Managing RDC Transactions in SoftPro 360

Transcription

1 Managing RDC Transactions in SoftPro 360 How to submit a Transaction to RDC RDC, RealtyData Corp, a title services vendor, can be found in the 360 Products menu under Title Services. Double click, or highlight and click on the Submit button to submit a transaction to this vendor. If you already have ProForm order(s) open, they will be listed in the Order Linking dialog. The current active order will be highlighted and entered in the Selected Order Number field. You can select any of these orders, or you can type your ProForm Order number that is not currently open in the Selected Order Number field. Click OK to continue to the next screen

2 The Welcome screen provides basic information about RDC and their services. Click Next to continue. Existing Users enter your Username, Password and Corporate ID. Users that do not have an account may contact RDC by telephone or via the link shown on this screen. Click Next to continue

3 The Order Details dialog displays the products available from RDC. Select the Product Type from the drop down box. The Document Type is only available for you to specify when you are ordering a Document Retrieval product. The Order Type is related to the product being ordered. The Loan Type and County default from your ProForm order. You may also add Notes specific for this transaction. Click Next to continue

4 The Property Information dialog displayes the property information from your ProForm order. You may add or edit any of the data on these screens. Click Next to continue. Note: The Book, Page and Sub Lot fields pull information entered in our SoftPro Select application only. Our SoftPro Standard and Softpro Enterprise applications do not currently support these three fields. You may type this information into this screen if it is available to you

5 The Buyers or Sellers dialog will retrieve all sellers (if your ProForm order is a Purchase) or all buyers/borrowers (if your ProForm order is a refinance). Check off all parties you would like to include in your request to RDC. To edit any of the Buyer/Seller information, highlight the contact and modify the data in the fields located at the bottom of the screen. You may use the Add New Buyer or Seller button to add an additional party that does not exist within your ProForm order. You may also click the Show All button to have all buyers and all sellers added to this screen. Then select the checkboxes for those parties that should be included in your request to RDC. Click Submit to continue. Note: Manually adding a new name will not add this contact to your ProForm order. This name will be submitted to RDC for this transaction only

6 You will receive a confirmation dialog that your transaction has been submitted to RDC. Click Finish. Receiving confirmation When the transaction is initially received by RDC, the status in your SoftPro 360 Queue will appear as In Progress. This indicates that RDC is processing the transaction. Canceling an RDC transaction To Cancel a transaction you must contact RDC directly. The SoftPro 360 transaction can then be changed to show a status of canceled by highlighting the transaction and clicking the Cancel button. The Cancel dialog will tell you that you must contact RDC to cancel this transaction, and you must click I Agree to change the transaction status to Cancelled

7 NOTE: This cancel feature is for maintainence of your 360 Queue only and will not notify RDC of your cancellation request. Reviewing and accepting your documents from the RDC transaction Your RDC transaction will appear in your SoftPro 360 queue with a status of Ready to indicate that your transaction has been processed and the product(s) have been returned to you. You may double click or highlight and click Review to this transaction

8 To Review and Accept the Document(s), click on the View button under the View Document column. By default each document is marked as Selected, click the Accept button to accept the documents into your ProForm order. Click Accept and the following message will appear. Selecting No will go back to the review screen to allow you to make additional edits. Selecting Yes will apply all selected values to the ProForm order. If you select Yes, you will receive the following confirmation. Click OK to continue. The Status of your transaction in the SoftPro 360 Queue will be updated to Accepted

9 The information accepted for your ProForm order will overwrite any existing data, and your document(s) will be available to you from within your ProForm order via the SPImage icon located on the ProForm menu bar. If you are a SoftPro Select user, the documents will be available by clicking on the Attachments & Documents History link located on the documents screen. Ordering an update, adding a name and completing your RDC transactions Transactions that have a status of In Progress and Accepted can be updated by highlighting the transaction and clicking on the Update button. The Update dialog consist of the following options: Order an Update, Add New Name or Complete this transaction. Note: Completing a transaction should only be used after the settlement has occurred. A Completed transaction is no longer available in the SoftPro 360 Queue to order updates

10 Selecting Order an Update and clicking Next will submit the request to RDC and change your transaction status to In Progress. Selecting Add New Name will present you with the Buyers or Sellers screen. To edit any of the Buyer/Seller information, highlight the contact and modify the data in the fields located at the bottom of the screen. You may use the Add New Buyer or Seller button to add an additional party that does not exist within your ProForm order. You may also click the Show All button to have all buyers and all sellers added to this screen. Then select the checkboxes for those parties that should be included in your update request to RDC. Click Submit to continue. Note: Manually adding a new name will not add this contact to your ProForm order. This name will be submitted to RDC for this transaction only

11 The Order Status dialog will show this transaction was submitted successfully. Click Finish. Your transaction will now reflect a status of In Progress. Selecting Complete this transaction will update your transaction status in the SoftPro 360 Queue to Completed. Depending on the View you are using, your transaction may no longer be visible to you from within your SoftPro 360 Queue