Release Notes – The Fund

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

May 9, 2022

New + Improved

Settlement Agencies and Old Republic National Title Insurance/The Fund - Some users were experiencing issues when having Settlement Agency only credentials entered for Old Republic National Title Insurance/ATFS in E-Closing Connect and the Integrations. We have resolved these issues.
PA CPL Fee - WFG - We have added a charge to automatically populate on your PA files if the Underwriter is WFG. This CPL fee will show on your Settlement Statement if you generate a CPL with the Integration. You didn’t know we had an integration with WFG? Please visit E-Closing Connect (from Back Office) to take a look at the integrations we have, while there, enter your credentials for WFG in their section!
ECDT-FATIC Title Search Orders - When placing orders with FATIC for a title search product the product name now shows in the list of orders placed.
ECDT-ALTA Form Year - A new drop-down has been added to the title policy page for user to select the ALTA form year. This field will be read only until we have new 2021 forms for the state and underwriter.
ECDT-Title Policy Info - The underwriter TRGC has been added to the new title policy page. This means the new title policy screen will be displayed for most underwriters now.
ECDT-Document Management page - The Document Management page has been given a facelift and some new features. For more details click here.
FATIC Bulk Upload & Bulk Remit (Release Notes Only) - First American users in New England and Florida will now be able to remit and upload their policies in BULK via the Title Remittance screen.

April 4, 2022

New + Improved

Shiny – Fund Product Orders - Fund product orders can now be imported directly from the property information screen.
Shiny – Financial Information - The lender is no longer required on the financial information page.
Shiny – Property info - Stewart orders now display and can be imported on the property information instead of the upload search results page.

March 21, 2022

New + Improved

Net Funding - We hope you are all as excited about this as we are! We have made enhancements to the Net Funding Drop Downs on Escrow Accounting so they will apply to the proper ‘Expected Funds’. If you need to reduce a disbursement amount against expected funds from, say, the Borrower, it will now apply properly. This will work similar to net funding to Lender and the Brokers.
FATIC Bulk Upload and Bulk Remit - Now First American Agents in New England and Florida will be able to upload and remit their polices in BULK! Just go to the Title Remittance screen and select the files you want to remit and upload, the title remittance report will save to your file along with a copy of the policy! (This will be limited to a pilot group to start, please do not include in WalkMe Shout out until we release to all).
Shiny - Payoff/Payment Info - We have redesigned the payoff info page (now Payoff/Payment Information) and combined it with the Payoff CC page, which is now a “Rapid Entry” toggle on the Payoff/Payment Info page. We hope you like the new look!
Shiny - Financial Info -The lender is no longer required on the financial information page. Users can now save the page without selecting a lender first.
Shiny – Stewart Orders - Search orders placed through Stewart Orders Gateway will now appear on the property information page instead of the Upload Search Results page.

March 7, 2022

New + Improved

ALTA 2006 vs ALTA 2021 - As many of you know, there are new ALTA 2021 forms. You will now see a drop down on the Title Policy Page labeled ALTA Form Year. This will default to 2006 and will be locked as such until we receive the new 2021 forms from the Underwriter. Please note, these will be updated as we receive them, not all Underwriters and States have been provided yet.
Recording Offices - We received an update from Ernst for Recording Offices (mainly Upper Darby, PA and Malvern Borough, PA) and have updated E-Closing to reflect their updates.
Fund Clause Library - As you may have noticed, we released the Fund Clause Library which was updated February 24th.
Shiny – Combined Financial Info / Lender info page - The Lender Information and Financial Information screens have been combined into one screen! We have heard your feedback specifically - about these two screens – in terms of reducing steps and screens required to visit as well as improving workflow. We agree! You will notice an updated look and some new functionality.
CD-57 P and CD-57S - The CD-57P and CD-57S documents have been updated if you are still printing them out. The main changes are the removal of the barcodes in the middle of the pages and a change to the barcodes on the top of each page. Please note, you can e-file these forms right from the State Specific Screen, so you don’t have to print them!

Coming Soon

Shiny – Payoff Info - New improved payoff and payments page. Stay tuned.

February 22, 2022

New + Improved

Password Expiration - Some users have experienced a couple of different issues when getting a Password Reset Email. Some found they didn’t receive it, others would receive it, but when they logged in with a new password, the page would say “Page Works!” (which isn’t terribly helpful when you can’t do anything!). We have resolved these issues and appreciate you letting us know about them!

February 7, 2022

New + Improved

Event Colors - We have updated the Event/Task colors to ones that are more pleasing to the eyes. Not to worry, if you had Blue selected previously, it has been updated to Cobalt., so there is nothing you need to do. We hope you like the new colors.
Insurance Information - Shiny users, we’ve given the Insurance information page a facelift. Same great functionality with a more modern look. Stay tuned for more updated pages.
Property Information - Shiny users, the partner services section will now only show when the user is on the primary property record.
Property information - Shiny users, the associations listed in the drop down are now showing in alphabetical order.

January 10, 2022

New + Improved

BPO Import and Special Characters and spacing - Users were reporting that when they imported search results from their BPO orders, weird characters and extra paragraphs were showing up when generating the Commitment and Policies. We are now converting these to what they should be. For previous files there is nothing you need to do on your end to fix the weird characters. To correct previous files with extra paragraphs you will need to re-import the file. Any new files going forward will be all set!
Title Policy Screen Update - Shiny users, we are updating the Title Policy Page! As there are a lot of integrations, this will get released as the integrations are updated. For those who only write with The Fund and/or Old Republic, you will see the new screen. As additional integrations are completed, we will release those and let you know. We hope you like the updated functionality!

Coming Soon

2006 and 2021 Policies and Endorsements - We are working on a way to select in each file if you want to generate the 2006 or 2021 Policies and Endorsements. There will be a drop down under the Title Insurance Company Name. It will default to 2006 and IF we have been provided the 2021 forms and endorsements, you will be able to select 2021 in the drop down. If they haven’t been provided to us yet, then you will not be able to select 2021.
First American Bulk Upload and Remit - For NH, ME, VT, MA, CT, RI & FL First American clients will be able to remit and/or upload their policies in BULK! We are utilizing the Title Insurance Remit screen and the First American Remittance report will save to each file! More states to follow!

December 13, 2021

New + Improved

Fee Calculator PDF Some users had noticed that the Letterhead was not formatting properly when you generated the PDF for the Fee Calculator in the Closing Portal. We have made a change so it will show up as a full letterhead and not something you need a magnifying glass to see.
HUD and GFE HUD Last Sprint, we made an enhancement where you can manually enter an amount on K01 and/or K02 and it would populate to the corresponding line in M. We have added this enhancement to the HUD and GFE as well (Lines 101 and 102).
Real Estate Brokers Many of you have asked for Notes for the Real Estate Brokers, similar to what we have for the Lenders. Ask and ye shall receive! We have added a Notes field in the Real Estate Broker Rolodex screen, which will then show on File Summary and Financial Information when that Broker is selected in the file!
Fund Policy Upload Some users have experienced issues when uploading policies to The Fund, if they recorded a Warranty Deed. We have made a change so if you record a Deed or Warranty Deed, you can still upload policies.
Cash ALTA Settlement Statement If you generate the Cash ALTA Settlement Statement and the Loan Purpose is anything but a Refinance, it will pull the word “Buyer” instead of Borrower.
Patriot Search Integration We have made an enhancement, so the buyers and sellers names no longer show twice and the note that names appear twice because they are being searched as an individual and an entity is removed but be assured we are still searching as both an individual and an entity!

November 22, 2021

New + Improved

Borrower/Seller Lookup We have added the ability to look up and copy information for Entities as well with the Borrower/Seller Lookup Feature in Shiny! Now, if you search for an Entity, it will find ANY entity with that name match. It will also include any people associated with the Entity (Presidents, Managing Members, Trustees, etc). We will not include Individuals; those remain a separate search. We hope these updates are helpful!
FATIC CPL Mortgagee Clause When you generate a CPL for First American there is now a text box that displays the mortgagee clause from your file! BUT WAIT! THERE’S MORE!!! You can edit the clause in the textarea and it will appear on your CPL!!! THAT’S NOT ALL!!! There is a drop-down with the same mortgagee clauses you love in AgentNet and if you don’t love them, you can edit those too!!! You’re Welcome!

