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CATIC

User Guide

Managing CPLs & Policy Jackets | November 9, 2016

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Table of Contents Introduction .......................................................................................................................... 4

Benefits/Features .................................................................................................................................. 4

Launching CATIC .................................................................................................................... 5

Access From the 360 Services Menu ..................................................................................................... 5

Select a ProForm Order for Your Search ............................................................................................... 5

Welcome Screen ................................................................................................................................... 6

Login Screen .......................................................................................................................................... 7

Title Services Screen .............................................................................................................................. 8

Table Details .......................................................................................................................... 8

Buttons .................................................................................................................................. 9

Submitting a Closing Protection Letter ................................................................................. 10

Selecting the CPL Product ................................................................................................................... 10

Adding CPL Information Screen .......................................................................................................... 11

Adding Lender Information Screen ..................................................................................................... 12

Reviewing the CPL ............................................................................................................................... 13

Editing a CPL ........................................................................................................................ 14

Submitting a Policy Jacket ................................................................................................... 15

Selecting the Policy Jacket Product ..................................................................................................... 15

Selecting the Jacket Type .................................................................................................................... 16

Adding Order Information ................................................................................................................... 17

Adding Owner Policy Information ....................................................................................................... 18

Adding Mortgagee Policy Information ................................................................................................ 19

Requesting a Simultaneous Policy ...................................................................................................... 20

Adding Commitment Policy Information ............................................................................................ 21

Proposed Owner Policy ....................................................................................................... 21

Proposed Mortgagee Policy ................................................................................................ 22

Reviewing the Policy Jacket ................................................................................................................ 22

Data Section......................................................................................................................... 23

Documents Section .............................................................................................................. 23

Voiding a Policy Jacket ......................................................................................................... 26

SOFTPRO 360 – CATIC – MANAGING CPLS & POLICY JACKETS 11/9/2016

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Introduction The CATIC integration with SoftPro 360 will allow you to seamlessly order CATIC products within

ProForm. SoftPro 360 will be able to create a CATIC file corresponding to information in your ProForm

order and enable you to order CPLs and Policy Jackets through CATIC. Additionally, you’ll be able to edit

a CPL as well as void Policy Jacket. All of this can be done without having to leave your SoftPro

workspace, helping to facilitate a more efficient workflow by reducing or eliminating the duplication of

data.

Benefits/Features

CATIC users are able to:

Request a CPL through CATIC directly from an order.

Request a Policy Jacket, including Owner, Mortgagee, Short Form, Commitment, or

Simultaneous (both an Owner and Mortgagee at the same time).

View the contents of a CPL or Jacket returned from CATIC.

Copy the contents of a CPL or Jacket to their clipboard.

Accept and attach a CPL or Jacket to an order.

Edit an existing CPL created from an order and submit the request to CATIC for an updated

product.

Void a Jacket.


5

Launching CATIC Access From the 360 Services Menu

From the 360 Services menu, double-click CATIC – Jacket/CPL located under the Underwriter

Services folder. This will open the Order Linking screen:

Select a ProForm Order for Your Search

From the Order Linking screen, you can specify the order whose contacts you want to search:


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All the orders that are currently opened in your 360 session will be listed in the Open Order

Numbers pane. The Selected Order Number field will automatically populate with the currently

active ProForm order.

You may select an order from the list which will automatically display in the Selected Order

Number field or you can manually enter the desired order number.

Click OK to navigate to the Welcome screen.

Welcome Screen

The Welcome screen provides a summary of the product & CATIC’s contact information:

Click Next to navigate to the Login screen.

o Click the Skip Welcome Screen checkbox to bypass for future sessions.


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Login Screen

The Login screen requires you to enter your User ID and Password that’s been provided by CATIC. The

Remember me checkbox will allow you to automatically log in the next time you launch this product.

Click Next to continue to the Title Services screen.


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Title Services Screen

The Title Services screen displays a table that lists the products (CPLs or Policy Jackets) that have been

generated for an order. It also serves as a launcher from which you can choose to add or update a CPL or

add or void a Policy Jacket.

