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People. Processes. Technology. Results. Presented to: Metropolitan Sewer District Training Document v1.6 Date: May 19, 2017 Presented by: Amitech Solutions Project: Title Quote Application Retooling te - Retooling Training Document for Title Quote Application Retooling Page 2 of 225 1. TABLE OF CONTENTS 1. Application Launch and Registration: ............................................... 4 2. User Registration: ........................................................................... 5 3. Account Activation: ......................................................................... 7 4. User Login: ...................................................................................... 7 5. Forgot Password and Reset Password: ............................................. 8 6. Login as an MSD AR Admin User: ................................................... 10 a. Quote Queue, New Quote and System Messages:............................. 10 b. User Profile Settings Edit/Update: ...................................................... 40 c. User Account Management: ............................................................... 41 d. Data Sorting and Editing Role and Status: .......................................... 43 e. Approve or Deny a user: ..................................................................... 43 i. Approve user: ...................................................................................... 43 ii. Deny user: ........................................................................................... 44 f. Delete User ......................................................................................... 44 g. Email a user: ........................................................................................ 45 h. User Search: ........................................................................................ 45 i. System settings view/edit and update: .............................................. 46 j. Law firm Management: ....................................................................... 47 k. Create/Edit Law Firms: ........................................................................ 48 i. New Law Firm is added to the existing list of law firms. .................... 48 ii. View/Edit Law Firms: .......................................................................... 49 iii. Delete Law Firms: ................................................................................ 50 l. System Message Management: .......................................................... 50 m. Logout: ................................................................................................ 52 n. User Password Management: ............................................................. 53 7. Login as a Title Company User: ...................................................... 54 a. System Messages: ............................................................................... 54 b. Quote Queue: ..................................................................................... 54 c. New Quote / Property Search: ........................................................... 68 d. Regular Sale Quote: ............................................................................ 76 e. Cancel Quote – Regular Sale: .............................................................. 78 f. Flip Quote Create, Update and Cancel: .............................................. 79 g. Foreclosure Quote: ............................................................................. 90 h. Refinance Quote: ................................................................................ 97 i. Quote Transaction Closed (User locked): ......................................... 104 j. 1 to Many Quotes ............................................................................. 109 i. 1 to Many – Report Issue .................................................................. 109 ii. 1 to Many – Regular Sale Quote ....................................................... 111 iii. 1 to Many – Foreclosure Quote ........................................................ 120 iv. 1 to Many – Refinance Quote ........................................................... 129 k. 1 to Many – Print Remittance ........................................................... 138 i. Regular Sale Quote – Print Remittance ............................................ 138 ii. Foreclosure Quote – Print Remittance ............................................. 141 Training Document for Title Quote Application Retooling Page 3 of 225 iii. Refinance Quote – Print Remittance ................................................ 144 l. Special Handling ................................................................................ 147 i. Single Quote – Managed by law firm and MSD AR .......................... 147 ii. 1 to Many – Managed by law firm and MSD AR ............................... 169 m. Edit Profile: ........................................................................................ 198 n. Logout: .............................................................................................. 199 8. Login as a Law Firm User: ............................................................ 200 a. Quote Queue and System Messages: ............................................... 200 b. Edit Profile: ........................................................................................ 213 c. Account Management: ..................................................................... 214 i. View account: .................................................................................... 214 ii. Sort and edit account details: ........................................................... 215 iii. Delete Law Firm: ............................................................................... 216 iv. Logout: .............................................................................................. 