November 8, 2021

New + Improved

Lender Final Docs Here is another one of your ideas brought to reality! You asked for an email
Email Address address for the Lender Final Docs. You will now see a field in the Lender Rolodex under Final Docs where you can insert their email address. Now, when you select that Lender in a file, when you are in Document Management, you will see their email address pre-populated to be able to select.
Lender Name as Insured Keep your ideas coming! Here is another one you gave us! On the Lender
information screen, you will now see what is entered in the Rolodex under Lender Name as Insured so you can see what will pull. We will be making another enhancement to this in the new UI where it will be changeable and will flow through to Text Description so you can easily see what will show on your Commitment and Policies!
ALTA and CD What’s that? You had another idea? We want to make E-Closing a program you want to use, so keep those ideas coming! You wanted a way to show Payoffs that had no dollar amount on the generated CD and ALTA. We previously wouldn’t show items with no dollar amount, but certainly can see how disclosing these items would be handy! Now, if you manually enter items in the Payoff Sections (K and N), they will show when you generate the CD and ALTA.
Escrow Accounting Some of you may have noticed that on the Title Insurance commission check, your Company’s address wasn’t pulling to the checks. This has been resolved!
CD In Section K and M, it was noticed that if you manually entered information on line K01 (Purchase Price) and/or K02 (Personal Property), it didn’t automatically fill out the opposite side (M01/M02). It now will.
TRGC Title Search Shiny Only We have a new title search vender on the Property Information screen! If you have credentials set up in E-Closing Connect you will see a button to order your title search with TRGC! You can also import the data and documents right back into your file as well as update and cancel your order through the integration!
Tax/Fee Proration Information Shiny users, we’ve given the Tax/Fee Proration Information page a facelift – same Information great functionality with a more modern look. Stay tuned for more updated pages.
Seller Held Financing Improvement We added in functionally to make Seller Held Financing files easier. We made it even better by adding in the ability to select Note Forms as well!
Borrower/Seller Lookup We are continuing to make this feature even better. Now you can use the Borrower/Seller Lookup on the Create File Screen. Again, this is just for Individuals, Entities is coming soon!
Loan Number You can now add an additional column on your Whiteboard; Loan Number. If you have access to Whiteboard set up and want this, head on over and make the change!
CATIC SC CATIC has expanded to South Carolina and we have added rates and endorsements to E-Closing. We also have added the CPL fee so it will automatically populate to your Settlement Statement if generated using the integration. What? You aren’t using the integration to generate CATIC CPLs and Jackets? Head over to E-Closing Connect to see the different Integrations we have and add your credentials!

Coming Soon

Borrower/Seller Lookup The next enhancement for this feature is the ability to look up Entities!

October 11, 2021

New + Improved

Borrower/Seller Lookup - Attention Shiny users! You will now see on the Borrower and Seller Screens, when adding a new Individual, “Name Matches”. You must type at least one letter in the First Name Field and 2 letters in the Last Name Field for it to produce results. The more characters you give, the narrower the results will be. Just click on the “eye” and you will see a list of previously entered names, select the one you want, and all of their information (aside from Portal Access) will be copied over. Looking to copy Entities? Don’t worry, that is coming in the next Phase of this enhancement!
Email Address on Tax/Fee/Pro-ration - We previously released an enhancement where the Email Address for the Tax Organization would pull on the Tax/Fee/Pro-ration screen so you could email documents. We added the ability to pull through the email address, if the Organization is being selected from your Rolodex.
TRGC Title Search Classic only - We have a new title search vender on the Property Information screen! If you have credentials set up in E-Closing Connect you will see a button to order your title search with TRGC! You can also import the data and documents right back into your file as well as update and cancel your order through the integration! This great new integration will be released to Shiny soon!
Property Info. - Shiny users, we’ve given the Property Information page a facelift – same great functionality with a more modern look. Stay tuned for more updated pages.
Fund Links on Title Policy - Previously, there were two links on the Title Policy Page if you are writing with Old Republic National Title Insurance Company/ATFS; ePolicyManager and Web CPL. We have updated them to generate two different calculation worksheets; Mortgage Modification Rating Worksheet and New Home Discount Rating Worksheet. Click on the one you need, fill in the applicable values and enter the Premiums provided. It won’t save automatically back in the file, so please make sure you save it and upload it in to the file, if you need it.
Seller Proceeds - Thanks to your suggestion and votes, we have added the ability to automatically split the Seller Proceeds in Escrow Accounting for you! You will now see PCT-Combined Proceeds (which is the default) and PCT-Split Proceeds. When you select Split, we will split the Proceeds based on the % of Ownership for each Seller. As you make changes to the file and the Seller’s bottom line changes, the system will automatically update the disbursement amounts for you.
Rolodex - Again, we thank you for your suggestion and votes! You asked that when adding Contacts in a Rolodex Company, that when you update, that you please be allowed to stay on the page so you can add more Contacts. You will now see two buttons at the bottom; ‘Update Rolodex’ and ‘Update and Add New Contact’. If you ‘Update Rolodex’, you will be taken back out to Rolodex Maintenance. However, if you click ‘Update and Add New Contact’, you will stay on the current screen and be able to add another Contact. We hope you like this enhancement!

Coming Soon

Borrower/Seller Lookup - Shiny users, we are continuing to enhance the new Borrower/Seller Lookup and will be adding it to the Create file screen! The next enhancement to come will be the ability to look up Entities!

September 13, 2021

New + Improved

Fund BPO Change - Shiny Only - The "date needed back by" field used to default to a week out, now the user will select the date and it cannot be a weekend, in the past or on a holiday.
CATIC E-Closing Connect - Classic only - There is a new guide for CATIC in E-Closing Connect!

August 23, 2021

New + Improved

New Federal Holiday - Juneteenth is now a Federal Holiday. We have added this holiday in so when you calculate your Rescission Days, we aren’t counting June 19^th.
Westcor GA - We have added rates for Westcor in GA and also added the CPL fee of $50 to generate automatically when you generate a CPL via the Integration. If you are writing with Westcor but aren’t generating CPLs and Jackets from E-Closing, visit E-Closing Connect to add your credentials! Check out some of the other awesome integrations we have while you are there!
Whiteboard - Shiny - We have added new advanced filter options to the Whiteboard. Each column can be filtered, and the results exported to a .csv file.
Fidelity Company Endorsement Enhancement - We have made an update to how we display the Fidelity Companies Endorsements. Many of you know that they changed to Single Sign On a few years ago and this has caused confusion with which Endorsement List shows either from the Integration or from E-Closing (if not using the Integration). Now, everyone will see the same list of endorsements, regardless if you are using the Integration or not!

Coming Soon

Big things! - Here are some of the exciting things our Dev Team is working on! Borrower and Seller Lookup: Shiny users, when you start typing in a first and last name, it will do a search to see if you have that name in the database already. You can then click on the name, and all their information will in do a search to see if you have that name in the database already. You can then click on the name, and all their information will in (except Portal Access). We are starting in FL, but we are building a Recording Fee Calculator, which will be accessed directly on the Settlement Statement and allow you to calculate more than Mortgage and Deed! Email Signatures!! We are going to be adding a space where you can enter your signature! You will be able to add custom text, change font color and text. Still no images though. Please stay tuned for future releases!

August 9, 2021

New + Improved

NATIC MD CPL fee and Rates - NATIC modified their rates and CPL fee, effective 8/1/2021. We have updated them in the system for you.

Coming Soon

Exciting things! - Our amazing Dev Team are all working on some really cool enhancements! It may look like there isn’t much in this current release, but we think you are going to LOVE what they are all working. Please stay tuned for updates.

July 26, 2021

New + Improved

Title Insurance Remit Report - Previously, we added an enhancement to show the check number on the Title Insurance Remit Report, so you could easily see which files you already posted checks for. However, this was not showing Consolidated Checks or Wires. We added this information for you. If you don’t know about the Consolidated Checks and Wires feature, please reach out to Support who will gladly help you!
Late Days - On the Financial Information Screen, there is a field labeled “Late Days”. We defaulted this to 15, but you could change it on a file by file basis, if needed. You asked for an easier way to do this if certain Lenders you are always having to change the days. Now, there is a field in the Lender Rolodex where you can change the default. We still will default this value to 15 but if you need it to be, for example, 10, you can change it in the Lender Rolodex and it will apply to all future files with that Lender!
Wire Number Increase - We were made aware that Federal Reference Numbers were coming in at 22 characters now and the Wire Field was limited to only 20. We have increased this field to allow 30 characters.
Shipping Labels - Previously, if you generated a Shipping Label and 24 hours had passed and you needed to delete it, you had to call Support. Don’t get us wrong, we LOVE talking with you, but we feel your time can be better spent. Therefore, we have removed this restriction.
Closing Portal Logo - We have made an enhancement to uploading a Closing Portal Logo. Previously, the image you were uploading had to be a certain size and if it was outside of those parameters, you received an error message. Now, we will automatically resize it for you, if the image is too large. Don’t know about the Closing Portal? Check out our Help Center for information or reach out to Support! It’s a pretty neat feature, if we do say so ourselves.
Patriot Search Classic - On the file summary screen there is a button to search all buyers and sellers in OFAC and other sanction’s list, just click on the button to see the results! Plus, you can search any name in multiple databases super quick!
TRGC CPL & Jacket - We have a new integration with Title Resources Guaranty Company (TRGC)! Now you can pull jackets and CPL's in the click of a button! Visit E-Closing Connect to activate the integration!

