In the Product Details section, select the Transaction Type from the drop-down menu.
Continue by selecting the Product Type from the drop-down menu and complete all required fields (*please note that Product Types listed in the drop-down menu change based on the specific Transaction Type selected).
Click the “Continue” button to proceed to the next section.
In the Property section, enter the property information including the complete address and Short Legal Description (*the Long Legal Description can also be attached as a document, click the “Choose File” button to upload from your computer).
Click the “Continue” button to proceed to the next section.
In the Buyers section, select the Entity Type and enter the appropriate information (*please note the fields will change based on the entity you select).
The Buyers section has other dynamic fields. On the individual Entity Type, changing the Marital Status will automatically add co-borrower fields so you can enter the spouse’s information.
If you need to add another buyer, click the “Add Buyer” button. Multiple buyers can be added.
To remove a buyer, click the “Remove Buyer” button.
Enter the appropriate information for the buyers and click the “Continue” button to proceed to the next section.
In the Policies Section, enter the appropriate information for the Policies to be issued and any prior policies. Multiple Policy Types can be added, however, only one Owner’s policy can be issued.
Policies can be removed by clicking on the “Remove Policy” button.
In the Documents/Special Instructions Section, enter any special instructions to assist with your order. You can also attach multiple documents if needed. Click the “Choose File” button to upload a document from your computer.
To remove a document, click the “Remove File” button.
Once all information has been entered, click the “Submit Order” button.
