Paperless Closer 2.5 Instructions. I. Place an Order Using ATG Paperless Closer. 1. Login: Go to

Transcription

1 Paperless Closer 2.5 Instructions I. Place an Order Using ATG Paperless Closer 1. Login: Go to 2. At the login enter your user name and password Do not use dash, in your password Make sure Popup Blocker is off Internet Options, go to the security tab and add the site to the trusted zone 3. From the Lobby click the New Order link 4. Select Use single order entry form All of the data entry sections will display. Note: Use only numbers when entering sales price, earnest money, and loan amount.

2 5. Using the Search feature: The Lender, Mortgage Broker, and Buyer s Attorney sections contain a search button. a) Click the Search button before entering information in the fields. b) Enter the search criteria, in this example ABC Lender. c) Click the Search button. The search results display at the bottom of the screen. d) Click the Add to Order link. The "Search" screen closes and the information populates in the section in which the search was initiated. Note: If the agent is not found, click the Add New button, complete the form and click the Add New button. The "Search" screen closes and the information populates in the screen in which the search was initiated. 6. Saving using the Add Button The Seller, Buyer and Property sections contain an Add button located at the bottom of each section; To save the data entered in each of these sections, you must click the Add button. The data will now display at the bottom of the section and the data entry fields will be cleared. 7. To enter multiple Sellers, Buyers, or Properties, enter each new item and click the Add button. 8. Use the Clear Form button to delete all of the data in that section 9. To remove saved information check the checkbox and click the Remove button 10. Click the Submit Order button at the bottom of the page when finished. Note, the order must contain a property address, county, state, and if possible a Tax ID number (Permanent Index Number) The Services page displays

3 11. Select the desired services. Typical services include; Search with or without a prior policy Endorsements, if known Change the Type of Property and Transaction Type, only if necessary Select Full Closing, unless your office is authorized to close. 12. Click the Submit Services 13. Click Continue. button when finished. Your order is now complete and the file number displays. Click the Return to Lobby button to continue or to Logoff. II. Check the Status of an Order

4 1. From the lobby click the desired file number 2. From the Conference Room select File Status The file status displays III. Printing a Document The Print Document option allows one or more documents in the list of current documents to be printed. To print a document: 1. From the Lobby, click the desired file number. 2. From the Conference Room select Documents. 3. Select the check box next to each document you want to print. 4. Select the file format RTF or PDF The document will display in the selected format. You can print the document or save it locally. 5. Select File Print to print the document.

5 IV. Using a Template to Create an Order Once a template is saved, the template can be used for future orders that have common elements, such as the Lender, Buyer/Seller, Property or other selectable information. To create a template: 1. From the Lobby page, navigate to the New Order page. A blank order form displays. 2. Complete the information that will remain the same such as the Lender, Buyer/Seller, Property and other selectable information 3. When finished, select located at the bottom of the page. 4. Name the Template and click Save. To use a template: 1. From the Lobby page, navigate to the New Order link.. A blank order form displays. 2. Select the Single order entry form link. 3. Select Use a saved template The "Select an Order Template" screen displays. 4. Select a template from the Select a template drop-down. 5. Click the OK button. The template displays as a new order. 6. Complete the remaining information and click Submit when finished. Prior Policies should be faxed to and should include the file number. You will receive an notification upon placing your order. Please call the ATG Helpdesk at for questions.