July 12, 2021

New + Improved

Endorsement Enhancement - We are working on improving the list of Endorsements you see on the Title Policy Screen. We are working on updating the lists to be Residential or Commercial. If Property Use (New) is selected as Primary, Secondary or Investment on the Property Information Screen, we will display Residential Endorsements. If you select it as Commercial, then we will display Commercial Endorsements. We hope this helps with all the scrolling! This will take us some time to fully complete, but we wanted to let you know, as the lists will change over time.
Quick Filters - Thank you for your feedback! We have added some additional Quick Filters we hope you find helpful! You now can filter your Whiteboard by; Files Disbursing Today, Files Disbursing This Week and Files Disbursing Next Week.
FATIC Clear2Go - Searches placed for First American’s Clear2Go product will automatically pass the last 4 digits of the borrower(s) social security or tax ID number!
Patriot Search in Shiny - On the file summary screen all buyers and sellers are automatically being searched in OFAC and other sanction’s list. The yellow dot over the American flag icon with left you know matches were found, click on the name to see the results! Plus you can search any name in multiple databases super quickly!
Shipping Label - Shiny users, we’ve given the Shipping Label page a facelift – same great functionality with a more modern look. Stay tuned for more updated pages.
FATIC VA Covered Parties for CPL - Released on July 6th Virginia First American users will now be able to issue Lender, Seller and Buyer/Borrower Closing Protection Letters!

June 21, 2021

New + Improved

Seller Held Financing - You asked and we listened! We have made processing a Seller Held Financed File easier. You will now see a Loan Type called Seller Held Financing, and when selected we will automatically select a Lender called Seller Held Financing. Once selected on the Lender Information Screen, and you add the Loan Amount on the Financial Information Screen, we will create a payoff for you for the Loan Amount and automatically net fund it in Escrow for you! Also, when you generate documents, we will convert “Seller Held Financing” to be the Seller Names. If you change the Loan Amount or the Seller Names, the system will automatically update for you! We truly hope you are as excited about this enhancement as we are!
Chain of Title Page - Shiny users, we’ve given the Chain of Title page a facelift – same great
functionality with a more modern look. One enhancement to the screen is you can now drag and drop the cards to reorder them! Stay tuned for more updated pages.
ORT Policy Upload - Old Republic Title Agents will be able to upload their policies through the integration! Also, the title insurance remittance report will show the date the policy was upload, just print and mail your checks!

June 7,2021

New + Improved

Settlement Agency - In the drop down (in Shiny), you will now see the City and State for the Settlement Agency so you can easily see which one you may want in a file. This is helpful if your Settlement Agencies all have the same name, but are in different locations.
Improvements coming - There may not appear to be a lot on this list of updates, but please know our Development Team is hard at work making improvements. The enhancements being worked on are very involved and take multiple Sprints to complete. We hope to get some of them released soon!
ECDT Rating Worksheet - Good news Shiny Users! When you upload your policy to The Fund via the integration, we now will automatically include the Policy Rating Worksheet (which you had to produce in Document Management and send separately). We hope this helps save you some time.

May 17, 2021

New + Improved

Tax office email addresses - We know that we are operating in a more electronic world and you need to easily email the Tax Collector as well as Water, Sewer and Stamp offices and so have added the ability to do so. We maintain those lists, just like the addresses, so please let us know the email addresses you would like to see and we will get them added!
FATIC Title Search - We enhanced the First American title search download speed, you can now upload your order with super speed!
Credit Info Screen - Shiny users, we’ve given the Credit Information File page a facelift - same great functionality with a more modern look. Stay tuned for more updated pages.

Coming Soon

TRGC Integration - Our Dev Team is hard at work putting finishing touches on the TRGC Integration to allow you to generate CPLs and Jackets from within a file. Please stay tuned for updates!
Seller Held Financing - We are working on an easier way to process Seller Held Financing Files easier! Keep an eye out for future updates!

May 3, 2021

New + Improved

Letterhead and Footer - Did you add a letterhead or footer and didn’t mean to? Now you can easily delete them! Just click the little trash can and verify you want to delete it and boom, it’s gone!
Primary Borrower and Seller - When you create a new Borrower or Seller, the first record will default to Primary and will not allow you to change it. The following Borrower or Seller Records you add, will then default to Co, but if you change them to Primary, we will automatically update the current Primary Borrower/Seller to Co. We did this because sometimes single records were being created as Co and there were no Primary records on the file, and this was causing issues on Documents and 1099 Reporting.
Envelope on File Summary - Some of you may have noticed that if you clicked the Envelope on File Summary to send a Message to the Portal, then went to send another one, you had to refresh the File Summary Page to get a new message. We have resolved this, so you no longer have to refresh the screen! One less click for you.
PA Municipalities - Attention all users in Pennsylvania! We have added a Municipalities drop down on the Property Information Screen to allow you to select the Township, Municipality, or Borough the property is located in. Also, you will see a new drop down on the Tax/Fee/Pro-ration Property Record, to allow you to choose if the Property Tax goes to the County or the Municipality selected on the Property Information Screen. We sincerely hope this helps make processing PA files easier!
FATIC Policy Transmittal Form - The First American Policy Transmittal Form now shows the agents account number!
Clear Choice and Property Debt Research - Clients can now sort and search by look up number on the Clear Choice and Property Debt Research Whiteboards!
WFG Short Form Endorsements - When clients generate the short form policy through the WFG integration it will show the endorsements.
BPO Import with bad characters - Some Fund Members who imported BPO results in to their file may have noticed some of the characters were converted to \. We have resolved this, maintaining the character it came over as (usually ‘,”, or degree symbol)
Reconciliation Summary Report - You will now see an additional checkbox when you select which Bank Reconciliation Reports you want to generate. Next to the Reconciliation Summary, you will see an option to Include Signature Blocks (Optional) to the bottom of the report. It is not required to sign the reports but is an option if you wish to.
Overdue Events - You can set your Events up to be marked as overdue if they reach certain criteria for the end date. However, in Shiny it was difficult to see which event(s) were overdue within the file at a glance. Now, when your event(s) are overdue, the font will change to red indicating that one has not been completed yet. We hope this enhancement helps keep you on track in your files!

Coming Soon

Flexible File Contacts - Many of you have been asking for a way to add different people to a file to be able to email or create as a Portal Contact. We are working on a way to add Additional Participants on a file to help you out! Please stay tuned for future releases!

April 19, 2021

New + Improved

Agent Fields
It was brought to our attention that in Classic, the Agent and Contact Information was missing on the Seller Information Screen and in Shiny the fields were there, but wouldn’t save the information. This has been resolved, thank you for letting us know!
Zillow App in Portal
When we developed the new Closing Portal, we added the Zillow App to show neighboring homes’ value and other information. It recently stopped working, as a result of Zillow changing something on their end. Temporarily, we have disabled the app. We added a survey on our Shout Out to see how important this feature is to you and your business, please let us know!
File Summary
On Shiny’s File Summary Page, you will now see the Real Estate Agent’s Cell Phone Number displayed.
Notes and Events
You can tie Notes to Events but previously in Shiny, you couldn’t view them. We made a change so that if you add a Note and tie it to an Event, you will see a little icon next to the Event on File Summary. If you click on the Note, you will see what was entered! To tie a Note to an Event, on the Side Nav bar, go to Notes and when you create or edit a note, you can select an Event to tie it to.
WFG Multiple Borrowers on
You can now add as many borrowers (200+) as you want to the CPL if you underwrite with WFG!

Coming Soon

PA Municipalities We are working on some enhancements when your Property Address is in PA. You’ll be able to select if it is a Township, Municipality or Borough, tell the system who to make payments to, etc. Please stay tuned for future updates.
Events Whiteboard
The Events Whiteboard in Shiny is getting a newer look. We hope you like the changes!
TRGC CPL & Jackets
Soon users will be able to generate CPL’s and policy jackets through this new integration with Title Resources (TRGC)!

April 5, 2021

New + Improved

Letterheads and Footers
Previously, when you loaded letterheads and/or footers in the Rolodex, if the file name had a space in it, it would sometimes not bring the image through. This has been resolved.
New Tax Type
We were made aware that as of January 2021, Pittsburgh, PA added a new tax called Parks Tax. We have added this for all users, and it will only show up if the property is in Pittsburgh PA.
Email address
We have now made having an email address a requirement for Users added to the system. If you try to update a User that doesn’t have an email address entered, you will receive an error message that it is required, and you will not be able to proceed until you enter a valid email address.

