Payoffs
If an internal payoff was ordered 2 business days ago and has not been auto uploaded, how do you work the order?
Escalate to TL
What are the 3 core documents to complete an HOI Order?
Declarations Page, Invoice and Replacement Cost Estimate (if applicable)
Is an unsigned CPL acceptable to complete an order with?
Yes- CPLs do not need to be signed
How long do you push out an order that has been escalated to a TL?
2 business days
What tool must we use and upload a screenshot of if we are completing an order with a different city than is listed in index?
USPS Zip Code Lookup
If there are 2 accounts listed for the same bank in Liabilities where do you look to confirm what account number is for the order?
Associated Real Estate Address
What loan types do NOT require an RCE if the dwelling covers the loan amount?
Conventional, USDA, FHA & VA
What state does not allow ISAOA to be present on docs?
Texas
Do 2nd Attempt No Contact Touches count toward the escalation process?
No
When does an order go into No Contact status?
When you do not reach the 3rd party on the first touch of the day.
If the Account Number is not located in Index where are 2 places you can look for it?
Credit report and Mortgage Statement
Can an order be completed if the effective date does not cover the ECD on a purchase?
Yes- email the client with the HOI Effective Date Template
What document do we accept from New York in lieu of a CPL?
E & O
Who do you escalate a request for a wet signed BA to if it is a 122 loan?
The Client
When is it acceptable to be cc'd on an email with documents?
If the documents are being sent while you are on the line.
How many digits of the account number must match to be acceptable?
4 digits in a row excluding 0000
Does the mortgagee clause need to be updated if we receive a renewal policy with the correct mortgagee clause?
No- the current policy does not need to be updated.
What state does not require the subject address's zip code to be listed?
California
Do you place an order in No Contact if you escalate to TL on your touch?
No- you place the order on hold and push 2 business days.
If you cannot access a portal due to an incorrect password, who can reset the password?
A Team Lead
What is the only 3rd party that we can push an order until the turn time they provided with no approval?
HUD
The following mortgagee clause is the 2nd mortgagee on what loan product?
Florida Housing Finance Corporation, ISAOA/ATIMA 227 N. Bronough St., Suite 5000 Tallahassee, FLO 32301
Hometown Heroes
When you are the first follow up on a title order- how far will you push the order?
5 business days unless a shorter turn time is given
If the most recent comment in a 152 payoff is a TL requesting a UWM BA, how do you work the order?
Check DocHub and Salesforce for the UWM BA then contact the TL who worked the order to confirm if a BA was received if you cannot locate it.
What is the correct label for a Closing Disclosure?
Title Supporting Documents - Estimated Title Fees