Closing Software Guidelines
Transitioning to 2021 ALTA Schedules, Jackets and Endorsements

Other Closing Software

Commitment and policy jackets. Obtain commitment and policy jackets from ePolicyManager located in the Launch Center of your Member home page on thefund.com. Both the 2021 and 2006 versions are available.
Schedules and endorsements. Each closing software product has its own timeline for changing from the 2006 to the 2021 schedules and endorsements. If you have questions about whether and when the 2021 schedules and endorsements will be available, please reach out to the software product’s support desk.
If the 2021 schedules and endorsements are not yet available in your product and a proposed insured has requested a 2021 commitment and policy, please do the following:
- Commitment schedule. You may provide the proposed insured with the commitment schedule provided to you by the branch via email. The branches have been producing 2021 commitments for Fund Members since October. Feel free to make any necessary adjustments and save the modified version to your local drive.
- Policy schedules and endorsements. To download fillable policy schedules and endorsements, logon to thefund.com, go to Resources, in the "Get More Done" section click on "Forms", then click the link "new 2021 ALTA Schedules, Commitment Jacket and Endorsements". Make sure to save the completed documents on your local drive.

We have developed some guidelines based on the closing software your firm uses.

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This comparison chart is intended as a guide to identifying differences between the 2021 and 2006...

This comparison chart is intended as a guide to identifying differences between the 2021 and 2006...

By Jennifer Barrow, Fund Sr. Underwriting Counsel

By Marilyn Israel, Fund Sr. Underwriting Counsel, Commercial Services

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