Getting There

Start by opening the Order Setup window, then select the tab that reads Borrowers/Buyers.

Description

Use this tab to enter and edit the borrowers, buyers, and sellers associated with your file.

Click the "Add Buyer" button to add a new buyer (or seller) to your list. The Buyers/Sellers window will then open.

You can now insert information into the fields provided as well as add more names to the file.

The "Is a Business" box:

Checking the "Is a Business" box will change the way that the program will interpret the information provided in the name field. People's names are entered LAST, FIRST or LAST_JR., FIRST. The computer will then see the comma and flip the name around to it's proper order for the finished documents. With a Business, However, the comma is sometimes used as a part of the name eg: XYZ Title, INC. Without the "Is a Business" box checked, the computer sees the comma and output then becomes INC. XYZ Title, which is obviously wrong. If the box is checked, the software knows that it is supposed to leave the name the same way that it was entered.

Name Management Options:

Clicking "Delete" will delete the highlighted name and it's attached information. "Save" will save the changes you have made. When you click "Exit," a dialogue box will ask you if you want to save you changes, clicking "No" will cause any changes that you have made to be discarded.

Document Name Types:

There are several options for document name types. Select the one that best fits the file you are working on. You can also choose to have the signature be specific to a certain title using the Title drop down box.