HUD Defaults This is an exciting update! You now can add effective dates for your HUD Defaults. The Effective Date is based on the File Create Date. We have backdated all current defaults to 1/1/1999 so as to not affect your current defaults and files. If you don’t enter an effective date, you will be prompted to enter one before you can update the screen. You will be allowed to back-date defaults, but you will receive a message that the date is in the past, are you sure you wish to proceed. We hope you enjoy this enhancement and that you try out HUD Default. It is a big time saver!
Closing Portal
We have made some fixes to the Closing Portal, depending on the Role/Business Type a Portal User is and how many files they are tied to, they will see different first screens. Borrowers/Sellers with only one file will see the details page, Loan Processors and Real Estate Agents, if only tied to one file will still see the file selection screen so they can still create new files. Other business types will see the Details page if only tied to one file or the file selection screen if tied to multiple files.
Updated Screens
Shiny users, we’ve given the Copy File page a facelift - same great functionality with a more modern look. Stay tuned for more updated pages.
Notes
Attention Shiny Users! When creating a note, you can now change it to be an Alert. When you do this, every time you access the File Summary Page, the note will pop up! If you no longer need this alert, you can simply edit the Note to be “Note” instead of “Alert”.

Coming Soon

Recording Fee Calculator

We are working on adding a Recording Fee Calculator directly on the HUDs and CD, so you don’t have to use the Ernst Lookup Screen. We are starting with Florida and will work on adding additional states. This will allow you to record and calculate more than just Mortgage and Deed documents.

March 22, 2021

New + Improved

Closing Portal

As mentioned in the previous Release, if you sent a message or document through the Closing Portal, but you didn’t include a message in the Body, it caused an error message on the Portal. We resolved it last Release from Document Management, however we also needed to resolve it when messaging from File Summary. Now, when messaging from File Summary, you will be required to enter something in the body.

Title Insurance Remit

We have made an enhancement to the Title Insurance Remit Screen. Previously, if you entered a Remit Date in the past (let’s use 12/31/2020 as an example), it would pull files with Dates (recording dates) up to present. Now, it will filter out only files with blank dates or recording dates 12/31/2020 and previous.

Notes

Shiny users, when you were entering Notes, if they exceeded 500 characters, it appeared to save, but then would cut off anything more than 500 characters. Now, not only do we have a character count to show you how many characters you have left, but we won’t let you add more than 499 characters.

Updated Screens

Shiny users, we have given Text Description a facelift! (phase one, this screen will be getting an even more exciting update in the future!) You will also see a character count here as well!

CATIC Title Search

We have added MA & RI to the list of states you can order your title search through CATIC! On the Property Information screen click on TOPS CATIC Title Search to place your order. Orders are also returned through the integration.

Coming Soon - Updated Screens!

Shiny users, please stay tuned for updates on the Events Page and Copy File!

March 8, 2021

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

New + Improved

Title Insurance Remit	Thanks to your feedback, we added Check Number and Date to the Title Insurance Remit Screen. Now you can easily see which files you have already printed checks for! We love your feedback and suggestion, so please keep them coming!
Checklists	We have made creating Checklists a little easier for you! You can now copy existing Checklists to create new ones! There are two ways you can do this. The first is when you go from the Whiteboard to Back Office then go to Events and then Manage Checklist. You will see a list of existing Checklists and then (Copy Checklist Name). If you click on the name in the parenthesis, you will be then taken to the Edit Checklist Screen and you can give it a new name and edit the Events. The second way to do this is click on Create a New Checklist, enter in a new name and in the drop down select which Checklist you wish to copy then click Copy From. Again, you can edit the Events for the new Checklist.
Escrow Accounting - Net Fund	Although this is how it was originally programmed, we have realized based on feedback that it was a flaw, so we have resolve it. Originally, if you net funded items to the Lender and then made a change to the Lender, the Interest would become un-net funded. We have updated this functionality where now it won’t cause you an extra click when changes are made.
Word Doc Editor	Last Sprint we released the Word Editor and we have made an enhancement to it. By design, this wouldn’t work if the document loaded had spaces in the name. We have resolved it so that when you upload a Word document with spaces in the name, you will now see the icon to edit in Word.
Check Dates	We have listened to your feedback and made selecting which Date prints on Checks easier for you. By default, E-Closing will print checks with the Disbursement Date (on Financial Information) unless the Disbursement Date is in the past, at which point, we print the Current Date. If your file cancelled and you had to refund money, you needed to remember to change the Disbursement Date to the Current Date so that the right date printed. In Bank Set up, you can change the default to Disbursement, Close or Current Date and this will apply to all files. However, if you need on a particular file to change this (for instance, you have the default to Disbursement Date, but you need to print the Current Date to refund an EMD), you can do this right on the Print Checks Screen! We hope this makes your lives just a little easier! Please note, you still cannot back date a check, if the Close Date or Disbursement Date is in the past, we still will print the Current Date.
Closing Portal Documents	Some users have reported that when you are sending a document through the Portal and forget to add a message in the body, the Portal user gets an error message. We have added some default text in the body of the Email and Portal Message from Document Management, and we will not let you send a message unless something is in the body of the message to prevent this. We will work on adding that improvement to messaging from the File Summary as well, so stay tuned for more updates!
FATIC Integration	When a user had ordered title searches through the FATIC integration, but submitted the title policy through AgentNet and not through the integration the user would receive one of two error messages: “(FileNumber not found, please try again. If the problem continues, please call the ASC for assistance (866) 701-3361; or One or more services failed. Please review Service specific errors. \| Your Order Id not valid. Contact ASC for assistance (866) 701-3361).” This was because we had a call each time the file was accessed looking for an update for the title search but the status of the file in AgentNet was not longer “Active”. Now, once the file status comes back as not “Active”, the call will no longer be made and there will no longer be a delay on the File Summary or Property Information screen.
WFG Short Form Jackets	On the WFG Short Form Loan Jackets, we are now including the time, as this was previously missing.
PropLogix	We have added a few more Products you can order through PropLogix! In addition to the ones you currently can order, we have added Survey and Release Tracking. If you aren’t currently using this Integration and would like to, please see E-Closing Connect for details!
ECDT- Portal Users	We have made adding new Portal Users within a file much easier for Shiny Users! You will see this icon on the File Summary Screen for any contact in your file that can be a Portal User, but isn’t yet. Simply click on the icon and enter the Email Address and Cell Phone Number. Once you save the changes, the User will get their Welcome Email sent to them and the Icon will show like this
ECDT- FinCen Notifications	Attention Shiny users! Previously you did not see a banner at the top of the File Summary Page if the file met FinCen filing requirements. Now, if you have a Cash Purchase over $300,000 in the Cities/Counties required to report, you will see a notice that tells you, you may need to report it.

Coming Soon

Notary & Signature Blocks	Custom Notary and Signature blocks are being developed! This will help to resolve issues where you have the Multi-Tier Signatures. Please stay tuned for future Release Notes!
Multiple loans per file	We also are in the early stages of Researching and Developing Multiple Loans tied to a file. We have received a lot of feedback that this will be very helpful for you all.

February 8, 2021

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

You asked for it, and we have delivered! We added a Notes Section in the Payoff Master screen, so you can add Notes, like you can with the Lender. You will see a greyed-out icon for each record on the Payoff Information Screen, but it will become active once you enter a Note in Payoff Master. This note then will be visible on the File Summary Screen and also within the Payoff Record itself.
We have added two new fields for 1099 Reporting! These fields are called 1099 Exempt and Foreign Entity. When selecting 1099 Exempt on the Seller Information Screen for an Individual Seller, they will not get a 1099 form, nor will they be reported on the Submission. This means you can have two sellers with split ownership and only one needs to be reported! If you check off Foreign Entity, this will check Box 5 on the 1099 Form (previously selecting Other/Foreign in the State drop down is what checked this off). We hope these enhancements make 1099 Filing easier for you!
Shiny users, you will notice two updated screen, Borrower Information and Seller Information! You now can easily enter International Addresses and we added a Forwarding Address for the Borrower! As well, the screens are more organized, we hope you like them!

January 25, 2021

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

Previously, if you sent an email with an attachment to the wrong party, you had to call Support to have a request put in to have the link disabled before the recipient was able to open it. We have now given you the ability! On the File Summary Screen, where you see your emails with attachments, you can click “Deactivate Link” and it will confirm if you really want to (this action cannot be undone). It will then indicate it had been deactivated, by who and when.
Many of you have voted on our Ideas Portal that you would benefit from having an integration with USPS and we have started researching this task! Please stay tuned for future Releases for when we complete this! Visit our community idea board to submit and vote on your favorite ideas. https://e-closing.ideas.aha.io .
We had another request to change the Bank Activity Report to show the Entity Name on the Bank Activity Report, if they weren’t an Individual. It will now display this way.
We have made an enhancement regarding the Legal Description and Documents. Sometimes, your legal description is long, and you would rather the section say something like “Please see attached Exhibit A”, which we currently can do, but we couldn’t add the Exhibit A. We now can! We can also not have it generate automatically and allow you to just generate the Exhibit A document on it’s own (if you don’t want or need several Exhibit A documents). For changes to documents, please reach out to Support as a Document Request.
Fund Members no longer have to provide the Prior Policy if the Prior Policy was with Old Republic National Title Insurance.
When generating First American Title CPLs, if you have a Second Party, like PCN, you can now select them and have your company information on the CPL as well.
We also have added Second Party CPL to the Fidelity Companies’ integration as well!
We have an exciting new feature to tell you about! You can now edit Saved Word Documents and have your changes be saved within the file. This will allow you to more easily edit saved Word Documents and save them back in the file. To use this feature, if you generate any document in Word and have it saved to the File, or if you upload a Word Document to the file, you will see this icon.

