V3.1.15 External User Manual
Contents
1. this icon will take you to the File Summary window for the file W this icon if visible indicates there are documents available for viewing and clicking on the icon will take you to the Documents window where the documents will be listed and the Acrobat PDF icon l on that window will open the document selected for viewing this icon if visible indicates that there is Tracking information available for viewing for the file Upon clicking on the File Summary icon for a particular file a window like that shown below will be presented File Summary E Print 2 Email mi Remove From Watch List Upload File k4 View Email Log Refresh Across the top of the screen are action icons Branch Information S5Main Office 602 866 8199 Escrow Officer 83 Sherri Lamb 602 866 8199 Escrow Humber 00000070 Transaction Type Residential Refinance Summary Title Info Prelim Distribution ey Print generates a file summary report that can be p ri nted Property Address Buyers Borrowers Listing Broker 123 Test Road Los Angeles CA p i Sellers Selling Broker Tax Parcel Humber Email will prepare an HO Pata email of the file summary Saesprice 24 Outside User Inc data and let the user select sate opened Marketing Reps who to send it to 05 02201 Est Close Date Documents if available may also be attached to the email li Remove From Watch Actual Close Date Date Reco2. 0 00 Marketing Reps Date Opened 05 02 2011 Est Close Date Actual Close Date Date Recorded Prelim Commitment Release Date The Summary tab on the File Summary window displays the top level order information This information is read only and cannot be changed Once an order is on your Watch List it is not available for any modifications in Impact Online If any modifications or deletions of this information are necessary you will need to contact the Title and Escrow Company to which the order was submitted Title Info Tab The Title Info tab will present information if available in the database on the status of the title work for the file Information that may be presented include Searcher s Initials Date the file went into Searching the Examiner s Initials Date the file went to the Examiner the Policy Typist s Initials and the Date the policy ies were Typed This data must be entered by the Title Department as the file moves through the process Also a Pre Audit Settlement Statement can be generated from this screen Tracking Tab The Tracking tab if available will present whatever tracking events the Company has configured the file for The Tracking tab will present with a green checkmark if there are entries on the tab The listing will present Descriptions of the events the Date Ordered started the Date Received completed and any Comments the Company s employees have entered related to the events I
3. Forgot your Password If you have forgotten your Password click on the Forgot your Password link on the Impact Online Login screen next to the Password label A Reset Password screen will be presented as shown here Enter your Username and Email address likely will be the same values and then click on the Reset button The Username and Email address must match data in the system or an error message will be presented If a match Reset Password Username Email is found the system will generate a new random password and you will receive an email with the new password You can then change your Reset password to something you can more easily remember once you are logged in Impact Online v3 1 15 External User s Manual Page 2 6 14 2011 My Account My Account Once you have received the account confirmation from Impact Online you can log into the system When you first log in you will need to access your account information and complete the account setup Completing this task will allow you to enter information for your account Once you are successfully logged into Impact Online the first screen you will see is called the homepage While this page consists of several tabs for current purposes we will be concentrating on the My Account tab The additional tabs displayed will be addressed later in this manual Impact Online Windows Internet Explorer lel E JS o Je ta bya 911 X lo Bing Ppi
4. US ourens INC impact Online Version 3 1 15 External User s Manual Table of Contents Table OF COMEM S ua tana sn i NVOdUCUOM irion i aa i Nt 1 Neca an A A E AEA 2 FOOL VOUE Password sieka E a 2 MY ACCOUN ania added 3 ACCOUNEINOMA UO isisisi a a dad 3 Change i PaSSWOrT ui E E adel 3 Compa Name cuesta E teow se ea dito O E E A 3 PRONO e E E E r E 4 a T E EE E EEI A sei la Os toad sade 4 Address tand Address teamon ea eee sia sigan E O E A 4 CM EE IAEE S EEA A E ETT E ENT EEE N E E E tee EE EAA A EA N E 4 D E AE AP AAEE E OE ORE E EET E E EE E O TT 4 7A 6 G9 AE E OE EEA EEST IEA A E E A ee O 4 AA a iee a a A ER 5 A O a a E ancuate tte teomaaal 5 Pary De aU ana a a a AA AN 6 Order TEM OCS arisi a cSesecdubtuctesntatedendeeiticsletcScdeapabiedstnhededandentwacac 7 PONO A 9 MY HOME oli 10 WY AUG e A A e IO 10 Order Ent ts 11 Helpful Hints on Entering Information ccccoccnncconccnnccnncnnnnnncnncnnanonnnnoncnnnnnncnnonnannncnnanennnnnnnos 12 A acai aia cance vinta strreiulanatea vas ceentuiatae yaltdetiometanmncee eielua A 12 Name Ent ale a neue tuuuemamnaaneudalaunadtnet scum laenet 12 A eae ean 12 peguired Fields ia wysces tact sects ee eles tad cee eae et ee ues ited set Daca tated Meavalcadasiedt sow da eced 12 Order Entry Window Tod Sui de lei leales 13 Order Entry Wizard Seccion ai de lis letal 14 Omer Detalla ascos 14 SN AAA A A NN 15 BOONG DEIS oe ios 16 Eenders Detalla toi o Oo lid io vedas
5. Inc Legal Disclosure You will then be given the opportunity to open another order or return to the homepage of Impact Online Your order assuming the Title and Escrow Company is not configured to automatically accept orders will be reflected on the Orders Pending tab of the My Home page If configured to automatically accept orders the system will return a file number on the above screen Impact Online v3 1 15 External User s Manual Page 23 6 14 2011 Orders Pending Orders Pending The Orders Pending tab displays any orders that you have submitted to Impact SQL that have not been accepted Once you have completed the Order Entry Wizard the file is sent to a queue for acceptance and entry into the Impact SQL application While an order is pending you still have access to the information to make modifications and additions to the order information if necessary The screen below reflects the Orders Pending tab with orders entered and waiting for acceptance Standard User Onna Linney ae E Outside User Inc 63 USA Digital Solutions Inc B Advanced Search MyHome a Order Entry a My Account g My Portals Log Out Date Entered Entered By Property Address Transaction Hame Transaction Type Escrow Officer 05 02 2011 Onna Linney 1234 Test Avenue Residential Refinance Sherri Lamb f 05 03 2011 Onna Linney 999 Windsor Ave Smith Residential Refinance Sherri Lamb af Legal Disclosure 2011 USA Digital Solution