Table Details

The columns in the Title Services screen provide the following information:

Action:

o Paper Icon : The product has not been attached to the order (Status =

Ready). Clicking the icon will navigate you back to the Review screen of the

product where you will be able to Accept it and attach it to your order.

o Red Question Mark : The transaction encountered an error and the

transmission could not be completed (Status = Rejected). You can hover over

the question mark or double-click it to view a description of the error.

o No icon displayed: The product has been voided (Status = Voided) or it has

been attached to the order (Status = Completed).

Product: The type of product requested from CATIC. For CPLs, the value will always be

Closing Protection Letter; for jackets, the value will always be Policy Jackets.

Type: For CPLs, the value will always be Lender; for jackets, the values could be Owner,

Mortgagee, or Commitment.

Insured: For CPLs, the value will reflect the name of the lender. For jackets, the value

will reflect the name of the individual or entity covered by the policy jacket.


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Amount: No value will display for CPLs since this is not required to generate a CATIC CPL.

For jackets, the value will reflect the coverage amount of the type of jacket selected.

Status:

o Ready: The product was successfully generated by CATIC and received by 360

but it has not been attached to the order.

o Completed: The product was successfully generated, received by 360, and

attached to the order.

o Rejected: An error occurred with the transmission of the transaction.

o Voided: The transaction for either a CPL or jacket was canceled/voided in CATIC.

Created On: Date and time stamp of when the CPL or jacket was initially generated.

To sort the data in the table by columns, click on a column heading (except for the Action

header). Click once to sort in ascending order and again to sort in descending order.

Buttons

Add Product: Displays the Available Products screen from which you can submit a CPL or Policy

Jacket.

Update: Enables you to update an existing CPL.

Void: Enables you to void an existing Policy Jacket.


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Submitting a Closing Protection Letter Selecting the CPL Product

From the Title Services screen, you can begin the process of requesting a CPL from CATIC.

First, click the Add Product button to open the Available Products screen.

Next, select Closing Protection Letter, which will navigate you to the CPL Information screen.


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Adding CPL Information Screen

The CPL Information screen allows you to enter information needed to request the CPL:

The Agent ID displays at the top of the screen as read-only text.

Select the Branch office from the drop-down.

A list of Attorneys will display for you, based on the branch you select. Select one or more with

the checkboxes or Select All.

The Property field will display the property address in your order. If there are multiple

properties, the first one listed in your order will be selected and display by default. The drop-

down will allow you to select other properties, if applicable.

o The selected Property will display its address in editable fields: Address 1, Address 2,

City, State, and Zip.

The Buyer/Borrower(s) field will display the buyer name present in your order. If there are

multiple buyers in your order, then their names will display together in this field. It will also

display in the CPL you request. You may edit this field.

Click Next to continue to the Lender Information screen.

Click Cancel to return to the Title Services screen.


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Adding Lender Information Screen

The Lender Information screen allows you to enter information needed to request a Lender CPL.

If your order has multiple loans, the Loan dropdown will present numbers that correspond to

each one. The first loan listed in your order will correspond to 1 (default); the second to 2; the

third to 3, etc. Lender information is displayed in Loan Number, Name, and Address fields

(Address 1, Address 2, City, State, and Zip), and reflects the corresponding values from your

order. These will populate based on the Loan number you select. You may edit these fields.

You can manually enter the name of the lender contact in the Attention field.

Successor Language will display by default: “its successors and/or as their interests may

appear”. This clause may be edited or overwritten.

Click Submit to send your order request to CATIC. If successful, you will navigate to the Review

Letter screen.

Click Back to return to the CPL Information screen.



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Reviewing the CPL

After the data you’ve entered is sent to CATIC and the submission is successful, the Review CPL screen

will allow you to access the CPL that was generated:

To view the CPL, click the PDF icon in the View column.

To copy the contents of the document to your clipboard, click the document icon in the Copy column.