216 9. Error Handling: ............................................................................ 217 a. Registration error handling: .............................................................. 217 b. Login and Reset Password error handling: ....................................... 218 c. Other Title Quote application errors ................................................ 219 Training Document for Title Quote Application Retooling Page 4 of 225 1. APPLICATION LAUNCH AND REGISTRATION: Launch URL https://titlequote.stlmsd.com/titlequote/#/ and click the link “Register a new account”. Training Document for Title Quote Application Retooling Page 5 of 225 2. USER REGISTRATION: User can select the desired tab and register as “Title Company” or “MSD Law Firm” or “MSD AR” using the tabs at the top of the registration page. User then need to provide his company and personal information. MSD AR user just need to provide their personal information. Law Firms can only be created by MSD Admin. Users can register to the available law firms only. Currently, there are three law firms Heimos, Kramer & Frank and Gusdorf; where users can register. Users need to enter all mandatory fields to register. Password to be created as per following guidelines: The password must be between 8 and 16 characters. It must contain at least 1 upper case letter, 1 lower case letter and 1 number. Special characters are allowed but not required. Training Document for Title Quote Application Retooling Page 6 of 225 Once the information is entered, the user needs to read and check the “Terms of Use” option and complete the registration process by clicking the “Register” button at the bottom. Success message is displayed. Training Document for Title Quote Application Retooling Page 7 of 225 3. ACCOUNT ACTIVATION: User will receive approval / denial email from MSD within 24 hours post account activation process (please refer MSD AR login process – Section 2.2.1) followed by MSD Admin. 4. USER LOGIN: User can login using the registered credentials. Training Document for Title Quote Application Retooling Page 8 of 225 5. FORGOT PASSWORD AND RESET PASSWORD: If the user forgot his password, he can click the “Forgot Password” link on the Login Page and follow the reset password process. Training Document for Title Quote Application Retooling Page 9 of 225 Post user id validation an email with a link to “Reset Password” will be sent to the user. Training Document for Title Quote Application Retooling Page 10 of 225 Once the password is reset, user can login with new credentials. 6. LOGIN AS AN MSD AR ADMIN USER: a. QUOTE QUEUE, NEW QUOTE AND SYSTEM MESSAGES: On an MSD Admin user login, the home page displays the account management and system settings tabs if there are any pending action to be taken to approve/deny a user . If there are no user related action items for the MSD admin the home page will display the quote queue and new quote tabs. In the case where user related actions are pending the MSD admin can traverse to see the quote queue by pressing the home button at the top navigation bar. Training Document for Title Quote Application Retooling Page 11 of 225 Training Document for Title Quote Application Retooling Page 12 of 225 When an MSD admin user does not have any user related actions to be taken the home page will display the quote queue and new quote tabs. System message (if any) will be displayed at the top. MSD admin user can sort the quotes basis stage, seller name, service address, zip code, locator number, quote ID, submitted by and assigned by categories. Training Document for Title Quote Application Retooling Page 13 of 225 MSD admin user can export the list of quotes available in the queue; to an excel sheet. Training Document for Title Quote Application Retooling Page 14 of 225 MSD admin user can search for a specific quote depending on the search criteria like locator number, property address, business name, owner name and quote ID. Training Document for Title Quote Application Retooling Page 15 of 225 MSD Admin can clear the search by clicking the clear button on the search panel. Quote queue is displayed after clearing the search. Training Document for Title Quote Application Retooling Page 16 of 225 MSD admin user can also filter the quotes based on its stage in progress or awaiting payment. Training Document for Title Quote Application Retooling Page 17 of 225 The stage filter can be cleared by clicking the clear filter button. MSD admin users can use the page controls at the bottom to view quotes in multiple pages. MSD admin users can assign a quote to a law firm or back to the title company from the quote queue by selecting the assigned to drop down. Training Document for Title Quote Application Retooling Page 18 of 225 Once the quote is assigned to a law firm or a title company; the quote is removed from the MSD Admin user quote queue. Training Document for Title Quote Application Retooling Page 19 of 225 Once the quote is assigned the law firm / title company users; email notifications are sent to them. Training Document for Title Quote Application Retooling Page 20 of 225 The queue assigned to a law firm / title company appear in the law firm / title company user’s quote queue. MSD admin users can click the stage icon at the beginning of each quote (row) to view the details of the quote. The quote detail page will have options to go back to the quote queue, print, update of cancel the quote details. Notes, files and the history related to the quote can also be viewed in the quote detail page. Training Document for Title Quote Application Retooling Page 21 of 225 Back to Quote Queue button takes the user back to the quote queue. MSD admin user can print the quote detail by clicking the print button on the quote detail page. Training Document for Title Quote Application Retooling Page 22 of 225 MSD admin user can cancel