6. Pending Tab The Documents Pending tab under the My Home tab displays all documents that you have uploaded to Impact Online and which are awaiting approval by the Title and Escrow Company as opposed to the pending documents listed on a specific File Summary which are only those related to the one file The window lists the following information on each document pending on the file e File Number e Document Type e Description e Document Name e Published Date e Uploaded by Clicking on the 1 Click Here to View Document Information icon next to a pending document will present a screen like the one discussed earlier on which the user can review the settings made for the document that he she uploaded The Document Type and Description change be edited and the document can be viewed The Security Options can also be changed if need be While these documents are in a pending status you can delete the document by clicking the trash can icon in front of each listed document NOTE Documents and access rights can only be modified while the documents are in a pending status Once approved by the Title and Escrow Company the documents are listed on the Documents tab of File Summary and can only be viewed Impact Online v3 1 15 External User s Manual Page 29 6 14 2011 Open File and Advanced Search Open File 8 Advanced Search The search functionality of Impact Online allows you to search through the orders in the Title and Escrow Co
7. only allow for the editing of the existing information The Order Parties section allows for the addition modifying and deleting of parties to the order The icons and their function on this window are as follows Edit section details At the bottom of the Order Parties section there is a checkbox If you did not ask for the file to be added to your Watch List upon acceptance on the Order Complete window you have the opportunity to select this checkbox and then submit the order from this screen Impact Online v3 1 15 External User s Manual Page 22 6 14 2011 Order Entry Tab NOTE Your order is not saved and committed until you submit the order If you attempt to move away from this tab to go to another tab in Impact Online you will receive the following prompt Discard Changes 2 Are you sure you wish to navigate away any unsaved work will be lost Yes If you wish to submit the order you must click No and then click the Submit Order button on the bottom of the Order Parties section of the Order Entry tab Once you submit the order to Title and Escrow Company you will see the following prompt Standard User Onna Linney Aad E Outside User Inc 69 USA Digital Solutions Inc gt Advanced Search My Home a Order Entry amp MyAccount My Portals Log Out Your Order has been submitted Thank You You can Return Home or Submit another Order Version 3 1 15 0 2011 USA Digital Solutions
8. out of the Open Order Wizard This screen is comprised of three sections Order Details Property Details and Order Parties Each section permits the user to navigate to that area of the Open Order Wizard Note You will only be able to make modifications to an order if the Title and Escrow Company has not accepted the order and it still reflects on your Orders Pending tab Once the order is accepted no editing of the information is possible through Impact Online Standard User Onna Linney os Outside User Inc USA Digital Solutions Inc aa Advanced Search My Home FJ Order Entry B My Account ty Portals Log Out Order Details nn E uu Branch E Buyers 1 Main Office Transaction Type Residential Refinance Smith Bill Lenders 1 Escrow Officer Outside User Inc Sherri Lamb Buyer Payoff 1 Marketing Rep Bank of America Select One E Title Officer 1 Lars Titleman Henry Property Details 8 Address 1 Lot 999 Windsor Ave Address 2 Block City State Zip Tax Parcel Humber Los Angeles CA 90049 County Brief Legal Los Angeles Special Instructions Sales Price I Add to WatchList upon acceptance Submit Order Legal Disclosure 2011 USA Digital Solutions Inc Version 3 1 15 0 Each detail area has tools associated with it These tools allow the user to make necessary modifications to the information reflected The Order Details and Property Details sections of this window
9. they are explained herein The external clients of the Title and Escrow Company should contact their company representatives with any questions that arise The URL for the web site will be established by the Company and will be provided to the client Often companies will provide a link to their Impact Online site from their main web site The Impact Online site will be branded with the Company s name in this manual the vendor of the software s name is used to brand the site Once reached the Impact Online Login Screen shown below is presented Impact Online Login Windows Internet Explorer E TEBA on Al File Edit View Favorites Tools Help Tr Favorites Impact Online Login USA Digital Solutions Inc le ImpactOnline Login Username Need an Account Password Forgot your Password Login Legal Disclosure 2011 USA Digital Solutions Inc Version 3 1 15 0 Done Mio Pa Trusted sites Fa gt R10 As an external user you will gain access to Impact Online after having received an email from the Title and Escrow Company containing your login information Username and Password after they have set you up in the system They may initiate your setup or you may initiate it from the Impact Online Login screen by clicking on the Need an Account link if available seen above next to the Username label If you have your Username and Password enter them and cl
10. under the My Accounts tab contains information on which branch escrow officer title officer and marketing representative should be defaulted on new orders you open through Impact Online The left side of the screen contains the aforementioned Basic Defaults and the right side of the screen provides for the assignment of Party Defaults There is a sample of this tab s screen on the next page of this manual Basic Defaults Branch This option allows you to select a default branch of the Title and Escrow Company for all orders you open The list that appears in this dropdown displays all active branches of the Company This entry defines a default for easy order entry you will be able to change the branch on individual orders if necessary Escrow Officer This option asks you to select an escrow officer at the default branch selected to use on all orders opened online While this selection will be used as the default you will be able to select a different escrow officer when opening an order Title Officer This option allows you to select a title officer of those available to the default branch selected to use on all orders opened online While this selection will be used as the default you will be able to select a different title officer when opening an order Marketing Rep This option allows you to select a marketing representative to use on all orders opened online While this selection will be used as the default you wil
11. 1 15 External User s Manual Page 18 6 14 2011 Attorneys Order Entry Wizard Step 5 Attorneys Details Attorneys 1 of 2 Company Hame Hame Address 1 Address 2 City State 2 PB lt Previous Previous section gt Ready Order Entry Wizard Jump to Section mae Attorneys ha Reference Humber Phone Fax fe E Mail Mext Section ext Impact Online provides for two 2 Attorneys to be placed on a file if required Accommodators Order Entry Wizard Step 6 Accommodators Details Accommodators 1 of 2 Company Hame Hame oo Address 1 Address 2 State E et Previous Previous Section gt Ready Jump to Section faccommodators MN Reference Humber Phone Fax fet ____ Next Section gt ext Impact Online provides the ability to enter up to two 2 Accommodators if the order is a 1031 exchange Impact Online v3 1 15 External User s Manual Page 19 6 14 2011 Order Entry Wizard Title Officer If the system is configured to present the Title Officer screen it will follow the Accommodators screen Order Entry Wizard e Step 7 Title Officer Details Title Officer 1 of 1 Jump to Section Title Officer y USA Digital Solutions Inc Title Officer Select One v C Other Title Officer Title Officer Company Hame Address 1 Address 2 Reference Humber Phone Fax E Mail City State Zip P