The CPL will have the same Document Name and File Name. The components of the name are

formatted and will display as follows:

o CATIC_CPL_{CPL Number}_{YYYYMMDD}

Example: CATIC_CPL_00003168_20161012

The Review CPL screen also displays the File Size and percentage of the file that was

Transferred from CATIC.

Click Accept to attach the CPL to your order. You will automatically return to the Title Services

screen and the CPL will have a status of Completed.

If you Close without attaching your order, you will return to the Title Services screen and the

CPL will have a status of Ready.

You will also be able to view the attached CPLs in your ProForm order under the Attachments

section of your order:


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Editing a CPL From the Title Services screen, you can edit a CPL that you previously created from the order.

Highlight the CPL from the list that you want to edit and click the Update button.

You will navigate through the same screens used to submit a CPL request: CPL Information

Lender Information Review CPL screens.

o The information displayed on these screens will reflect the information you entered in

the last submission for this transaction.

o NOTE: The Property address fields will only display the address that’s currently in your

order; it will not display what you may have updated in the previous submission.

You can view the CPL that was regenerated from CATIC based on your changes from the Review

CPL screen (see Reviewing the CPL).


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Submitting a Policy Jacket Selecting the Policy Jacket Product

From the Title Services screen, you can begin the process of requesting a Policy Jacket from CATIC.

First, click the Add Product button to open the Available Products screen.

Next, select Policy Jacket, which will navigate you to the Jacket Selection screen.


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Selecting the Jacket Type

The Jacket Selection screen allows you to select the type of Jacket you would like to request from CATIC.

Select a Jacket type and click Next to navigate to the Order Information screen.

Simultaneous allows you to submit requests for an Owner and Mortgagee Policy at the same time.

Owner allows you to request an Owner Policy.

Mortgagee allow you to request a Mortgagee Policy as well as a Short Form.

Commitment allows you to request a Commitment Policy.


17

Adding Order Information

The Order Information screen allows you to enter information that is needed to request any type of

Policy Jacket you select.

The Agent ID displays at the top of the screen as read-only text.

Select the Branch office from the drop-down.

The Estimated Closing Date reflects the Settlement Date in your order. You can also edit this

date.

The Property field will display the property address in your order. If there are multiple

properties, the first one listed in your order will be selected and display by default. The drop-

down will allow you to select other properties, if applicable.

o The selected Property will display its address in editable fields: Address 1, Address 2,

City, State, and Zip.

The Property Type has the following options you can select from: (1) Residential 1-4 Family

Dwelling and (2) Non-Residential – All Other Properties.

o By default, it will reflect the value of the Property Use field in your order.

- If Property Use is “Residential,” then Property Type = option (1)

- If Property Use is any value other than “Residential”, then Property Type = option (2)

o You may edit this field.


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Click Next.

o You will continue to the Policy Information screen if you selected:

- Simultaneous

- Owner

- Mortgagee

o You will continue to the Commitment Information screen if you selected:

- Commitment

Click Back to return to the Jacket Selection screen.


Adding Owner Policy Information

The top section of the Policy Information screen contains fields where you can enter information

needed to request an Owner Policy. The lower section includes fields that are necessary to request a

Mortgagee Policy but will be disabled if you opt to only submit an Owner Policy transaction to CATIC.

Policy Amount will reflect the Coverage Amount of the Owner’s Policy in your order. You may

edit this field.

Coverage Type will offer two options to select from: Standard Policy or Expanded Policy.


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Insured/Owner will display the buyer name that’s in your order. If there are multiple buyers in

your order, then their names will display together in this field. You may edit this field.


Jacket screen.

Click Back to return to the Order Information screen.


Adding Mortgagee Policy Information

The lower section of the Policy Information screen contains fields where you can enter information

needed to request a Mortgagee Policy. The top section includes fields that are necessary to request an

Owner Policy but will be disabled if you opt to only submit a Mortgagee Policy transaction to CATIC.



third to 3, etc..


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The lender information, displayed in the Lender and Address fields (Address 1, Address 2, City,

State, and Zip), reflects the corresponding values from your order. These will populate based on

the Loan number you select. You may edit these fields.