the quote by clicking the cancel button and providing a reason to cancel the quote. Training Document for Title Quote Application Retooling Page 23 of 225 MSD admin user can update a quote detail from the quote detail page by clicking the update button at the bottom. MSD admin user can update the details of the quote on the quote detail page. Training Document for Title Quote Application Retooling Page 24 of 225 The user can add an account number, balance and status to the existing quote. The Account Sub-Total amount and Total Quote Amount will be updated, as well. Training Document for Title Quote Application Retooling Page 25 of 225 MSD admin user can add notes and attach files to a quote. Notes can be marked as private or it will be public and visible to all. Files attached can be marked as private; or it will be visible to all. Training Document for Title Quote Application Retooling Page 26 of 225 Training Document for Title Quote Application Retooling Page 27 of 225 While the quote details are updated, the MSD admin user can print all the details of the quote. Training Document for Title Quote Application Retooling Page 28 of 225 Once all quote updates are done; the MSD admin user can click the submit to save all the updates. The MSD admin user is taken back to the quote queue page after the quote is updated successfully. Training Document for Title Quote Application Retooling Page 29 of 225 Quote details for quotes in “Awaiting Payment” stage can be viewed by filtering those quotes and clicking the stage icon. Training Document for Title Quote Application Retooling Page 30 of 225 Quote detail screen can view all details of the quote by clicking the “Quote Details” button. Details like judgement information, quote amount, comments/history can be viewed in the quote details screen. Training Document for Title Quote Application Retooling Page 31 of 225 User can click the “Back to Quote Queue” to go back to the quote queue. Training Document for Title Quote Application Retooling Page 32 of 225 MSD users can search for quote which is in “Pending Close” stage and view the details o f the quote by clicking the stage icon at the beginning of quote (row). Quote details screen will have options to print, view quote details and cancel the quote. Users can click the “Quote Details” button to view all details like judgements, quote amounts, comments and history of the quote. Training Document for Title Quote Application Retooling Page 33 of 225 Training Document for Title Quote Application Retooling Page 34 of 225 MSD users can search for quotes in “Cancelled” stage and view the details of the cancelled quote by clicking the stage icon at the beginning of quote (row). Quote details screen will have options to print, view quote details. Users can click the “Quote Details” button to view all details like judgements, quote amounts, comments and history of the quote. Training Document for Title Quote Application Retooling Page 35 of 225 Training Document for Title Quote Application Retooling Page 36 of 225 Users can click “Back to Quote Queue” button to come back to the quote queue. Training Document for Title Quote Application Retooling Page 37 of 225 NEW QUOTE PROPERTY SEARCH MSD admin users can search for a new quote using the new quote tab on the home page. Search can be done based on different criteria like locator number, property address, business name, owner name and account number. The search results will be displayed on the right pane. The search result will have all the details and previous transactions (if any) listed at the bottom. MSD Admin user can view the details on any previous transaction related to the property by clicking the stage icon at the beginning of the quote (row). Training Document for Title Quote Application Retooling Page 38 of 225 MSD Admin use can see the transaction detail for the quote in a read only mode. All notes, files attached, history related to the quote can be viewed and printed using the print button at the bottom. Training Document for Title Quote Application Retooling Page 39 of 225 MSD admin users can cancel the quote by clicking the cancel button and providing a reason to cancel the quote transaction. Training Document for Title Quote Application Retooling Page 40 of 225 Back to quote button will take the user to search result with all the quote details. b. USER PROFILE SETTINGS EDIT/UPDATE: Training Document for Title Quote Application Retooling Page 41 of 225 User can edit and update his profile by selecting the Profile option on the top navigation bar. User gets a confirmation that the profile is updated. c. USER ACCOUNT MANAGEMENT: User can select the “Administration” menu option on the top navigation bar to manage accounts, law firms and add system messages. Training Document for Title Quote Application Retooling Page 42 of 225 Account Management home page will display two sections; one page having all account management capabilities and one page which enables the admin to manage system settings. The account management tab displays a list of all MSD and Title Company users except the ones who are inactive. The law firm users are also not displayed by default. If the user selects the option “Show all users”, all inactive and law firm users will also be added and displayed in the list. The user can also export the grid displayed as .xlsx document using the icon at the top. Training Document for Title Quote Application Retooling Page 43 of 225 d. DATA SORTING AND EDITING ROLE AND STATUS: As a part of user account management, the MSD Admin user can sort data based on first name, last name, user name, company, role, status and last login. The admin user can set a role and change status as desired/applicable. e. APPROVE OR DENY A USER: The admin can approve or deny the user activation by selecting the user and clicking the approve/deny button at the end of each row. i. APPROVE USER: Training Document for Title Quote