12. 17 B y rBOnowern Payoh Sarnese odn E ON 18 QEPA Yona e A E E EE E onic an maadse 18 AOS S ear a R A 19 POCONO GANONG eta a AR 19 WE ONC a a a a a R R 20 Prenn DISMIDUUON craris A 20 Order Complete ia 21 Order Enty Taba atea cab e A E 22 Order Fendi A A E ENEE 24 Fie SUMMA Y sse aa aa es 25 A 26 SN 26 TAG MAG UD AAA o A a a aaa Vout andl tuum dhuianattads 26 SIMS DIOR La a 27 Documents Taiana ada 27 Documents Renama abran aa 29 Impact Online v3 1 15 External User s Manual Page 6 14 2011 Open File amp Advanced Scars e ee ao AECE Open n E e A A Ady meed o A N Support Introduction Introduction Impact Online v3 1 15 is a web based application that allows Title and Escrow Company clients to open orders and to view critical escrow file information including documents and escrow status from anywhere through the convenience of a web browser Documents may also depending upon configuration be able to be uploaded by the clients to the Companys Impact Online site The application is directly integrated with the Title and Escrow Company s Impact SQL software suite so all information shown is up to date Impact Online is compatible with Internet Explorer 6 0 This manual Impact Online External User s Manual provides the information needed by a customer of the Title and Escrow Company to utilize Impact Online While not all features explained may be available on the Company s particular Impact Online installation
13. File Edit View Favorites Tools Help Ly Favorites impact Online g gm v Page y Safety Tools z Standard User Onna Linney USA Digital Soluti l Outside User Inc A Digital Solutions Inc ra Advanced Search MyHome EY Order Enty MyAccount g My Portals Log Out Account Information Order Defaults Order Templates Y User Details have been saved Account Information Username Onnalinney digisolaz com User Type Standard User Change Password Company Hame Outside User Inc Phone Humber 602 866 8199 Email Address onnalinney digisolaz com Address 1 10835 N 25th Avenue Suite 350 Address 2 City State Zip Code Phoenix laz 85029 A Save Information Legal Disclosure 2011 USA Digital Solutions Inc Version 3 1 15 0 Ao v Trusted sites Za RH 100 y Account Information From the Account Information tab of the My Account tab you can change your Password set your Company Name Phone Number Email Address Address City State and Zip Code You should notify the Title and Escrow Company if you change your email address as that is your identifier on files in their system This information is sent to the escrow application during order entry Change Password Use this link to make any changes to your password You will be prompted for the old password and then to enter and confirm the new password Once this is completed a confirmation mes
14. Rep Select One v lt Previous lt Previous Section gt Ready What role s do you play in this order Lender Lender Mortgage Broker Listing Agent Selling Agent Individual Escrow Jump to Section Order Details v Order Details Property Details Buyers Sellers Listing Agent Selling Agent Lenders Seller Payoff Buyer Payoff Other Agent Other Party Attorneys Accornmodators Title Officer Prelim Distribution 1 2 Prelim Distribution 2 2 gt Ready In the screen shot to the left the Jump to Section dropdown list is presented showing all of the screens by name in the Order Template Wizard Make any and all selections on the Order Details screen then click on the Next or Next Section button Some sections have multiple screens so the Next button will move you to the next screen in the section or to the first screen of the next section if there are no more in the current section Depending on the type of order template being set up you may have data for some screens and not for others Use the Jump to Section dropdown to quickly move to a screen you wish to enter default information on Impact Online v3 1 15 External User s Manual Page 7 6 14 2011 My Account When you have entered all of the default information you think you would want click on the Close This Window icon in the upper right hand corner on the Order Template Wizard banner and the
15. a group of controls that are available on each window of the wizard These controls allow for moving through the wizard s screens in order forward or back as well as providing the ability to jump to any section of the wizard needed The tools include _Next gt Advances user to the next page in the wizard which may be in the same or a different section _ lt Previous Navigates to the wizard page prior to the one a user is currently on This may be in the same or a different section Next Section gt gt advances user to the next section of the wizard _ lt lt Previous Section Navigates you to the section prior to the one a user is currently on Jump to Section Order Details Order Details l Property Details Buyers Allows you to jump to any section at any time during the order entry wizard Sellers Listing Agent Selling Agent Lenders Seller Fayoff Buyer Payoff Other Agent Other Party Attorneys Accomimodators Title Officer Prelim Distribution 12 Prelim Distribution 02 F SS The close button will attempt to save any data entered and display the review page Impact Online v3 1 15 External User s Manual Page 13 6 14 2011 Order Entry Wizard Order Entry Wizard Sections The following several pages will detail the screens that the Order Entry Wizard will take you through On these screens you will provide as much data as possible about the order you are originating Order Details Order Entr
16. age to that effect will display on the screen Watch List Files that you have requested to be included on the Watch List will be listed on this tab These are files to which you are a party in one way or another and are interested in monitoring Files can be added to your Watch List after you open an order with Impact Online and the order is accepted or from the File Summary screen reached after doing a search Note In order for a user to search and locate a file to add to their Watch List they must be a party to the transaction and their email address must be on the file in Impact SQL Impact Online v3 1 15 External User s Manual Page 10 6 14 2011 My Home Order Entry The Watch List will list the File Number Opened Date Estimated Close Date Actual Close Date Status of the file and the Transaction Name s In addition to that information there will be a trash can icon at the far left of each file listed You can click on that icon to remove a specific file from your Watch List You may see up to three icons on the right side of each file listed this icon will take you to the File Summary window for the file and to the Summary tab thereon LH this icon if visible indicates there are documents available for viewing and clicking on the icon will take you to the Documents tab of the File Summary window where the documents will be listed and the Acrobat PDF icon on that window will open the document selected fo
