A Purchaser s Guide to CondoCerts

Transcription

1 Lgin t CndCerts - T submit a request with CndCerts, lg n t First time users will fllw the New Users link t register. Dcument r print screen the User ID and Passwrd prvided. New accunts are immediately activated and available fr use. Return t the CndCerts hme page at and lgin using the user ID and passwrd prvided. Fr additinal help r assistance, cntact CndCerts Custmer Service at r CndCerts at inf@cndcerts.cm. Place an Order: Frm the CndCerts Hme page select Place a New Order - Select the type f transactin. Click n Next t cntinue. Select Search by Assciatin Name r Search by Prperty Address and select a State. Enter Assciatin Name r Prperty Address, depending n selectin made abve. Abbreviatins f the assciatin name will braden the name search, such as Harbr fr Harbr Cve Hmewners Assciatin. Click n Search and a list f Assciatins will display. Lcate the ne yu are searching fr and click n the Assciatin Name hyperlink. Fr Assciatins with new hme sales, a Develper Selectin screen will appear. Select the apprpriate ptin and click Cntinue. This will bring yu t the Prduct selectin screen. Click n the radi buttn and/r check bx t select the applicable prduct, and then click Next. Enter all necessary rder infrmatin. The clsing date selected will drive the delivery ptins n the fllwing page. Click n Next. Review the rder breakdwn, select a delivery ptin and dcument selectin. Click Next. Prvide payment infrmatin. Review the Order Summary, click n Place Order t Submit. Review yur Order Cnfirmatin and available links. Once cmpleted, click n Cntrl Center link t return the CndCerts hme page. Implementatin Team 1 06/2015

2 Retrieve an Order: Frm the CndCerts Hme page select Review Orders Click the Prject Name link t retrieve the rder. Orders are listed in fur main tabs. Within each tab, the clumn headers functin as a srting hyperlink. Simply click t re-srt the list. Cmpleted r In Prcess This tab will list all prcessed rders. The Status clumn will indicate if the rder is In Prcess r Cmplete. Details buttn will prvide a snapsht f the rder. Cancel buttn will prvide the ptin t cancel the rder. Review request, select a reasn and then click n Cnfirm t cancel the rder. Update/Cancel buttn will prvide ptins t request an update. Enter the new clsing date and click Cntinue t prcess the update request. Lcate the rder and click n Prject Name t access. Once pened, scrll dwn t Order Infrmatin t retrieve any dcuments r services purchased. Pending dcuments are being prcessed by the Prperty Management Cmpany and/r CndCerts and are nt yet available fr retrieval. Click n Cntrl Center at any time t return the CndCerts hme page. Sample Order Infrmatin - $ $ Assciatin with Standard Questinnaire link available. Assciatin with Standard Questinnaire link available and Lender Specific Questinnaire Pending. $ Active link t Lender Specific Questinnaire and any ther additinal dcuments purchased. Implementatin Team 2 06/2015

3 Awaiting Payment This tab will list all prcessed rders requiring payment. Click n Pay Nw t prcess a payment. Once payment is prcessed, the rder will mve t the Cmpleted r In Prcess tab. Click n the Details buttn t retrieve the Authrizatin Cde fr a third party payment. Rejected This tab will list all rders returned by the Prperty Management Cmpany. Click n Crrect Order t view the reject reasn. Make the required crrectins and click n Submit t send. The Order Cnfirmatin screen will include a new Delivery Start date. Archives This tab prvides multiple search ptins fr retrieving previus rders; fr example - by mnth, date range r prperty specific infrmatin. Searches can be further refined by including ptinal criteria such as status categry, assciatin name r rder type. Implementatin Team 3 06/2015

4 Request a Custm Lender Questinnaire: Prcessing a request fr a Custm Lender Questinnaire is very similar t placing an rder fr a Standard Questinnaire. A few additinal steps are added t select the financial institutin s custm frm. Yu als have the ptin t uplad a new frm if the ne yu need is nt listed. Custm Lender Questinnaires are generally available 3 business days frm the date rdered. The dcument will shw as PENDING until cmpleted. Frm the CndCerts hme page: Click n Place a New Order, select the type f transactin and click Next t cntinue. Cmplete the search criteria and click n Search t retrieve a list f Assciatin names. Select an Assciatin t cntinue. Fr Assciatins with new hme sales, a Develper Selectin screen will appear. Select the apprpriate ptin and click Cntinue. This will bring yu t the Prduct selectin screen. Select the radi buttn r check bx fr a Standard Prduct, Questinnaire and/r any Dcuments yu wuld like t rder. Click Next t cntinue. When Questinnaire is selected, a Lender Specific selectin screen will appear. Select Yes fr Lender Specific Questinnaire t activate the drp dwn menus. Frm the list, select the required frm. If the frm needed is nt included, select My Frm Is Missing and instructins will be prvided t uplad the Custm Lender Questinnaire. Click Next t cntinue. Enter all necessary Order Infrmatin. Fr Standard Prducts selected, the clsing date will drive the available delivery ptins. Click n Next t cntinue. Review the rder breakdwn, select a delivery and/r dcument ptin. Click Next. Review Order Summary, prvide payment infrmatin and click n Place Order t submit. Review yur Order Cnfirmatin and available links. Attach additinal files t an rder Yu have the ptin t attach additinal files t an existing rder. Fr example, if a custm questinnaire is nt selected at the time the rder is placed, yu can access t the rder thrugh Review Orders t uplad the file at a later time. Frm Review Orders- Lcate and pen the rder. Scrll dwn t view additinal sectins: Uplad a Custm Questinnaire Frm. Attach Additinal Files. Once the file is upladed, the rder infrmatin will update. Implementatin Team 4 06/2015