Once you click on this, it will open the document in Word and to save the changes back to the file,

simply click on this icon in the top left hand of the Word Document.

Now, whenever you generate, email or message this document to the Portal, it will have your new changes. Please note, this overrides the current copy, so if you want to have a history of changes, you would not want to use this option.

December 7, 2020

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

We relabeled the field “Show Status” to be a clearer. It now shows as “Show on Status Legend.”
You asked for it, and we have delivered! If you are a Shiny User, you can now open documents in Word, edit them and have them save automatically back in to the file! Previously, you had to save it to your computer then upload it. Now, with the click of the save button, it will save for you back in the file! More features like this will be coming in the future, so please stay tuned!
In Shiny, you will now see your Company Name on the header of your Whiteboard.
We also have another Lien Search Integration, Clear Choice! Go to Back Office then E-Closing Connect and scroll down to Clear Choice’s icon, click and enter your Log In information! Now, scroll to the bottom and click Update Connections. Go to your Property Information Screen and place an order!

November 16, 2020

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

We have an exciting new Integration to tell you about! If you write with Alliant National Title, you can now generate Jackets within your file, like you can with CPLs.
While talking about new integrations, we have another exciting new Integration to tell you about! You can now order Municipal Lien Searches and HOA Estoppel Letters right through E-Closing, without having to leave your file! Just enter your credentials for Property Debt Research in E-Closing Connect!
We now an easier way of generating, saving, emailing and sending Documents to the Portal.

November 2, 2020

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

For all of you Classic users, you will see an update to the Status Legend at the top of your Whiteboard (if you have Events on your Whiteboard). We hope this new look is easier to read!
Stewart has updated their CPL Fee in Virginia effective 11/1/2020 to $35. Any CPL generated via the Integration after 11/1/2020 will put a $35 CPL fee on the CD or HUD.
We have made an update to the 1099 File Summary Report. We added a column “FWD Addr”, which will indicate if there is a Seller’s Forwarding Address in the file. This is NOT a required field for the E-File Submission.
When saving documents to a file, you can now save them directly to a folder! When generating documents, if you select under your Company Name under “Message to Portal”, you will then see a drop down appear above to select which folder you want to save this to. You can also select this folder when generating a barcode! You can also set the default package.
For those in Florida and Connecticut, you can also use the CATIC TOPS (Title Oder Packaging System) integration on the Property Information Screen.

October 19, 2020

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

Shiny users will see a new Miscellaneous Change Screen. Stay tuned for more updates to the different screens!

We have made an enhancement with the Formation Entity Field. In the past, we have automatically inserted the verbiage, and if you wanted to change it, you needed to enter it on the Borrower or Seller Information Screen. To allow for more visibility, once you enter the address for the Borrower or Seller, we will populate the verbiage in the field for you. As an example:

**Please note, this only will show for NEW files or files you refresh the Zip Code in**

October 5, 2020

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

We will now automatically organize your Branch Product Orders files in a folder named Product Orders, once imported.
On the Bank Account Register screen, we now will list your last 12 Reconciliation Statement Dates. This way, if the Statement Date was anything other than the last day of the month, you know the exact date of that Statement End Date. If you then click on the date, it will fill in in the Statement Date field so you can then select which reports you want to generate.
When you Upload Search Results sent to you (in .XML or .PXT format), we now will save the file you uploaded in your Scanned/Saved Documents section. This will allow you to see when they were uploaded and by whom.
We have finished Phase Two of the PropLogix Integration, which will now allow you to order Estoppels and Tax Certificates, as well as the previously released Lien Searches.
We have an exciting new Integration to tell you about! CATIC Title Search! The CATIC Title Search integration allows you to order and receive title search products from CATIC directly from the property information screen.

September 21, 2020

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

We have added two new Businesses to the list of Short Cut names for the HUD Defaults and HUD/CD. These are Plot Plan and Abstractor. Enter those and we will pull the Plot Plan Engineer, or the Abstractor assigned to the file. If you don’t know about this wonderful feature, please reach out to Support and we can help you!
We have added the CPL Fee for Old Republic TN files to automatically charge $50 when a CPL is generated using the integration when the underwriter is Old Republic and the Property State is in Tennessee.
We have added two additional Pro-Rations to everyone’s account! These are Rent Collected and Rent Paid.
Shiny users, you will see an updated Escrow Accounting Screen, which is hopefully easier to read. You can also “hide” the individual disbursements and just see the net of the check. We hope you like the new layout.

Are you wondering what Integrations we have?? Please go to Back Office/E-Closing Connect to see all the integrations we currently have! We are also working on many others, so please stay tuned to future Releases! Underwriters, FedEx, UPS, IRS 1099 E-File are just a few!

September 7, 2020

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

We have made an update to hopefully clarify the “Previous Endorsements” section on the Title Policy Screen. The purpose of this section is to show you what endorsements had been selected previously, if you make a change to the Underwriter, Commitment Effective Date and in some cases, the Jacket Type/Category. We display the endorsements you had previously selected so you can know which ones they were and can check them off again. We changed the display message however to this “WARNING: Endorsements have been charged/checked off twice. Please uncheck the Endorsements that do not apply or are duplicated.”
For all the Shiny Users, you will see a new card on the File Summary Page called “Integration”. This is where we show integrations like Notary Loop, Safe Escrow and require (curative).

August 24, 2020

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

We have increased the size of the Tax Notes Field to hold 1,000 characters!
When you save a document for a Portal User, you will now see a little icon and if you hover
over it, you will see which Portal Users you sent the document to within Document Management.
On the Chain of Title Screen, we have made a change so that if you change the Grantee Name, it will update the Current Owner field on the Property Information screen.
CPL Fee Updates: a. Added $30 NATIC VA effective 9/1/2020
We have added a new checkbox on the Payoff Information Screen “Do Not Reduce Total”. The new field will allow you to override the payoff calculation. Simply click the box “Do Not Reduce Total. This will allow the amount in the Total Due field to populate to the CD or HUD.

If the close date changes and that date is past the Calculated thru date, E-Closing will begin to calculate the per diem as of the new close date and will update the New Payoff Total field.

If your company would like this new feature selected for all new files, please go to the Rolodex and select “This Company” in the Business type field. Click on your company name and your company Rolodex screen will populate. Scroll to the middle of the page and you will find the new field “Payoffs – Do Not Reduce Total Due”. If you click the box in your here company Rolodex it will check the box in any new file when a payoff is created. Please note that it will not impact any existing files.

August 10, 2020

We have some exciting new features to tell you about! If you have questions about any of the new
features, please feel free to reach out to Support and we will be more than happy to assist you!

On the Interest Rate Type drop-down menu on the Financial Information Screen we have added
a new Rate type labeled, Adjustable. This will function similarly to Variable.
Many of you needed a Third Party option for who was holding the Ernst Money Deposit. You will
now see Third Party as an option and, similar to This Company, the deposit action should be
Brought To Closing.
We've added the following CPL Fees:
a. First American Title Insurance Company - MD - $45 effective 6/27/2020
b. Old Republic Title Insurance Company - DC - $50 effective 7/16/2020
c. CATIC - RI - $35 effective 9/1/2020
Document folders – Support has been added for adding/removing company level folders, along
with editing/adding file level folders.
Coming soon! Customizable Notary and Signature Blocks!
Also, the ability to edit documents in Word and have them automatically save to the file! (Word
Online and WebDav Editor) Stay tuned for updates!

July 13, 2020

We have some exciting new features to tell you about! If you have questions about any of the new
features, please feel free to reach out to Support and we will be more than happy to assist you!

1) We have an exciting new feature to tell you about! You can now create Folders to organize your
Scanned/Saved documents in! You can create them at the Company Level or on an individual
file. To create Company Wide folders, simply go to the Rolodex for THIS COMPANY. You will
see where you can create new folders. Give it a name (Title Docs) and then select if you want
that Folder to appear for all loan purposes or only Purchases! Hit update at the bottom and now,
when in a file you will see that folder. To add documents there, simply drag and drop them (While
on the Document Management Screen).