Click the Short Form checkbox if you specifically want a Short Form Loan policy.

Policy Amount will reflect the Coverage Amount of the Loan Policy in your order. You may edit

this field.



Jacket screen.



Requesting a Simultaneous Policy

The Owner Policy and Mortgagee Policy sections of the Policy Information screen will allow you to

enter information to request both policies at once.


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See Sections Adding Owner Policy Information and Adding Mortgagee Policy Information in this

guide for a description of the fields on this screen.


Jacket screen.



Adding Commitment Policy Information

The Commitment Information screen allows you to enter information to request a commitment from CATIC.

Commitment Date is the Effective Date of the Commitment in your order. You may edit this

date field.

Proposed Owner Policy

Policy Amount will reflect the Coverage Amount of the Owner’s Policy in your order. You may

edit this field.



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Insured/Owner will display the buyer name that’s in your order. If there are multiple buyers in

your order, then their names will display together in this field. You may edit this field.

Proposed Mortgagee Policy



third to 3, etc.

The lender information, displayed in the Lender and Address fields (Address 1, Address 2, City,

State, and Zip), reflects the corresponding values from your order. These will populate based on

the Loan number you select. You may edit these fields.

Policy Amount will reflect the Coverage Amount of the Loan Policy in your order. You may edit

this field.


Click Submit to send your request to CATIC. If successful, you will navigate to the Review Jacket

screen.



Reviewing the Policy Jacket

After the data you’ve entered is sent to CATIC and the submission is successful, the Review Jacket

screen will allow you to access the Policy Jacket that was generated:


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Data Section

The top section of the Review Jacket screen displays the following information:

o Current Value: The policy number of the last jacket that was created for the order. This

number is currently populated in the order.

o New Value: The policy number of the new jacket that was just generated by CATIC and

is accessible in the Documents section of the Review Jacket screen.

Clicking Accept will overwrite the policy number in the Current Value with the New Value in the

order. If you uncheck the box next to the policy number entry and click Accept, then it will not

be overwritten.

Clicking Close instead of Accept will also prevent the policy number from being overwritten and

retain the Current Value in the order.

Documents Section

To view the Policy Jacket, click the PDF icon in the View column.

To copy the contents of the document to your clipboard, click the document icon in the Copy

column.

The Policy Jacket will have the same Document Name and File Name. The components of the

name are formatted and will display as follows:

o CATIC_{Jacket Type}_{Jacket Number}_{YYYYMMDD}

Example: CATIC_MortgageeJacket_MP00003168_20161012


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The Review Jacket screen also displays the File Size and percentage of the file that was

Transferred from CATIC.

Click Accept to attach the Policy Jacket to your order. You will automatically return to the Title

Services screen and the Policy Jacket will have a status of Completed.

o NOTE: If you uncheck the box next to the policy jacket entry but the box next to the

corresponding policy number in the Data section is checked, the policy jacket will still be

attached to your order when you click Accept.

If you Close without attaching your order, you will return to the Title Services screen and the

Jacket will have a status of Ready.

If you submitted a request for a Simultaneous policy, you will see both an Owner Policy Jacket and a

Mortgagee Policy Jacket.

Click Accept to attach both policies to your order or click Close without attaching either one.

You will also be able to view the attached Policy Jackets in your ProForm order under the

Attachments section of your order:


25


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Voiding a Policy Jacket From the Title Services screen, you can void a Policy Jacket previously created from the order.

Highlight the Policy Jacket from the list that you want to void and click the Void button.

A message will display to confirm that you want to void the jacket:

Clicking Yes will navigate you to the Void Jacket screen.


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Provide a reason for voiding the jacket by selecting one of the options in the Void Reason drop

down:

o Policy Type Changed

o Coverage Type Changed

o Deal Fell Through

o Other

If Other is selected in the drop down as the reason for voiding the jacket, then the Other text

box will automatically be enabled to you to manually enter the explanation.

Click Void to send the request to CATIC.