Application Retooling Page 44 of 225 ii. DENY USER: f. DELETE USER The admin user can delete a user by selecting the user and clicking the delete button at the bottom. The user will permanently be deleted from Title Quote system. However, their transaction history will remain in the system. Training Document for Title Quote Application Retooling Page 45 of 225 g. EMAIL A USER: MSD Admin user can select any user and click the email button at the bottom. Email can be composed and sent to user from the account management screen. Users will receive the email from do-not-reply-title-quote@stlmsd.com. h. USER SEARCH: Admin user can search a/set of user based on pre-defined search criteria. Training Document for Title Quote Application Retooling Page 46 of 225 Search results are displayed at the right pane. i. SYSTEM SETTINGS VIEW/EDIT AND UPDATE: MSD Admin user can also view and edit the system settings related to users, quote items, title company and law firms by selecting the “System Settings” tab. Training Document for Title Quote Application Retooling Page 47 of 225 The default settings as per MSD are displayed at the outset. M SD admin can edit and update, if needed. j. LAW FIRM MANAGEMENT: Law firm company details can be managed by clicking the “Law Firms” option in the “Administration” menu at the top navigation bar. Training Document for Title Quote Application Retooling Page 48 of 225 k. CREATE/EDIT LAW FIRMS: MSD Admin user can create a law firm using “Create a new Law Firm” button. i. NEW LAW FIRM IS ADDED TO THE EXISTING LIST OF LAW FIRMS. Training Document for Title Quote Application Retooling Page 49 of 225 ii. VIEW/EDIT LAW FIRMS: MSD Admin can view, edit or delete an existing law firm in the system. Law firm details can be viewed and edited as needed. Training Document for Title Quote Application Retooling Page 50 of 225 iii. DELETE LAW FIRMS: Existing law firm record can be deleted using the delete icon. The registered law firm will permanently be deleted from Title Quote system. l. SYSTEM MESSAGE MANAGEMENT: An MSD admin user can create and publish system messages providin g the message with its display duration. Training Document for Title Quote Application Retooling Page 51 of 225 System messages can be created by clicking the “Create new system message” button. System messages can be viewed, edited using the icons at the end of each system message record. Training Document for Title Quote Application Retooling Page 52 of 225 MSD admin user can delete a system message using the delete icon for each system message record. m. LOGOUT: User can logout using the “Logout” option in the top navigation bar. Training Document for Title Quote Application Retooling Page 53 of 225 n. USER PASSWORD MANAGEMENT: Password Expired: If the user’s password has expired and the user logs in u sing his old password, he will be prompted with a screen to set his new password. Training Document for Title Quote Application Retooling Page 54 of 225 7. LOGIN AS A TITLE COMPANY USER: a. SYSTEM MESSAGES: Homepage for a title company user will display the quote queue and new quote for a property option. System messages will be displayed at the top of the quote queue right pane. b. QUOTE QUEUE: A title company user gets his quote queue displayed at the onset after login. All quote items with details like seller name, service address, zip code, locator #, Quote ID, Quote Amount, Closing Date, Quote Stage and submitted by are listed in multiple pages Training Document for Title Quote Application Retooling Page 55 of 225 (15/configurable quotes per page). Quote stage icons are displayed in front of each quote. User can click the stage icon to see the details of a quote. Details of the quote have quote item information, owner / buyer information, transaction documentation and disclaimers and policies for the quote. Title company user can click the back to quote button on the quote detail screen to go back to the list of all quote items. They can print the regular sale details and remittance Training Document for Title Quote Application Retooling Page 56 of 225 info of the quote by clicking the print button. Training Document for Title Quote Application Retooling Page 57 of 225 The user can cancel the quote by clicking the cancel button and submitting the reason for cancelation. The quote canceled is removed from the list of quote items and the quote queue is displayed. Training Document for Title Quote Application Retooling Page 58 of 225 Quote items listed can be sorted by all parameters listed at the top. The quote stage can also be filtered. Training Document for Title Quote Application Retooling Page 59 of 225 By default, inactive quotes are not displayed. The user can view them by checking include inactive quote items. Training Document for Title Quote Application Retooling Page 60 of 225 The user can export the list of quote items to an excel document by clicking the export to excel icon at right top corner of the grid. Training Document for Title Quote Application Retooling Page 61 of 225 The user can set the display parameter at the bottom of the grid to display 15, 30, 60 or 90 quotes on the first page. Different Quote stages like in progress, pending close or awaiting payment are displayed with different icons which displays the quote detail when clicked. Training Document for Title Quote Application Retooling Page 62 of 225 Quote Stages: Quote related information like pending with MSD / Law Firm, multiple premises, etc. is displayed at the top of the quote detail screen. Training Document for Title Quote Application Retooling Page 63 of 225 Training Document for Title Quote Application Retooling Page 64 of 225 The user can search for a quote item by selecting the search criteria (Locator #, Business Name, Property Address, Owner Name and Quote ID). Training Document for Title Quote Application Retooling Page 65 of 225 BUSINESS NAME BASED QUOTE SEARCH: PROPERTY ADDRESS