to generate the Policy jacket, the Policy number given by
the Underwriter will automatically populate the Policy No. field on the Policy
Schedule A Screen, when accepted into the Order via the 360 queue
Effective Date:
A formula can be put in place to automatically pull in the Recording information.
Owner’s Policy will show the date of the Recorded Deed
{{Order.Deeds[1].Recording.RecordedDate}}
Loan Policy will pull the date of the Recorded Mortgage
{{order.Loans[1].SecurityInstrument.Recording.RecordedDate}}
See F1 help for more information on Formulas
Contact SoftPro Support if further assistance is needed
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4/27/2019
4800 Falls of Neuse Road, Suite 400
Raleigh, NC 27609
Sales & Service: 800-848-0143
Email: [email protected]
Web: www.softprocorp.com
SPAdmin Settings:
Annotate Feature
1. Navigate to SPAdmin
2. Select Configuration
3. Select Permissions
4. Enter Annotate in the Search bar
5. Double Click Annotate Attachments
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4/27/2019
4800 Falls of Neuse Road, Suite 400
Raleigh, NC 27609
Sales & Service: 800-848-0143
Email: [email protected]
Web: www.softprocorp.com
A dialogue box will appear and give a description of what the permission will grant the user
6. Select the Rights tab
7. Click the plus button
Preparing a Pro Forma Policy Page 13 of 17
4/27/2019
4800 Falls of Neuse Road, Suite 400
Raleigh, NC 27609
Sales & Service: 800-848-0143
Email: [email protected]
Web: www.softprocorp.com
8. Select the appropriate group(s)
Note: Multiple groups can be added by holding CTRL and clicking additional groups
9. Check the Execute box
10. Select OK
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4/27/2019
4800 Falls of Neuse Road, Suite 400
Raleigh, NC 27609
Sales & Service: 800-848-0143
Email: [email protected]
Web: www.softprocorp.com
11. Select Apply
12. Select Ok
Preparing a Pro Forma Policy Page 15 of 17
4/27/2019
4800 Falls of Neuse Road, Suite 400
Raleigh, NC 27609
Sales & Service: 800-848-0143
Email: [email protected]
Web: www.softprocorp.com
Permissions for editing the document in the Preview Screen:
1. Navigate to SPAdmin
2. Select Configuration
3. Select Documents and Reports folder
4. Double click ReadyDocs
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4/27/2019
4800 Falls of Neuse Road, Suite 400
Raleigh, NC 27609
Sales & Service: 800-848-0143
Email: [email protected]
Web: www.softprocorp.com
5. Use the Search bar to find the desired document
6. Double click the document
Edit Option: Unrestricted will allow the users the ability to edit the document
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4/27/2019
4800 Falls of Neuse Road, Suite 400
Raleigh, NC 27609
Sales & Service: 800-848-0143
Email: [email protected]
Web: www.softprocorp.com
Export the document into an editable format (WORD)
Check the box Allow save to editable file types
NOTE:
When making changes in SPAdmin:
1. Always select Apply and then OK
2. Users will need to exit the system completely for the changes to take affect