17. e was selected Other Templates 1 total gt Refi Order Template i gt Ready Once file information is entered and you submit the order the system will place the file in a pending status waiting acceptance by the Title and Escrow Company The ability to modify and or add information to the order is available until the order has been accepted You can decide to place the order on your Watch List upon acceptance by the escrow operation at the time of submission When the order is accepted or rejected by the Title and Escrow Company you will receive an email containing the file number for the new transaction or an explanation for the rejection Depending on the workflow of the Company the review and acceptance or rejection of the order may occur in a few minutes or hours or possibly the next day If the Company s Impact Online installation is configured to automatically accept an order when submitted not the typical configuration you will receive an email notification of the new transaction s file number immediately The following comments will discuss conventions used in order entry and navigation tools used within the wizard Then the sections of the Open Order Wizard will be presented with helpful comments Impact Online v3 1 15 External User s Manual Page 11 6 14 2011 Helpful Hints on Entering Information Helpful Hints on Entering Information NOTE Please review these Helpful Hints on Entering Information fo
18. er e Subdivision e Loan Number e Title File Number e File Number Escrow Officer This tells the name of the Escrow Officer associated with the file In addition to displaying the EO s name if the email information is available for the EO the name will be a hyperlink and clicking it will bring up an email preconfigured with the escrow officer s email address displayed in the To address field and the File Number in the Subject field You can enter a message and click Send to send the email to the EO Summary This column provides an icon that when clicked will present the File Summary window See File Summary for additional information The number of pages and items per page are presented at the bottom of the window You will also be able to page through the list 10 items at a time by clicking on the page number or the previous and next page buttons If you do not have access to files that match the criteria used to search the following message will appear onscreen Search Results Sp blackwood Location All v Description Found By Escrow Officer File Humber Summary There are no items to display Impact Online v3 1 15 External User s Manual Page 31 6 14 2011 Support Support Please contact your Title and Escrow Company representative for Support for their Impact Online web site USA DIGITAL Impact Online v3 1 15 External User s Manual Page 32 6 14 2011
19. es you the ability to select the Document Type being uploaded type a Description of the document browse local and network drives for documents to upload using the 3 browse icon next to the Document to Upload field and define Security Options in terms of access for the document Document Upload Document Type Prelim v Description Document to Upload A Security Options E Buyer Access T Seller Access l Lender Access C Listing Broker Access L Selling Broker Access Other Broker Access A Upload gt Ready Once you have completed the Document Upload window clicking Upload will process the document and send it off to the Title and Escrow Company for approval Once the document has been approved it will be removed from the Pending Documents list and be available on the Documents tab for viewing by the parties granted access via the Security Options selections made at uploading Impact Online v3 1 15 External User s Manual Page 27 6 14 2011 File Summary In the screen shot below there are two documents available to the current user The first highlighted document is one the current user uploaded but which has yet to be approved The second not highlighted document has been approved for viewing by the current user Title Info 2 Tracking 2 Prelim Distribution 2 Documents Filter a a Filter P Clear Pending Documents are Highlighted Document Type Description I Prelim Anothe
20. evious Section Next Section gt gt Next gt Ready You will enter the Buyer s Payoff information into this screen Buyer and Borrower are synonymous in this context There are two 2 windows available for two 2 payoffs to be entered when using the wizard The Name Lender s name field is required If the Payoff Amount and or Reference Number loan number are available the information can be entered into the fields provided on this window This information like the other order information will be available to the escrow officer when they review the file in Impact SQL Providing this information at open order time can eliminate the need to contact the escrow officer to provide the information and they can proceed with ordering payoff information from the lender s Other Party Order Entry Wizard Step 4 Other Party Details Jump to Section ss Other Party Other Party 1 of 1 Company Hame Reference Humber Hame Phone Address 1 Fax 2 E Mail City lt Previous lt lt Previous Section Next Section gt gt Next gt Ready The Other Party window provides room for you to enter information on any other party that may be part of the transaction or that may receive information on this particular file Standard contact information which is collected for other parties of the file can be easily entered and submitted to the Title and Escrow Company Impact Online v3
21. he exception of the addition of windows to accommodate the parties associated with a sale transaction Click on the Next button to move to the Property Details screen Impact Online v3 1 15 External User s Manual Page 14 6 14 2011 Order Entry Wizard Property Details Order Entry Wizard Property Details Jump to Section Property Details E Property Details Address 1 Lot Address 2 Block ip Tax Parcel Humber City State Z az se County Brief Legal Property Type 1 1 4 Family Residential iv Special Instructions Previous lt Previous Section Mert Section Mert gt Ready The Property Details screen allows you to enter the property information for the order Many fields on the property details screen can be set to be required but may not be again it is up to the Company It is always a good idea to enter as much information on the transaction as you have regardless of whether it is required data or not A freeform text field is also provided to add any Special Instructions to the order Impact Online v3 1 15 External User s Manual Page 15 6 14 2011 Order Entry Wizard Borrower Details Order Entry Wizard Step 1 Borrower Details Borrower 1 of 8 C Company Last Hame First Hame SSH Address 1 Address 2 State o e Zip lt Previous lt Previous Section 2 Ready Jump to Section Borrowers Next Section Next Impact Online gives y
