3.04 How do I add an Underwriter to a Title Agent?
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Open the Contacts module.
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Select the Contact Type of the Title Agent (i.e., Corporation, Partnership, Other, or All).
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Enter the name of the Title Agent and click OK.
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Select the Services tab. Be sure the Title Agent Service is checked on.
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Click the Insert icon, select the new underwriter name, and enter your Agent #, if applicable.
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If the underwriter name is not in the contact list, you will need to add a new contact with the service of Underwriter.
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Open the Closing File module.
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Select the Title Agent tab. Verify that this is the correct Title Agent.
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Select the new name from the Underwriter list.
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Exit the module and save changes.
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Open the Contacts module.
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Select the Contact Type of the Title Agent (i.e., Corporation, Partnership, Other, or All).
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Enter the name of the Title Agent and click OK.
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Select the Services tab. Be sure the Title Agent Service is checked on.
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Click the Insert icon, select the new underwriter name, and enter your Agent #, if applicable.
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If the underwriter name is not in the contact list, you will need to add a new contact with the service of Underwriter.
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Open the Closing File module.
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Select the Title Agent tab. Verify that this is the correct Title Agent.
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Select the new name from the Underwriter list.
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Exit the module and save changes.