You can also make FILE specific folders, if you have a file that needs a little more organizing then
most! Simply go to Document Management within the file and click the + Add Folder button to
create a new one. It will then function the same way, where you just drag and drop to add
documents to that folder.

2) We have made an enhancement to the Boilerplates in Text Description. You can now create
them to pull multiple property addresses. When creating a boilerplate now, you will see “Process
Type”. It will default to NONE, and will work how they have always worked. If you select
“Property”, it will pull one record per property. Please call Support for assistance, if needed!

3) You can now easily search your boilerplates to find the one you need! In the blank box above the
boilerplates, simply type “tax” or whichever words you are looking for, and it will filter them for
you.

4) We have expanded the Search Options to allow you to search by Condo Association and Plat
Book/Page from your Whiteboard. Simply type the Plat Book number/Page and it will search files
with that combination!

5) We added a new field last Sprint, called the Mortgage Contingency Date. We have now added
that as an option to add to your Whiteboard! Simply go to Back Office/Misc Change/Whiteboard
Set up to add the column.

6) On your HUD, GFE HUD and CD, if your file has multiple properties, it will list ‘SEE ADDENDUM”
in the Property Section at the top. You can then generate and attach the document we added
called “Multiple Properties Address Addendum”

June 8, 2020

We have some exciting new features to tell you about! If you have questions about any of the new
features, please feel free to reach out to Support and we will be more than happy to assist you!

1) We have added an enhancement to the Bank Reconciliation Screen. If you have a block of
Checks or Wires that need to be checked off, and don’t want to click each one individually, we
have a fix for that! Simply hold SHIFT, click a checkbox, select another one, and all items in
between the two will become checked off!

2) We are now displaying the hyphen in the Jacket Number on the Title Policy Screen (and
documents) for Old Republic Jacket Numbers.

3) You may have noticed that we added a Multiple Properties feature on the Property Information
Screen. We need YOUR feedback on how to make it even better! Please let us know if you
need the other properties to appear on documents, etc and we will work on improving this great
feature!

4) An enhancement has been made on the Closing Portal. If you have a Borrower or Seller and
they have only one file, we bring them immediately to the “Summary” page of the Portal, as
opposed to the “Select File” screen.

5) Previously, when generating a UPS label, the image was quite large and didn’t fit in the envelope.
We have made it so that it generates smaller, so it will now fit in the shipping envelope.

6) Once you have Remitted your Policy to First American, we will no longer continue to check for
updates on the Property Information Screen, for their Search Orders integration. You will now
see a message that says “ This file is Closed on AgentNet. Log in to AgentNet for more
information”.

7) We have added a Cellphone Field for the Individual Trustees on the Borrower and Seller
Screens.

8) Thanks to some feedback, we added on the Manual Checks/Wires screen two new buttons
“Check All” and “Uncheck All”. This is handy when you have multiple disbursements to the same
payee you need to include in one Wire or one Manual Check.

9) We have added the West Virginia Non-Resident Withholding Tax to the HUD/CD, if the Primary
Seller isn’t a resident of WV. You will now see a checkbox you can select to indicate they are a
Non-Resident, and we will calculate 2.5% of the Seller Proceeds (minus credits) and we also
have the form needed as well.

10) We have added two more Quick Filters, Files Closing in 20 Days and Files Closing in 30 Days.
These work the same as the others, it will filter your Whiteboard to show files closing in 20 or 30
days, and you can also export the list into Excel.

11) You can now enter Realtor Broker Commissions by percentage! You will now see two options,
PCT and AMT. If you select PCT and enter the percentage amount (no % sign needed!), we will
calculate based on the Purchase Price and when you change the purchase price, we will
automatically update the Commission amounts! However, if you get a flat amount, you can select
AMT and enter the dollar amount. We will not update this amount if the purchase price changes.

12) Connecticut has a new second tier “mansion tax” that is added to their State Conveyance Tax.
This applies to residential property only. This will go in to effect on July 1, 2020.

Conveyance taxes for residential due to the state will now look as follows;
$800,000.00 or less = .75%
Portion that exceeds $800,000.00 up to $2,500,00.00 = 1.25%
Portion that exceeds $2,500,00.00 = 2.25%

13) We have expanded the fields on the Property Screen for Parcel ID and Subdivision. Parcel
ID is now 40 characters and Subdivision is now 70 characters.

14) We have added a Mortgage Contingency Date on the Financial Information Screen.

15) For clients in New Jersey, we have released the Charles Jones Integration, which will allow
you to search for Judgements and perform the Patriot Act Search. More products will be coming
in the future!

16) We also have released the Skyline Lien Search Integration, which you can access on the
Property Information Screen (once you have entered your credentials in E-Closing Connect!)

17) Another exciting integration we have released is the Proplogix Municipal Lien Search
integration. Again, simply add your credentials to E-Closing Connect and voila! Head on over to
the Property Information Screen and start your search!

May 11, 2020

We have some exciting new features to tell you about! If you have questions about any of the new
features, please feel free to reach out to Support and we will be more than happy to assist you!

1) We have added the ability to filter your Whiteboard by some additional Business Types.
Previously you had the options of Teams or Processor, but we have added Processor 2,
Examiner, Attorney or Other Employee.

2) We have added the ability to further customize HUD Defaults, now by County. This way, if you
have certain fees in different areas, you can set Defaults for that specific county.

3) If you use UPS and have negotiated rates with them, the correct charges will now show when you
generate a UPS label.

4) We have added the ability to generate Payoff Letters for Borrower Only, Seller Only or both. This
way, if you are sending the letters through the Portal, you can easily send them to the proper
parties.

5) ECDT Only - When you search for files, if there are multiple files with the criteria, we now will also
include the Borrower/Seller names to more easily distinguish the files.

6) ECDT Only - We have moved Upload File to be under the Documents Section, as this was more
intuitive to have it here, then in Maintain File.

7) If a Closing Portal User is tied to multiple files, they can now search/filter the files they are looking
for by File Number/Close Date/Loan Type/Address. This way, they can just type in the
information pertaining to the file they need and it will get filtered out.

8) ECDT Only - For Fund Policy Upload, we have removed the ability to upload Jackets, as this was
causing issues when sending the Policies through the integration and The Fund doesn’t need the
Jacket.

9) When creating Borrowers or Sellers as Closing Portal users, many of you were getting push back
on acquiring the Borrower’s SSN so we are tying the credentials to the cell phone, as this is still a
required field and should be unique.

10) On the Void Checks Screen, we have also added the ability to void Wires, instead of having to
click on each item in the wire to change it back to a check.

11) In Florida, we have added the ePN Integration for document recording (In BETA testing)

12) When writing with Old Republic National Title Insurance Company, you can now upload your
Policies directly from the Title Policy Screen in E-Closing!

April 6, 2020

We have some exciting new features to tell you about! If you have questions about any of the new
features, please feel free to reach out to Support and we will be more than happy to assist you!

1) For FLORIDA files ONLY – Ernst added some additional questions to calculate the Intangible
Taxes, based on the Jurisdiction the property is located in. For more information, please see
article on our Help Desk here: https://eclosing.zendesk.com/hc/en-us/articles/360041854651-
Florida-Intangible-Tax-Change

2) When printing a Shipping Label with UPS and selecting the option to generate a Return Label,
the Return Label was still be created with the Original Recipient’s Address, not your Company.
This has been resolved so you can now generate a proper return label.

Monday, March 9, 2020

Escrow Detail by File

We have had numerous requests to condense the Escrow Detail by File so that in most cases it would print on a single page. We've also been asked to change the page orientation from Landscape to Portrait. Both of these changes have been made and we hope you find the new layout of the Escrow Detail by File to be more intuitive and easier to read!

Examiner Field

We have added a new field called “Examiner”, which can be added under This Company or Settlement Agency, in the Rolodex. You will then be able to select the Examiner when you create a file or under Maintain File/Misc Change. Just like with the other business types, you will be able to email them, assign Events/Tasks, add Examiner to your Whiteboard and see who the Examiner is on the file from the File Summary page.

E-Closing DT User Interface Changes

We have changed the display name of the documents in the Scanned/Saved changes are to show the title of the document and not the document name.
Files with overdue events will now be marked on the Whiteboard with a Red background row color.

Monday, March 9, 2020

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

For Shiny users, we made a change in how the document names in the “Saved Reports and Uploaded Documents” are being displayed. We now show the actual title of the Document and not file name.
In Shiny, if you had Events that were set up as Alert When Overdue, the Whiteboard wasn’t properly alerting you, by turning the line red on the Whiteboard. It will now make that file’s line red if an event tied to that file is overdue.
We hope you like the changes we made to the Escrow Detail by File Report! We changed it to Portrait instead of Landscape, made the Header two columns, removed the last column “Balance”, made the amounts line up better, and any Lender Net Funded items now get included in the top section where it calculates the Lender’s Expected Funds. This should hopefully make this report easier to read!
We have added a new field called “Examiner”, which can be added under This Company or Settlement Agency. You will then be able to select the Examiner when you create the file or under Maintain File/Misc Change. Just like with the other business types, you will be able to email them, assign Events/Tasks, add Examiner to your Whiteboard and see who the Examiner is on the file from the File Summary page.
We also added a new field on the Chain of Title Screen “Date Signed” to be able to add the Notary or Acknowledgement Date.