22. ick on the Login button If not click on the Need an Account link and the following screen will be presented Impact Online v3 1 15 External User s Manual Page 1 6 14 2011 Need an Account Forgot your Password Need an Account The screen presented when you click on the Need an Account link Request an account provides fields into which you will enter you email address first name Email This will be your username middle initial last name phone number company name address line 1 address line 2 city state and zip code as shown to the right field names in italics are required You will also be asked to enter the Phone contents of the information that appears in the graphic near the bottom Conania of the screen into the textbox below the graphic This is a security measure and is required First Hame MI Last Hame Address 1 Address 2 Once all of the information has been entered click on the Request City State Zip Code button and the information you entered will be sent to administrative v Enter the value below in the textbox provided users at the Company Once they have reviewed the request and have determined the rights you should have within the system they will approve your request and a random password will be generated for you An email notification will be sent to you containing the information O you will need to login and get started with Impact Online gt Ready
23. ies banner will take you back to the Order Template Wizard Order Details screen where you can select the party type to add from the Jump to Section dropdown Highlighting a specific party and clicking on the Delete icon in the Order Parties banner will lead to deletion of the default party selected If you want the template to default to having your orders placed on your WatchList upon acceptance by the Company check the Add to WatchList upon acceptance checkbox in the bottom right of the screen Click on the Save Template button in the bottom right of the screen to save the template as configured The new template will then appear on the Order Templates tab as shown below From this listing the template s can be d edited or deleted with the appropriate icon to the right of each template listed muvenescy voor My Home EB Order Entry My Account My Portals Log Out Account Information Order Defaults Order Templates Order Templates Created On Modified On Template Hame Y Refi Order Template 05 02 2011 Create Template To make a template the default to be used click on the white checkmark in front of the name so it turns to a Y green checkmark Page 8 6 14 2011 My Account Portals The last tab on the My Account tab is Portals This tab is used to enter credentials user name and password that are required for web portals that have been enabled for the user Portals that do not
24. ill be presented Search Results cI Search Location All v Description Found By Escrow Officer File Number Summary There are no items to display Enter your search criteria address information buyer or seller name file number etc in the box next to the Search button and click on the Search button to execute the search Impact Online v3 1 15 External User s Manual Page 30 6 14 2011 Open File and Advanced Search Once a search is launched and results are located which include you as a party to the file the following Search Results window will appear Search Results emo 123 Search Location All v Description Found By Escrow Officer File Humber Summary 123 TEST ROAD Property Address Sherri Lamb 00000070 f 1234 FRONT STREET Property Address Sherri Lamb 00000010 123567 MAIN STREET Property Address Sherri Lamb 00000038 98465123 Loan Number Sherri Lamb 00000034 A The grid displayed lists the following information on each file returned Description This is the description matching the search criteria Found By This informs on what type of field your search was matched The following are the different types of field matches that can appear and you can limit your search by selecting one of these from the Location dropdown next to the Search field e Buyer Borrower Name e Property Address e Seller Name e Base Title File Number e Tax Parcel Number e Reference Numb
25. inancing o Phoenix az a e5028 None e Loan Amount Loan Humber Previous lt lt Previous Section Next Section Next gt Ready The Lenders Details window allows the user to enter lender and loan information including Type of Financing Loan Amount and Loan Number The wizard allows information for three 3 lenders to be entered The icons on the right side of the screen let the user 3 Populate Fields with Default Party Data S amp S Lookup a Party to Populate Fields With or Clear the Fields The third window of the Lender Details window can be used for a third lender or for information on the mortgage broker note the heading change on the third lender screen shown below Order Entry Wizard Step 2 Lenders Details Jump to Section Lenders v Lenders Mortgage Broker 3 of 3 e Hame Reference Humber fee Attention To Phone prone Address 1 Fax 0 Address 2 E Mail City State Zip Type of Financing o a none o Loan Amount Loan Humber Previous lt Previous Section NextSection Next gt gt Ready Impact Online v3 1 15 External User s Manual Page 17 6 14 2011 Order Entry Wizard Buyer Borrower Payoffs Order Entry Wizard Step 3 Buyer Payoff Details Jump to Section Buyer Payoff v Buyer Payoff 1 of 2 Hame Payoff Amount Address 1 Reference Humber Address 2 City lt Previous lt lt Pr
26. l be able to select a different marketing rep when opening an order Impact Online v3 1 15 External User s Manual Page 5 6 14 2011 My Account Impact Online Windows Internet Explorer al x Go le 1114911 Bino Pi File Edit view Favorites Tools Help 7 Favorites Impact Online D D O em Pager Safety Tools le USA Digital Solutions Inc My Home 3a Order Entry a My Account 7 My Portals Account Information Order Defaults Order Templates Basic Defaults Branch Main Office Escrow Officer Sherri Lamb Title Officer No Default Marketing Rep No Default Legal Disclosure Party Defaults 8 Listing Broker 83 Selling Broker 83 Other Broker 83 Lender 1 83 Lender 2 83 Mortgage Broker 83 Attorney 1 83 Attorney 2 83 Accommodator 1 83 Accommodator 2 83 Miscellaneous Standard User Onna Linney Outside User Inc a Open File Advanced Search Y Realty Consultants Jeff Smithers Y RE MAX Silvia Walters Y Onna Testing Y USA Digital Title Agency Inc Linney Onna Y Century 21 Cynthia Lind Y Outside User Inc Linney Onna Y Century 21 Pam Russell Y 2 21 Cathy Jeffers Y Century 21 Bill Ponds Y REMAX Sally Reynolds Y Outside User Inc Linney Onna A Save Defaults 2011 USA Digital Solutions Inc Log Out Version 3 1 15 0 Party Defaults do 4 Trusted sites Fa gt E 100 gt y Under the Part
27. mpact Online v3 1 15 External User s Manual Page 26 6 14 2011 File Summary Prelim Distribution Tab The Prelim Distribution tab if available will present whatever document distribution instructions have been recorded for the file The Prelim Distribution tab will present with a Y green checkmark if there are entries on the tab The number of Preliminary Report copies CC amp R copies and Other Doc copies will be indicated for the parties specified and the distribution method will be shown Documents Tab The Documents tab will display any documents that have been uploaded to Impact Online either by you or by the Title and Escrow Company Currently the only file format accepted for upload to Impact Online is PDF format Additional file types will be made available in the future Documents that you have uploaded but which have not yet been accepted for access by the Company will be highlighted in yellow on the listing Access to these documents is controlled at the time of uploading Impact Online users and Title and Escrow Company personnel will be able to grant rights to parties of the transaction at the time of uploading documents These rights determine which documents are displayed when the logged in user accesses the Documents tab Impact Online users will be able to click on the A Upload File icon on the mini toolbar to upload documents and be taken to the Document Upload window for this function The Document Upload window giv
