© 2013 Ticor Title | tt_cwp_122013_v1_3 Customer Web Portal Overview Simply, Connected to your order.

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Presentation transcript:

© 2013 Ticor Title | tt_cwp_122013_v1_3 Customer Web Portal Overview Simply, Connected to your order.

© 2013 Ticor Title | tt_cwp_122013_v1_3 customer.ticortitle.com Our customer web portal provides you 24/7 online access to place orders, track order status, view documents, get pricing information conveniently from the office, tablet, or mobile device. Place Orders Easily place orders online with the operations you work with everyday. Check Status Find the latest information about your orders by looking the loan number, borrowers last name, order date, or escrow number. View Documents PDF Document related to the order are organized and easily viewed via the customer web portal. Calculate Rates Through the online rate calculator you can estimate the costs associated with a specific order. 2 Within the Customer Web Portal you can:

© 2013 Ticor Title | tt_cwp_122013_v1_3 Easily place orders online. Orders 3

© 2013 Ticor Title | tt_cwp_122013_v1_3 Submitting and order online via the Customer Web Portal is easy. Simply Click on the “Place Orders” tab and complete required info. Orders 4 Available branches will be listed here. Available escrow officers will be listed here.

© 2013 Ticor Title | tt_cwp_122013_v1_3 Once all the required information has been entered click the “submit order” button. Orders 5 Upon the successful submission of your order, a confirmation screen will appear.

© 2013 Ticor Title | tt_cwp_122013_v1_3 Click on the “Check Status” tab and enter information in the chosen field and click submit Status 6 You may also search order by the options listed here. Use your preferred method for order lookup.

© 2013 Ticor Title | tt_cwp_122013_v1_3 Click on the link for the order found in the search results. Status 7

© 2013 Ticor Title | tt_cwp_122013_v1_3 Order detail information including date and time of task completion. Status Status posted to Customer Web Portal include: Date order received Preliminary Report/Commitment delivered to customer Clear to close Lender Docs /Instructions Received Estimated HUD delivered to client Signing Scheduled Loan disbursed File recorded Final HUD sent to client for review Final Policy delivered 8

© 2013 Ticor Title | tt_cwp_122013_v1_3 Status information feeds into the reports that can be delivered on a daily, weekly, or monthly basis. Report Card 9

© 2013 Ticor Title | tt_cwp_122013_v1_3 PDF Documents related to the order are organized and easily viewed via the customer web portal. Documents The following are examples of documents available on the Customer Web Portal: Title commitment / preliminary title report Payoff demand(s), liens, judgments, HOA demand(s) Estimated HUD-1 and any/all instructions/provisions Funding package/documents – signed note, mortgage, HUD-1, TIL, right to cancel, POA (if any), trust documents (if any), HELOC (if any) Copy of recorded documents Final HUD-1 Copy of Final Title Policy 10

© 2013 Ticor Title | tt_cwp_122013_v1_3 Click on the “Rate Calculator” link on the home page of the Customer Web Portal. Rates 11

© 2013 Ticor Title | tt_cwp_122013_v1_3 Enter your username and password when prompted. Rates 12

© 2013 Ticor Title | tt_cwp_122013_v1_3 Enter the required information to calculate the rate. Rates Enter all information in the required fields (*). Then click on the “Add Endorsements and Recording Fees” button. 13

© 2013 Ticor Title | tt_cwp_122013_v1_3 Click on the box next to the endorsement you would like to add into the fee quote and then click the “Get Estimates” button. Rates Then click on the “Get Estimates” button. 14

© 2013 Ticor Title | tt_cwp_122013_v1_3 A fee estimate will be generated. This estimate can be saved, ed, or printed. Rates 15

© 2013 Ticor Title | tt_cwp_122013_v1_3 Customer Web Portal Overview Simply, Connected to your order.