Bug Fixes/Internal

For Admin users, we have added in the File Sequence Number and the Company Sequence Number on the File Summary Page in Shiny, so we no longer have to change the Page Layouts from Shiny to Classic to get that information.
If a user didn’t have CPL Credentials entered in E-Closing Connect for Old Republic, they won’t see the Generate CPL or Closing Protection Letter Website Links. Previously they got a box that didn’t provide any information telling them that they didn’t have credentials.
The Dev team is still hard at work at many Integrations!
- ATIDS
- CATIC Title Search
- ePN (which is in beta testing!)
- ORT Policy Upload
- Skyline Lien Search
- Charles Jones

Wednesday, February 5, 2020

We have some exciting new features to tell you about! If you have questions about any of the new
features, please feel free to reach out to Support and we will be more than happy to assist you

1) As noted on our Release Notes icon on January 22nd, we made some enhancements to the Title
Policy page in regards to endorsements.

We have added some enhancements to the Title Policy Page, in regards to the Endorsements.
This was put in effect so that when you change the Commitment Effective Date, Jacket Type (for
some Underwriters) or the Underwriter, you will be notified that the Endorsement List has
changed. If you already had some endorsements checked off, making the above changes
causes the endorsement list to reload and unchecking previously checked endorsements. We
have added two additional alerts to the screen, so you know what endorsements had been
checked off and also a confirmation message when you try to update the screen.

Basically, the way this works is that when you change the Commitment Effective Date, Jacket
Type, or Underwriter, it will display your Old Endorsements like this below the current list of
endorsements:

Also, when you go to update the screen, whether you have checked the new endorsements off or
not, we put a message, asking if you wish to exit the screen. If you select Yes, all previous
endorsements will go away, and hopefully you have remembered to check off the new ones. If
you say No, it will keep you on the page. You will still get the warning message, but as long as
you are satisfied with the endorsements checked off, then you can click Yes.

2) You can now add an Insurance Agent to your Insurance Companies (Hazard, Mortgage or
Flood Insurance). This used to just be a field you would manually type the name, but now you
can add them in the Rolodex and have their name in the drop down, so you don’t have to type it
each time.

3) Here is an exciting new feature! Consolidated Wires! This will be useful for those who need to
combine wires from multiple files, like your Simplifile payments! This functions similarly to
Consolidated Checks. Within your files, click on the disbursements you wish to include in the
Consolidated Wire and change the payment method to Consolidated Check/Wire. Once you are
done, you can now go back to your Whiteboard and go to Escrow Accounting/Consolidated
Checks. Here you can check off all the items you wish to include in a wire (Please note, within
each file, the payee name has to be the same in order for them to be combined together in
Consolidated Check/Wire) and under the Bank Name, you will see a box that says “Make wire
transfer”. This will post the checked items as a wire. Once you post, the screen will refresh, so if
you need to post any others, or print a consolidated check you can.

Bug Fixes/Internal
1) There was an issue with the Forgot Password function. If you used the Forgot Password link
and went to use it again, then you would get a blank page, unless you used a different browser or
cleared your cookies/history/cache. We have implemented a fix so this doesn’t happen any
more.

2) Similar to the issue we fixed last Sprint with the leading spaces before the Borrower or Seller
Names, we have also implemented a fix for Lender/Corporation names as well (Basically,
anything entered in the Rolodex). Now, if you enter a space and then the name, when you leave
the field, the system will automatically remove the space.

3) Our Developers are still hard at work on integrations as well!

ATIDS
CATIC Title Search
ePN
ORT Search
ORT Policy Upload
Skyline Lien Search
Charles Jones

Wednesday, January 22, 2020

When you change the Commitment Effective Date, Jacket Type, or Underwriter, it will display your Old Endorsements like this:

Below the list of Endorsements.

Also, when you go to update the screen, whether you have checked the new endorsements off or not, we put a message, asking if you wish to exit the screen. If you select Yes, all previous endorsements will go away, and hopefully you have remembered to check off the new ones. If you say No, it will keep you on the page. You will still get the warning message, but as long as you are satisfied with the endorsements checked off, then you can click Yes.

Monday, January 6th 2020

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

When emailing from the File Summary Page in Shiny, users were experiencing an issue where the attachments that were associated with that file, were sometimes not showing up as being available to attach to the email. This issue has been resolved.
Shiny Users may have noticed when one of their Portal Users messaged them, they didn’t see the Messages Icon on their Whiteboard. This has been resolved, so now you will see an envelope next to the file you have a message that has not been read.
The refresh icon on the Shiny Whiteboard now more accurately changes colors, indicating when you should refresh your Whiteboard to see any new changes.
You will now be able to enter dollar amounts for your Seller’s ownership for 1099 documents! On the Primary Seller Screen, you will see two options: PCT and AMT. Whichever option you choose, will dictate what fields you see for the Co-Sellers. If you choose to enter AMT, you will want to fill in the dollar amount for the other Co-Sellers as well, just like you do for the %. This will transfer over to the Form 1099-s, 1099 Summary and 1099 Submission.
Some users in Shiny noticed, if they had the column Seller/Borrower, that it didn’t line up like Borrower/Seller. This has been resolved and so the formatting is consistent.
In the Shiny View, you didn’t see any indication that a document you uploaded through the Drop Files button, had completed. The screen will now automatically refresh when the document has finished uploading, so you can see it in the file.
We have made some improvements on the Reconciliation Feature, to allow users to use that for Daily Clearing, instead of using the Clear Bank Entries Screen. The benefit to this, is this that you can see your balances on the screen, to know if you are missing any items.
Some users were experiencing an issue when trying to change the Endorsement Charges for some underwriters. When the user would enter the new price and update the Title Policy Screen, it reverted the amount back to the original amount. This has been resolved. PLEASE NOTE, you still are unable to change % based endorsements, as these are calculated based on the % of the premium and cannot be changed, we will automatically recalculate the amounts.
If your User Settings are set to allow you to edit File Summary Notes, users in Shiny may have noticed there was no Edit button. Now, if you click on a note, you can click Edit Note, and edit it and save changes. If you need to delete the note, simply remove all information in the Note, and update and it will delete.
If you enter a file number that doesn’t exist, in Shiny, you will now get a message that says “ No files were found searching for ‘______’. “

Monday, December 9th 2019

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

1) We have made a couple of changes in regard to the Ernst Lookup Screen!

A) When you use the Ernst Lookup Screen; entering your numbers and answering questions, when you go back the screen, you will notice two things. The first is that the selections you made the last time will still show and the second is that it will display the last time you did a lookup.

B) If you use the Ernst Lookup Screen, then make changes to the Purchase Price or the Loan Amount, we will still alert you that you need to recalculate the Ernst Lookup, but we now will highlight the recording section on the HUD/CD in yellow. This will alert you that you made a change to the file that effects the recording calculations and you need to recalculate them in the Ernst Lookup screen.

2) We have enhanced the Check Register Query to allow you to search Reference Numbers for posted receipts. Previously, you could only search disbursements, but we have opened it up to allow you to search receipts as well!

3) We have added a new field to the Payoff Master and Payoff Information Screen, allowing you to enter an email address for your Payoff records. This will allow you to easily email Payoff letters in Document Management, without having to search for and type in their email address each time. There are two ways you can update/add the email address. The first is as you are entering a new payoff, enter the email address and you will see a button to “Update Remit to Information” and this will update the Payoff Master Record for you, for future files. The next is directly in the Payoff Master, which can be accessed by going from your Whiteboard to Back Office/Misc Menu and then Manage Payoff Master.

4) We have updated the Information Message on the Create File Screen, if you have a file already created, with a similar borrower name. This informational message used to pop up once the file was already created, but this will give you the information before hand, so you can decide if you want to proceed with creating the file. We have also improved the Property Search as well, so if you enter an address and zip code, and it matches another one on file, it will display a message as well.

5) The Search feature on the Whiteboard should show you a more relevant list then before.

6) We are continuing to update Endorsements for various underwriters and states. Please make sure you are using the Commitment Effective Date so that your current files aren’t effected by the changes.

7) We were made aware of a rule change for the CD, pertaining to when the AP table should be disclosed. We have updated the CD, so the AP table will only appear when the Interest Type is a Balloon or 2-Step.

8) For users with The Fund, a division of the Underwriter, Old Republic National Title Co. we have updated the icons in Classic View for the BPO Whiteboard and Policy Payment Whiteboard.