5 Mdify an Order: Mdify an Existing rder allws yu add a Rush Delivery ptin, add a custm lender frm, and/r add the ptin t receive a hard cpy r CD f the rder. Mdify ptins will vary based n what is available fr the rder selected. Frm the CndCerts Hme page select Mdify an Existing Order - Enter the Order number r Escrw number and click n Submit; OR select an rder frm the list. Questinnaire Available - Select a Custm Lender frm if desired and/ r click Next t bypass this ptin t cntinue. Select a delivery ptin fr Hard Cpy r CD. Click Next t cntinue and prvide shipping infrmatin. Review the updated rder summary and enter payment infrmatin. Click n Place Order Review yur updated rder cnfirmatin and available links. Once cmpleted, click n Cntrl Center link t return the CndCerts hme page. Fr additinal help r assistance, cntact CndCerts Custmer Service at r CndCerts at inf@cndcerts.cm. Implementatin Team 5 06/2015

6 Third Party Payments CndCerts prvides the ptin t place an rder and select payment by a third party. The third party has easy access t sign in and prcess their payment. Once the rder is paid fr it, it will be submitted fr nrmal prcessing. At the Order Summary Screen Chse the payment methd f Third Party. Review and Check the required disclsure. Screen print r dcument the rder Reference Cde and prvide t the individual making the payment. Click n Place Order Nte: The Reference Cde is listed in Order Details. Lcate the rder in Review Orders and click n the Details buttn t view infrmatin. Once the rder is placed, anther individual will g t CndCerts.cm and click n the Pay Nw buttn t prcess the payment. Enter the Reference Cde prvided and click n Submit. Implementatin Team 6 06/2015

7 Frequently Asked Questins Hw can I be sure the infrmatin received n the Questinnaire Letter is current? All Questinnaire Letters include the date f the mst recent update. Additinally, when placing an rder n the CndCerts website, the purchaser can view when the last prject update was psted. Prperty Managers and Hmewners Assciatins are required t update prject infrmatin. If fr sme reasn a prject is nt updated and expires, dynamic dcuments and prducts fr that Assciatin will shw as Pending until updated. Once the Assciatin is updated by the Prject Management Cmpany, the Assciatin dcuments and questinnaires becme immediately available fr view. Are Prperty Managers and Hmewner Assciatins ntified f a prject requiring updates? ntificatins are sent by CndCerts t all Prperty Management Cmpanies fr each prject appraching an expiratin date. CndCerts autmatically recgnizes when a prject is appraching an expiratin date and will send ntificatins 30, 15, 7 and 3 days prir t the expiratin date. Recgnizing the critical need fr accurate and reliable infrmatin, if a prject becmes expired, dynamic dcuments r prducts fr that assciatin will shw as Pending when rdered. Once the prject is updated by the Prperty Management Cmpany, it immediately becmes active and available fr view. Is credit card r checking infrmatin cnfidential and prtected? CndCerts takes yur privacy and security very seriusly. Payments can be made safely and securely n line with a credit card, electrnic check r ACH payment. Individual credit card, electrnic check r ACH infrmatin is nt stred n the CndCerts payment system. What is the cst f btaining a Questinnaire Letter? Each Prperty Management Cmpany r Hmewner Assciatin determines the final price fr the services prvided. The Prperty Management Cmpanies have a critical and essential rle in maintaining current and accurate database infrmatin. As the Prperty Manager, they fully understand what fees are reasnable fr their assciatins. The cst f a typical Standard Questinnaire Letter will vary. This cst will increase fr a Custm Lender Questinnaire. Additinally, the cst f cnstituent dcuments will als vary frm prject t prject. Fr additinal help r assistance, cntact CndCerts Custmer Service at r CndCerts at inf@cndcerts.cm. Implementatin Team 7 06/2015