Click this button to order a hyperlinked commitment. Ordering gives the user the ability to upload documents to be linked within the commitment and send a URL for the commitment instead of attaching the file. Click the link to get started.
The above window will open for you. Click the radio button to the left of "Hyerlinked Commitment & Client Portal" and then click the ORDER NOW button.
A pop-up will appear asking for confirmation of the $5 hyperlinked commitment fee. Click OK to confirm or Cancel to prevent the charge from applying. Once ordered and confirmed, the fee cannot be reversed.
This section will house the recording information for the security instrument recorded for any mortgages shown on the GEN INFO tab. Click the link "Recording Information" to get started.
Depending upon the state, one of these three windows will appear to enter the recording information. Date fields will pull information directly from the GEN INFO tab, so make sure to update the document date and recording dates there.
The left screenshot shows the view as seen by Montana and Utah users, the center shows the view for Colorado, and the far right shows the view for all other states except Minnesota and North Dakota.
To use the version for Minnesota and North Dakota, make sure all the fields are completed with the recording information. Click the orange ellipses button to pull the predefined lists.
Select the appropriate option. The screen will disappear and the text box will show the pre-formatted recording information as it will appear on Schedule A.
In any of the optiosn where a text box is present (all states except Maryland and Utah), information can be edited directly in the text file after EPIC has filled in the informaiton. Note that the system does not recognize paragraphs and will not include a carriage return (actions shown when Enter is pressed on the keyboard) on the policies. When entering assignment information that is completed at closing, make sure you have a space after the last period before entering the assignment information.
When complete, scroll back to the top and click the "Close" button. Do not click the "X" to close the window as it could cause EPIC not to save the data.