28. mpany s system that you are a party to so you can view information on the files There are two types of searches available in Impact Online Open File and Advanced Search le My Home a Order Entry a My Account 174 My Portals Log Out Standard User Onna Linney a icla a USA Digital Solutions Inc Open File The Open File search box is located in the top right of all main sections of Impact Online and is used if you know the number of the file you wish to bring up for review Impact SQL file numbers are up to eight 8 characters but leading zeros can be left off For example to bring up file 00000070 you can enter 70 Enter the known file number in the field and click the button to perform a search If the file number is located and you are a party to the file the File Summary screen will be presented If you do not have access to the file that you attempted to search for the following message will appear onscreen Error X Invalid File Number Advanced Search If enabled Advanced Search will allow you to perform a Google style search where Impact Online will attempt to match up the query value entered to any order information that matches that criterion Search results are restricted by access to file If you are not a party to a file that meets that criterion it will not be returned in the search results Click on the Advanced Search link to start a search and the screen below w
29. on the My Account window to ensure it is accurate Impact Online My Home Windows Internet Explorer Gor le File Edit View Favorites Tools Help w Favorites Impact Online My Home Onna Linney Ad Outside User Inc USA Digital Solutions Inc cuen bla Advanced Search MyHome EP Order Entry y Account g My Portals Log Out Watch List Orders Pending Documents Pending File Number Opened Date Est Close Date Act 5 Ea Tere TransactionName 00000034 07 08 2009 O74 7 2009 Sanders Benson 00000070 05 02 2011 Legal Disclosure 2011 USA Digital Solutions Inc Version 3 1 15 0 7 ie Trusted sites var EH 100 y On the My Home tab a sub set of tabs is displayed Watch List Orders Pending and Documents Pending The Watch List tab is selected when you first log in If the Company s system is configured to automatically approve all orders submitted you will not see an Orders Pending tab If the Company s system is configured to automatically approve all uploaded documents you will not see a Documents Pending tab If there are items listed on the Orders Pending and Documents Pending the tabs a green check mark will appear in front of the tab name in the screen shot above neither tab is so labeled so you know there are no Orders Pending or Documents Pending items If there are no files on your Watch List a mess
30. ou the ability to enter up to eight 8 Borrowers Buyers Be sure to enter an individual s name as labeled on the fields Last Name then First Name then Middle Initial However if you are entering a company or trust name you would select the Company checkbox and the name fields will blend into one field to accommodate a company or trust name Another change users will see when selecting the Company checkbox is the SSN field changes to a TIN field NOTE On all party windows there is no information that is required However if any information address phone email is entered the Name Company Name field becomes required Users cannot save a party without completing the Name field Click on Next to add more Borrowers Buyers click on Next Section once you have entered all of the Borrowers Buyers for the order If you click Next on a blank screen you will be taken to the next section If the Transaction Type had reflected a sale Seller Detail screens up to eight would have been presented prior to the Borrowers Buyers Impact Online v3 1 15 External User s Manual Page 16 6 14 2011 Order Entry Wizard Lenders Details Order Entry Wizard Step 2 Lenders Details Jump to Section Lenders Lenders 1 of 3 a Hame Reference Humber re outside ser Inc Q Attention To Phone onna Linne 1602 066 8194 2 Address 1 Fax 10835 M 25th Avenue Suite 350 Address 2 E Mail lonnalinney digisolaz carn City State Zip Type of F
31. r Geo le ka 4 x S Bing Pir File Edit View Favorites Tools Help le 7 Favorites impact Online Create Template 1 v Page Safety Tools ps A A Standard User Onna Linney USA Digital Solutions Inc Outside User Inc My Home E Order Entry Q MyAccount g My Portals Account Information Order Defaults Order Templates Order Templates a Open File Advanced Search Log Out The next screen presented will ask for a name for the new template Enter a Template Name that will remind you of the type of order template you are creating such as Refi Order Template and then click on the Save Name button At that point the first screen of the Order Template Wizard will be presented Name Template Please enter a name for this template The set of screens Template Hame presented is identical to those presented when opening an New Template order but in this instance you are entering default values so you do TTT not have to enter them on each new order You are in effect creating a master order than you will be able to copy and use as the starting point for each order of this type Y Order Entry Wizard Order Details Order Details Reguired felds are highlighted Order Type Escrow and Title v Branch Greater Arizona Title v Escrow Officer Select One v Transaction Type Select One v Marketing
32. r Uploaded Document Published Date Published By 0505201 1 Onnalinne yGidigizolaz com Prelim Sample Test Document Clicking on the Click Here to View Document Information icon next to a pending document will present a screen like the one to the right on which the user can review the settings made for the document that he she uploaded The Document Type and Description change be edited and the document can be viewed The Security Options can also be changed if need be If the user that uploaded a document wants to delete it before it is approved they can use the Click Here to Remove Document icon in front of the pending document 05032011 Onnalinneyi digisolaz com Document Approval Review Document Type Prelim Description Another Uploaded Document Document ld ocument pdf Uploaded By Onnalinney digisolaz com Security Options a Buyer Access Seller Access V Lender Access E Listing Broker Access a Selling Broker Access Other Broker Access gt Ready View NOTE Documents must be in PDF format to upload to Impact Online and users will need to have Adobe Reader on their computer in order to view documents in Impact Online Clicking on the Click Here to View Document icon next to an approved document will open the document for viewing in Adobe Reader Impact Online v3 1 15 External User s Manual Page 28 6 14 2011 Documents Pending Documents
