![]() This will add a policy-only lien and will not display within the Liens & Requirements area of the Search Data panel. This will add the lien within the Exceptions: Liens and Restrictions area of the Policy panel, as set on the recording document type’s configuration. If the recording document is to be related as a lien, select Add As Lien in the Policies area for the respective policy.This will add this recording document to the Schedule A area of the Policy panel. If the recording document is to be related to any policy on the file, select Add in the Policies area for the respective policy.If this recording document is related to a specific loan on the file, select the related loan from the Loan drop-down menu.Enter any additional information required by the recording document’s language template.The Grantee, Grantor, Mortgagor, Beneficiary, Trustee, and Amount fields will pull from the file based on the recording document type’s configuration. Click Pull Data to populate file information such as the actual settlement date, which will pull into the Security Instrument Date.Select a Document Type from the drop-down menu.City of Meriden, CT, and Los Angeles, CA). This will occur for any township or county with a name variation (e.g. Click on the Resware County drop-down menu for each of these instances and select the appropriate Resware County to match with the Simplifile Jurisdiction. A pop-up may be received with any counties that could not be automatically mapped.This will map all Simplifile jurisdictions with Resware counties. Select Simplifile from the Recording Service drop-down menu.Note – The same partner may be associated to each account set-up.Īdmin> Recording/Recording Services> Jurisdiction Mappings Repeat the above steps to create an account for each user with separate login information.If this account should only be available when specific partners are on a file in an office, highlight the office and select the partner restrictions by using the Add button in the Partners area.Typically, this partner would be set-up to be auto-added in all counties where recording documents will be submitted to Simplifile. To e-record documents on a file, this partner must be on the file. Click Change to select the Simplifile partner. ![]() Enable this account for the appropriate office(s) by click Add in the Enable for Offices area.This is the Simplifile ID provided by Simplifile. This will be displayed to users on the file when selecting a recording account. From the Service Type drop-down menu, select Simplifile.Click Add, which will open the Credentials tab.Select the Recording tab and click Enable Simplifile Integration.Īdmin> Recording> Recording Services> Credentials.Information and screenshots created in version 9.1Īdmin> General Setup> Offices> Edit Office Daily Simplifile transactions can be added to the recording ledger either manually on a file-by-file basis or by importing them into Resware using Admin/Import/Transactions.Multiple users with separate logins may be tied to the same Simplifile ID.Simplifile will generate an invoice for each Simplifile ID.Multiple Simplifile IDs can be tied to the same bank account, however, a single Simplifile ID cannot be tied to multiple bank accounts.When new recording bank accounts are set-up in Resware, Simplifile will need to be notified.Each Simplifile ID is tied to the bank account where Simplifile will auto-draft recording fees.Next: Send a notification email to when setup is completed. Next: Complete the following set up steps. The Simplifile ID can be found on their website under Organizations. To enable this integration, the Simplifile ID, username, and password are needed. (800) demonstrates how to set up and use the Simplifile integration.īegin here: Contact Simplifile for further information or to register for services at (800) 460-5657 or Inform them that the integration with Resware will be enabled. The file will show the Simplifile status through the life of the recording process. Resware is also notified of rejections and logs the rejection reason as well as triggering an action. When the document is recorded, the instrument number and cost is communicated back to Resware, and actions can be triggered. Documents can be submitted directly from within Resware. Simplifile’s nationwide e-recording network allows organizations to record in any county on their network.
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