EPIC

ATGF Agent User Guide

A comprehensive reference guide to EPIC with quick start guide and troubleshooting steps to help you easily resolve common issues.

Log In Setup Instructions for Microsoft Edge Menu Options MAIN FILE TOOLS Firm Settings - Contact Firm Settings - Contact Information Settings Firm Settings - Users Firm Settings - Trust Accounting Calendar Preferences Export to IRS Contact Us EPIC User Manual Agent Monthly Billing Report Agent Remittance Report TRUST Reconcile Payables Reports Trust Accounts REPORTS Creating a New Report Choosing a Report Base Generating a Report to View Log Off Main "Landing" Page Controls Section Find File Customize the File List Creating a File in EPIC Create File filed list and descriptions EPIC FileManagement Screens Policy Issuance Toolbar (PIT bar)CALENDAR Tabs GENINFO Basic (First) section Who has the file?2010 HUD v. 2015 Closing Disclosure Responsible Attoreny Import/Export File Name Cancel File Force Manual Review File Number Transaction Type Foreclosure Commitment Closing Date Disbursement Date Reconveyance Tracking Purchase Price Settlement Agent Sales Representative Commitment Details Section Commitment Date File subject to FinCEN reporting Purchaser/Borrower name/address Seller name/address Names Match Vesting Property Address/Details Certificate of Taxes Due Additional Chrages Description Additional Charges Amount Paid By:Owner Policy Details Owner Policy Jacket Policy#Recording Date Policy Amount Rate Table Discount Recording Info Policy Time Lender Policy Details Lender Amount Loan #Document Date Interest Rate Days in Bank Year Policy Jacket Policy Amount Recording Date Policy #Rate Table Discount Policy Time Add Lender HUD 2010 New Deed of Trust borrowermatches new vesting deed Listing/Seller Agent Selling/Buyer's Agent Mortgage Broker Other Side's Attorney/Title Agent Other Side's Attorney Attorney Policy Details Summary Archive File Policy Tab Master Action List Schedule A Deeds Premium Calculator Date when Rate was Quoted Premium Split Percentage: Member/Agent Owner Policy Policy Date OP Amount OP Premium Mortgage #1: Lender MP Amount MP Premium ATGF Premium Information Endorsements MarketPLACE Hyperlinked Commitments Requirements Quick Type Requirements Requirement Library Exceptions Issues/Special Exceptions Quick Type Exceptions Exception Libary Verify right of access to and from the land Endorsements Common Endorsements Other Endorsements Closing Disclosure / Disburesment Tab Closing Disclosure Document Delivery Tracking Closing Information/Transaction Information / Loan Information Loan Terms Projected Payments Costs at Closing Loan Costs Other Costs Calculation Cash to Close Loan Disclosures Contact Information Disbursement Cash Receipts Cash Disbursements Receipts & Disbursements (EPIC Trust users only)1099S Verify Seller Data 1099S IRS Export File Original Transer Discharges DOCS 1. Policy 2. HUD 3. CPL 4. Pre Closing 5. Clsoing 6. Post Closing 7. Forms/Misc.Other Documents Special Documents for this file only Switching between a ClsoingDisclousre and HUD-1 Appendix Troubleshooting EPIC Basic Cannot open a PDF File Cannot Download Documents PDFs print corrupted EPIC will not launch Field Update notaffecting file File Locked Lender Information not showing on policy (MN & ND)Premium not showing on the Premium Calculator Error Message: Bundled Rates cannot have other discounts. Word documents corrupted Quick Start Guide Microsoft Edge - IE Mode Setup Instructions EPIC Utility Setup Loggin In - Administrator Loggin In - User Account EPIC Setup - Enabling Pop-ups EPIC Instructions - Creating new User logins EPIC Instructions - Creating a New File EPIC Instructions - Copying an Existing File EPIC Instructions - Issuing a CPL EPIC Instructions - Preview and Issue a Title Commitment EPIC Instructions - Policy Corrections EPIC Instructions - Tax document prepartation - Individual 1099S Documents EPIC Instructions - Get a TCC and Create FIRE system credentials EPIC Instructions - CreateFIRE system file