9) For users with The Fund, a division of the Underwriter, Old Republic National Title Co. we will now also remove any special characters from the file names before you upload them through the integration.

10) We have increased the size of the documents allowed for Drag and Drop Documents to 33MB!

11) We have limited the file extensions you are able to upload to a file to :-pdf, -txt, -doc, -docx, -png, -rtf, -gif, -jpegs, -tif, and -html .

Thursday, November 14th, 2019

We made an improvement to the Excess Deposit line on the CD so that the description can be modified without impacting Escrow Accounting or the ALTA Settlement Statement. In the past, modifying the description would have resulted in the ALTA Settlement Statement and Escrow Accounting screens to not properly account for the Excess Deposit.

Monday, November 11th, 2019

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

Although we don’t recommend using Internet Explorer, as it is no longer being supported by Microsoft, we have updated the First American Policy Upload integration to allow you to load a policy from your Local File. We have also limited the types of files you can send over, to ensure the right file type gets uploaded. The document types that are allowed are; .PDF, .DOC, .DOCX, and .RTF.
We have updated the Branch Product Orders integration with The Fund, a division of the Underwriter, Old Republic National Title Co., to have the “need by date” show business days.
For users with The Fund, a division of the Underwriter, Old Republic National Title Co, we have updated the File Summary Page to now show the Shipping Labels.
We have added a new way to set your file numbers when you create your first file for the new year! When you go to Create File or Copy to New File, you will be given 3 options for file numbers:

a) Reset to 1 (this will start your file numbers to 2020-1)
b) Continue from current (if you ended 2019 with file 2019-123, your new file will be 2020-124)
c) Start at ____ (you can select what number you want them to start at, for instance, 2020-1000)

Please note that you can’t have numbers with preceding zeros, if you enter 001, we will start you at 2020-1.

You can also call our support line and we can set this for you as well.

5) We have completed the Fund Policy Upload Integration with The Fund, a division of the Underwriter, Old Republic National Title Co. This will allow you to upload your Policies from your Local File, Scanned/Saved within your ECDT File or from Generate Documents.

6) We continue to update the Endorsement Lists in various States and with various Underwriters. Please make sure you are using the Commitment Effective Date Field, so that you get the proper list.

Monday, November 4th, 2019

We have added a new question in Lookup Ernst for MA ( Duke County Only): “ Is the buyer(s) eligible for the first-time home buyer exemption?”

If it is YES/True, it will exempt the first $480,000 of the Estimated Value from the 2% Land Bank Tax.

A NO answer applies the 2% tax to the whole Estimated Value.

Monday, October 7th, 2019

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

We have renamed Clear Field Modified Flags to Clear Manual Entry, to help it be a little more intuitive as to how to clear out manual changes on the HUD and CD (lines in green).
We have added the CPL fee to automatically populate to the HUD/CD if you generate a CPL with Old Republic in NC, via the integration.

Also, we are continuing to update the Endorsement Lists in E-Closing, so please make sure you are using Commitment Effective Dates, so that your current files aren't affected when the list gets updated.

Monday, August 26th 2019

In your Boilerplates, if you enter text and surround it with double square brackets, you will get fill-in areas on the Text Description Screen. For example, if you want the Recording Date and Time in a boilerplate, in "Manage Boilerplates" put [[Date Recorded]] and [[Time Recorded]] like below:

A mortgage from <<Borrower_names_anded>>, recorded on [[Date Recorded]] at [[Time Recorded]].

Now, in a file, chose the Text Description you want it to go in (Insured Mortgage/Assignment), chose the Group you put the Boilerplate in, then chose the Boilerplate and the screen will look like this:

Simply type the date in the "Date Recorded" box and the "Time Recorded" box and hit tab, and the information will fill out as follows:

Monday, August 12th 2019

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

We have made a few updates to the Common Report that you can access in ReportWriter. We have added the ability to pull the status of the file. You can have it pull ALL, Active, Closed or Cancelled. You can also add that as one of the columns, so if you select “ALL”, then you can see the status of each file on the report. We have also added the ability to use the File ID (the automatic file number) or the Lookup Number (your custom file number). We have also added “Title Processor” to the list to chose from.
We are continuing to update Endorsements for all underwriters and states. Please make sure you are using the Commitment Effective Date on the Title Policy Screen. We use that date to make updated rates and endorsements only effect files after a certain date. If you don’t enter a date, you will get the most up-to-date, which can cause changes in your current files.
If you enter Flood Insurance in to the Insurance Information Screen, we will now auto-populate it to Section G (1000), similar to how the Homeowner’s Insurance functions.
On August 1 st , we released the new Stewart Jacket Integration. You can now generate Jackets, as well as CPLs directly in your E-Closing File.
We have updated the Old Republic EZ-Jacket integration so that CPL fees will be sent to EZ-Jacket when CPL's are generated through E-Closing.
You can now switch between Classic and "Shiny" without having to Log out and Log back in.

Thursday, July 11th 2019

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

Under Whiteboard Setup, we have added an additional filter, “Use Attorney”. This functions the same way as “Use Team” or “Use Processor” but you can have it filter out by the attorney associated with the file.
We have added the Payoff Description to the File Summary Screen, so you can see at a glance what each payoff record is for.
In the Text Message and Email users get informing them they have an unread message in the portal, it now references the file number and the street address.
We will now alert users with The Fund, a division of the Underwriter, Old Republic National Title Co., if when entering a Lookup number, if any characters you are trying to use aren’t accepted. That field only accepts alphanumeric characters, dashes, underscores and periods.
When using Checklists, if your event has a Schedule Completion based on the Close Date, if you update the Close Date in the file, and the event hasn’t been completed yet, we will update the Scheduled Completion Date automatically for you.
Great news! When using the CATIC integration, when you void a CPL, it will now void it on CATIC’s side as well. Previously, it would be voided in E-Closing, but you would still have to log on to CATIC’s site and void it there as well. Now, with the click of a button, it will be voided on both sides!
As members of The Fund, a division of the Underwriter, Old Republic National Title Co., you will have stock boilerplates to help fill out your Commitment and Policies that will be updated yearly. These boilerplates will not be allowed to be changed, and will be marked with (Read Only) next to the name. You can view them, but are not allowed to make changes to them. You will be able to create your own boilerplates, which won’t be effected by the yearly updates, however.

Finally, we continue to stress the importance of secure communication through our Closing Portal. If you haven't tried it out we would highly encourage you to do so and to start using the closing portal for all closing related communication. There has been an increase in targeted phishing attacks aimed at consumers, realtors and settlement agents. Secure encrypted communication, like what is provided through the Closing Portal, is an easy way to protect yourself and your clients. If you have any questions about the Closing Portal we have resources available in our help desk and you are always welcomed to call us for support.

Monday, June 10th 2019

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

When generating CPLs with First American, some states have multiple covered parties options; Lender, Buyer/Borrower and/or Seller. With this change, each CPL you generate, will generate a CPL charge (if one is charged in your state) for each CPL. The Lender and Buyer/Borrower will show in Section C of the CD (the 1100 Section on the HUD and GFE HUD) and the Seller fee will show in Section H of the CD (1110 Section on the HUD and GFE HUD)
We have added a new error message on the Financial Information Screen. If your file is a REFI and you don’t have a Lender selected, we will let you know this and that we can’t calculate the various dates. To resolve, please go to Maintain File/Lender Information and select a Lender from the list. This way we will be able to calculate the Rescission, Disbursement, First Payment Date and Maturity Dates.
We are continuing to work on updating the Endorsement prices in all states for all underwriters. It is very important that you use the Commitment Effective Date on all of your files, as we load new rates and endorsements based on this date (with very few exceptions). If you do not have a date entered here, the latest list will appear, which will uncheck all previously selected endorsements. We are making these changes as part of enhancements to some integrations, and also to make sure the latest list of endorsements is available.

Thursday, June 6th 2019

When you generate a CPL for CATIC files using the integration in MA, a $25 CPL charge will now appear on your Settlement Statement, effective June 1st.

Friday, May 3rd 2019

We have some exciting new features to tell you about! If you have questions about any of the new features, please feel free to reach out to Support and we will be more than happy to assist you!

For clients with The Fund, a division of the Underwriter, Old Republic National Title, on the Title Policy Screen, in the Prior Policy Section, instead of the Underwriter field being fillable, you can simply select from an Underwriter already in your Rolodex.
We have added an informational message to the Title Policy Screen as well. In the Prior Policy Section, we added the note “This data is just informational and is not used in policy calculations.” This was to help with some confusion when entering information for the Prior Policy. As always, if you need to provide a discount on the policy, please be sure to enter it at the top of the page, where the Premiums get entered.
We have updated the NH DRA forms, CD-57-P and CD-57-S to generate additional forms if there are more than two Purchasers (P) or Sellers (S).

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