33. r guidelines for entering information properly into the Order Entry Wizard windows Entering the data as correctly as possible and within these guidelines will assist in making the open order process quick easy and efficient Tab Use the TAB key to move forward from one entry field to the next entry field Use SHIFT TAB to move backward from one entry field to the next entry field Name Entry If the name of the party is a company name check the Company box and the Last Name First Name MI fields will be merged into one name field and the SSN label will change to a TIN label If an individual s name simply enter the appropriate names in each field Last First amp MI Dollars Dollar amounts should be entered without the commas or dollar sign in the amount Impact Online will format the amount accordingly If there are cents in your dollar amount enter the decimal then the cents amount Required Fields Required fields are highlighted in yellow on the data entry screens If you fail to fill a required field you will not be able to leave the screen The Company has flexibility on which fields it can set to be mandatory so some screen shots in this documentation may not reflect the options selected in your particular environment Impact Online v3 1 15 External User s Manual Page 12 6 14 2011 Helpful Hints on Entering Information Order Entry Window Tools Navigation through the Order Entry Wizard s windows is managed by
34. r viewing E this icon if visible indicates that there is Tracking information available for viewing for the file and clicking on the icon will take you to the Tracking tab of the File Summary window Before describing the functionality of the Orders Pending and Documents Pending windows the Order Entry function will be explained as that is the logical starting point for a external clients work in Impact Online Order Entry The Order Entry tab near the top of the window will take you to the series of windows that are used to gather information on a new order Impact Online is equipped with an Open Order Wizard that walks the user through the open order process Each individual section of the open order queue is reflected in its own independent window When you click on the Order Entry tab you will be presented with the Select Template screen Select Template Please select an order template No Template gt Do not use a template Default Template gt Use default template On this screen you can indicate that no template should be used or that the default template you defined in My Account should be used or you can select from the Other Templates list for the template you wish to use Clicking on the desired selection will start up the Order Entry Wizard either with a selected template or with no template loaded In the sample screens that follow no data beyond the order defaults are pre loaded as no templat
35. rded Prelim Commitment Release Date List to remove a file from your Watch List from this screen click on the trash can icon You will be asked to confirm the desire to delete the file 3 Upload File this icon will initiate the Document Upload function which will be described later in this documentation View Email Log this icon will present a listing of email sent out of Impact Online for the selected file Oo Refresh this icon will re poll the Impact SQL database and bring in current data on the file Impact Online v3 1 15 External User s Manual Page 25 6 14 2011 File Summary Below the action icons basic file information is presented Escrow Number Escrow Officer Branch and Transaction Type Below that information there are five tabs of additional information Summary Title Info Tracking Prelim Distribution and Documents Not all may be presented depending on system configuration Each will be discussed below Summary Tab File Summary E i Print Email Wi Remove From Watch List Upload File p3 ViewEmailLog lt Refresh Escrow Number Escrow Officer Branch Information 00000070 83 Sherri Lamb Ss Main Office Transaction Type 602 866 8199 602 866 8199 Residential Refinance Summary Title Info Prelim Distribution Property Address Buyers Borrowers Listing Broker 123 Test Road Los Angeles CA E Sellers Selling Broker Tax Parcel Number Lenders Other Broker Sales Price 83 Outside User Inc
36. require credentials are not listed on the screen If there are portals listed that you wish to have your login information stored for G Heme Bporerenty Q MyAccount uy Poras click on the Add Credentials icon to the Portals right of the portal to be edited and then enter your login and password in the fields Portals provided Portal Hame User Hame sn o Q Test Portal dl Update Credentials Update Credentials User Hame Password Update gt Ready Click on the Update button when finished to save your entries This concludes the discussion of self configuration of your Impact Online account Questions about your account should be addressed to your Company representative Impact Online v3 1 15 External User s Manual Page 9 6 14 2011 My Home My Home Once you have logged into Impact Online you will be presented with a screen like that shown below with the My Home tab selected Your name and company name will be presented at the top right of the screen right above the Open File button There are three other tabs shown at the top of the screen in this example Order Entry My Account and My Portals The presence of the Order Entry tab indicates this user has rights to open orders via Impact Online The My Account tab as previously described is where the user will manage their Impact Online account The first time you use Impact Online it would be a good idea to review the information
37. revious lt lt Previous Section gt Ready Next Section gt Next gt If the Title Officer is one from the Title and Escrow Company click on the radio button at the top of the screen and select a name from the dropdown immediately below If a Title Officer from another company is to be identified click on the Other Title Officer radio button and enter detail on the title officer Prelim Distribution If the system is configured to present the Prelim Distribution screen it will follow the Accommodators or Title Officer screen Order Entry Wizard Step 8 Prelim Distribution Distribution Prelim Distribution 1 of 2 Jump to Section Prelim Distribution Via Pres CCRS Docs lt E E E E E E S E I Previous lt lt Previous Section gt Ready Party Information Listing Broker Selling Broker Other Broker Lender 1 Outside User Inc Lender 2 Lender 3 Mortgage Broker Seller Buyer Attorney 1 Attorney 2 Other Party Next Section gt Next gt This screen is used to identify which parties to the file should receive how many copies of the Preliminary Report CC amp R s and Other Documents the distribution method requested is selected with the dropdown boxes under the Via heading Parties who have been identified with have their names next to the party headings A second screen allows other partie
38. s Inc Version 3 1 15 0 The grid lists the following information on each file displayed e Date Entered e Entered By e Property Address e Transaction Name e Transaction Type e Escrow Officer While waiting for an order to complete the acceptance process you can still access the file information to add or modify information on the order This is accomplished by clicking the View Pending Order icon This will open the Order Entry Wizard starting at the Order Details screen where modifications can be made This wizard was described earlier in the manual If you wish to delete the order so that it will not continue with the acceptance process you can click the icon to delete the order As orders are accepted by the Title and Escrow Company they will disappear from the Orders Pending tab Depending on the option selected when the order was opened the order may or may not appear on your Watch List Impact Online v3 1 15 External User s Manual Page 24 6 14 2011 File Summary File Summary In the explanation earlier in this manual of the Watch List screen the icons that might appear on the right side of the listing of files were mentioned My Home a Order Entry a My Account My Portals Log Out Watch List Y Orders Pending Documents Pending File Humber Opened Date Est Close Date Act Status TransactionName Close Date ji 00000034 07 08 2009 0717 2009 Open Sanders Benson SF w E F 00000070 05 02 2011 Open gt
