How To Place An Online Order

Transcription

1 How To Place An Online Order Following are simple instructions on how to place an online order at 1. From the Home page, enter your assigned User Name and Password, then click on Create New Order. 2. Once this option is selected, a new window will open where you will enter pertinent information about the signing.

2 3. The first half of the order form is the Who, When and Where information of the signing, as follows: a) Desired Signing Date Enter the date using the format (mm/dd/yyyy). b) Desired Signing Time Enter pre set signing time or if notary is to set enter Open or After 2:00 etc. This field is limited to 10 characters and additional information can be entered in the comments section. c) Borrower/Signer Enter the first and last name of each person signing. If only one person, leave borrower/signer 2 field blank. If more than 2 are signing include a note in the comments indicating the total number of people signing. d) Signing Location Address Enter the address, city, state and zip code for the signing location. If the exact street address is unknown, enter TBD by Notary and Signer. (Note: An accurate zip code is critical to filling the order!) If the signing is in one of the 5 attorney states (DE, GA, MA, SC, & WV), a warning will appear stating: You have selected an attorney state Additional fees will apply. Please review the invoice for actual fee. e) Phone Numbers Enter all contact phone numbers available including Home, Mobile and Work (Other). Use comments section for any additional information. f) Escrow # / Loan # Enter your internal reference number for the file in the Escrow number field and/or the Loan number, as applicable. If you don t have a file number, enter something to identify what the signing pertains to rather than leaving the Escrow # field blank (important for accounting purposes). a) b) c) d) e) f)

3 4. The second half of the request form is the How and What information. Included are questions about how and where docs will be sent and what is being signed. a) Docs will be sent to? Select who you will be sending the docs to: Notary, Borrower/Signer or Other. b) Docs will be sent by? Select the outgoing delivery method by which docs will be sent: Fed Ex, UPS, , Branch Pickup, esign, Ontrac, Customer Upload or Other. (Note: Contact Bancserv for separate information for uploading documents to our website.) c) Docs will be returned to customer by? Select the return delivery method for how you want the docs returned to you. (Note: It s assumed that the notary is responsible for returning the signed documents, unless otherwise stated in the Comments. d) How many sets of docs to be signed? Select how many sets of docs as follows: One Set 1 set of documents on a single property. Two Sets 2 sets of documents on the same property (ie. 1 st & 2nd TD signing concurrently 1 st TD with piggyback 2 nd or HELOC) 1 Set, 2 Properties 1 set of docs on 2 different properties (1 st TD only) 2 Sets, 2 Properties 2 sets of docs on 2 different properties (1 st & 2 nd TD) e) Which trip is this? Select how many trips the current order represents for this same borrower/signer or how many times our notary has been out to see them. (Most orders will be marked 1 st trip, but if this is the 2 nd or even 3 rd time a notary is going out, check the appropriate button in this section.) a) b) c) d) e) (Continued on Next Page)

4 f) Type of document package? Select the type of document package to be signed from the drop down menu. (This information is important for selecting the best notary and invoicing the order correctly, so please be accurate in your selection.) f) g) Lender Select the lender for your transaction. (A Background Checked Notary will automatically be used on all identified preferred lenders or accounts. If the lender is Provident Funding, who has special rules to follow, a warning will appear asking you to please include specific instructions for the notary.) g) NOTE: Bancserv has the ability to set Items 4a thru 4g to automatically default to the most common answers for each customer account and to even skip over these fields when all orders are reptitively the same. Contact Bancserv for more info. h) Comments Please list any additional information about the signing that is important for Bancserv and/or the notary to be aware of. Some examples include 1) Docs being signed by POA (include specific instructions for how the POA should sign); 2) Docs in the name of a Trust (include instructions on whether docs should be signed with or without Trustee title); 3) Signings with a rate lock expiring or other sensitive timing factors involved (state when it s critical for docs to be returned the same day, particularly when the appointment time is open or late in the day); 4) Make special notary requests, such as being multilingual (list the language needed), having specific experience (i.e. commercial/builder), etc.; 5) Include anything else unique about the signing (i.e. nonborrowing spouse will need to sign only specifically identified documents, borrower is deaf and will communicate through teletype, there will be 7 people signing docs, etc.) (Continued on Next Page)

5 h) 5. All required fields are identified with an asteric (*), which must be completed for an order to be accepted. When all required fields are complete, click Submit and the order is immediately uploaded to Bancserv s database. (Note: An error message will appear informing you if a required field is not completed.) 6. After submitting the order, a summary of the request will appear, which can be printed for your file through your internet browser. When a notary is contracted and the order is filled, Bancserv will you an Order Confirmation reflecting the notary s information and details of your request along with a separate Invoice for the signing fee.