39. s to be added to this listing Impact Online v3 1 15 External User s Manual Page 20 6 14 2011 Order Entry Wizard Order Complete Order Entry Wizard Order Complete Jump to Section Order Complete E You have reached the end of the Order Entry Wizard What would you like to do now E Add to Watchlist upon acceptance Submit Order Review Order Previous Previous Section Hex Section gt Ready Once all the information is entered into the wizard this is the last window that will be displayed From this window you can navigate back to the previous screen or section You can also review all order information or submit the order and add it to your Watch List upon acceptance by the escrow operation Click on the check box in front of the Add to Watchlist upon acceptance question if you wish for that to happen Click on the Submit Order button to submit the order to the Title and Escrow Company Clicking the Review Order button will display the Order Entry tab where the wizard was started showing Order Details Property Details and Order Parties sub windows The functionality of that window is discussed on the next pages Impact Online v3 1 15 External User s Manual Page 21 6 14 2011 Order Entry Tab Order Entry Tab If you choose to review the order from the Order Complete window you are taken to the Order Entry tab with the information displayed This is also the screen displayed if you cancel
40. sage will appear onscreen Company Name This field stores your company name Impact Online v3 1 15 External User s Manual Page 3 6 14 2011 My Account Phone This field stores your phone number Phone number field will only accept numerical values however it will format once you tab to a new field Entering 6028668199 will result in 602 866 8199 Email This field stores your email address The email address must be formatted correctly with an and a This email address is used as the user name for accounts created with the new version of Impact Online This address must match data entered in Impact SQL for the Search function to validate you as a party to the file Address and Address2 These fields store your address information City This field stores your city information State The state dropdown is used to enter your state designation This tool can be accessed in a couple of ways 1 Enter the first character of the state abbreviation If there are several states that begin with that letter repeat the character until your state s abbreviation appears 2 Use the drop down box to display a listing of the states and click on the appropriate state Zip Code This field stores your zip code information Click on the E Save Information button to save any changes made on this tab Impact Online v3 1 15 External User s Manual Page 4 6 14 2011 My Account Order Defaults The Order Defaults tab
41. screen will switch to one like that shown below where the defaulted Order Details Property Details and Order Parties are presented f Impact Online Order Entry Windows Internet Explorer Oo le 2 gt lt E sn File Edit Yiew Favorites Tools Help e gt 7 Favorites E impact Online Order Entry fey E 7 Page Safety Tools Standard User Onna Linney USA Digital Solutions Inc Outside User Inc 163 My Home a Order Entry Ca Open File Advanced Search Log Out My Portals Impact Online v3 1 15 External User s Manual order Details Branch Main Office Order Parties 4 E Lenders 1 Outside User Inc E Buyer Payoff 1 Bank of America E Offi Sherri Lamb Marketing Rep None Property Details Address 1 Lot Address 2 Block City State Zip Los Angeles CA County Brief Legal Los Angeles Tax Parcel Humber Special Instructions Sales Price TT add to WatchList upon Save Template acceptance Legal Disclosure 2011 USA Digital Solutions Inc Version 3 1 15 0 Fa 100 z Ao 4 Trusted sites Use the Edit icon in the upper right corner of each section of the screen to edit the template You will need to highlight a specific Order Party for the Edit icon to work in that section it will take you to the Order Template Wizard screen for that party Clicking on the Add Party icon on the Order Part
42. y Defaults heading there is a listing of the various types of parties to the file brokers lenders attorneys etc Clicking on each party type will present a listing of all parties of that type that exist on files you are a party to in the Company s system Clicking on a name in the listing will provide some information on the party Clicking on the white checkmark in front of the party name will change it to a Y green checkmark and indicate that that party is the default for this party type Only one party can It is not a requirement that there be a default for each party type On the sample screen above the default Listing Broker is Realty Consultants Jeff Smithers be selected as the default for each party type Click on the al Save Defaults button to save changes made on the Order Defaults tab Impact Online v3 1 15 External User s Manual Page 6 6 14 2011 Order Templates The Order Templates tab under the My Account tab is used to create templates for the types of orders you will routinely enter The templates will speed up the order entry routine as you can pre fill as much detail as you wish and save the template under a name you can select at the time of creating a real order My Account When first presented the Order Templates tab will present as shown below with a Create Template button which is used to start the process of establishing an order template Impact Online Windows Internet Explore
43. y Wizard Order Details Jump to Section Order Detaiis ml Order Details Required fields are highlighted Order Type What roleta do you play in this order Escrow and Title F Lender Branch E Main Office Lender Mortgage Broker o IE Listing Agent Escrow Officer Sherri Lamb F selling Agent E Individual Escrow Transaction Type Select One Marketing Rep Select One Previous lt Previous Section Next Section gt ext gt Ready The Order Details window is the first window of the Order Entry Wizard On this window you will provide the high level information of the order Escrow Branch Escrow Officer and Marketing Rep will auto populate if you have defaulted this information on your account see the My Account tab section One helpful feature of Impact Online is the Transaction Type dropdown This dropdown controls the transaction specific information windows that appear in the wizard This means that you will only enter information that relates to the Transaction Type selected The Role s available to select for yourself as a party to the file are based on the transaction type selected as well Once the Role s option s is available check the appropriate box to identify your role in the order For the purposes of this documentation we will be looking at the wizard for a Residential Refinance order The same methodology applies to Residential Sale orders with t
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