BASED QUOTE SEARCH: Training Document for Title Quote Application Retooling Page 66 of 225 OWNER NAME BASED QUOTE SEARCH: QUOTE ID BASED QUOTE SEARCH: Training Document for Title Quote Application Retooling Page 67 of 225 LOCATOR NUMBER BASED QUOTE SEARCH: EXAMPLE MULTIPLE SEARCH RESULTS: Training Document for Title Quote Application Retooling Page 68 of 225 User can clear the search criteria and information by clicking the clear button. User is taken back to the list of quote items in the queue. c. NEW QUOTE / PROPERTY SEARCH: Title company user gets the quote queue displayed at the onset after login. The user needs to click the “New Quote” tab to search for a property, create a quote or request a quote preview. Training Document for Title Quote Application Retooling Page 69 of 225 The user can search for a property based on search criteria like locator number, property address, business name, owner name and account number. The search results are displayed on the right pane. Training Document for Title Quote Application Retooling Page 70 of 225 LOCATOR NUMBER BASED QUOTE SEARCH: PROPERTY ADDRESS BASED QUOTE SEARCH: Training Document for Title Quote Application Retooling Page 71 of 225 BUSINESS NAME BASED QUOTE SEARCH: OWNER NAME BASED QUOTE SEARCH: Training Document for Title Quote Application Retooling Page 72 of 225 ACCOUNT NUMBER BASED QUOTE SEARCH: OWNER BASED QUOTE SEARCH: Contextual search details of the property like owner name, mailing address, account with balance along with features like get ledger, regular sale, foreclosure and refinance are displayed at the bottom of the grid. User can perform any action on the property as needed. Training Document for Title Quote Application Retooling Page 73 of 225 Get Ledger button next to the account with balance displays all transaction details in a popup. User can print ledger details by clicking the print button on the popup. Ledgers are available for any account associated with the premises that has a balance. Ledger will display transactions back to last zero balance. Training Document for Title Quote Application Retooling Page 74 of 225 Training Document for Title Quote Application Retooling Page 75 of 225 User can also view multiple accounts and get respective ledger details by selecting the required account number from the drop down. Training Document for Title Quote Application Retooling Page 76 of 225 d. REGULAR SALE QUOTE: A Title company user can create a regular sale quote by searching a property in the “New Quote” tab and click the regular sale button at the bottom of the page. User can indicate if the seller they are working with is different than the owner per MSD’s records. User can indicate if they know the seller’s new mailing/forwarding address and enter the respective information. User will need to key in the closing date, buyer details and hit the submit button to create a regular sale quote. Training Document for Title Quote Application Retooling Page 77 of 225 User can view and print an estimated quote amount for the entered closing date by clicking the preview button. When the closing date and buyer details are submitted using the submit button at the bottom, a regular sale quote is successfully created and listed in the quote queue of the title company user. Training Document for Title Quote Application Retooling Page 78 of 225 e. CANCEL QUOTE – REGULAR SALE: User can click the quote stage icon on the quote queue list to view the quote detail page. A quote created can be canceled by clicking on the cancel button at the bottom of the quote detail page. User must then select a reason for canceling quote item. Once the quote is canceled it is removed from the quote queue. Training Document for Title Quote Application Retooling Page 79 of 225 f. FLIP QUOTE CREATE, UPDATE AND CANCEL: Title company user can flip a quote created by another user for a regular sale; using the flip button in the quote detail page. User can get the quote detail page by clicking the quote stage icon on the quote queue page. Training Document for Title Quote Application Retooling Page 80 of 225 When the user requests for a flip transaction new closing date and buyer information are entered, and submitted. A new flip quote is created. The quote amount of the flip Training Document for Title Quote Application Retooling Page 81 of 225 transaction will be based on charges beginning with the closing date of the original transaction. User can preview the changes by clicking the “Preview” button. User can print the preview by clicking the “Print” button. Training Document for Title Quote Application Retooling Page 82 of 225 After all information is entered and previewed, user can click the submit button to create the flip quote. Training Document for Title Quote Application Retooling Page 83 of 225 Training Document for Title Quote Application Retooling Page 84 of 225 FLIP QUOTE UPDATE: User can update the flip quote created by clicking update button on the flip quote detail page. Editable information like closing date, buyer name can be entered, previewed and printed by clicking “Preview” and “Print” buttons on the update page. Training Document for Title Quote Application Retooling Page 85 of 225 Training Document for Title Quote Application Retooling Page 86 of 225 Users can attach a file associated with the quote by clicking the “Attach” button. Once all information needed are updated, user can update the quote by clicking the “Submit” button at the bottom. Training Document for Title Quote Application Retooling Page 87 of 225 CANCEL FLIP QUOTE: The user can cancel a flip quote by clicking the cancel button on the quote detail page. A reason to cancel is needed to cancel the quote. Canceling a flip quote will also cancel flip quote item associated with the locator number. Training Document for Title Quote Application Retooling Page 88 of 225 User can cancel the flip quote only; by clicking cancel button on the flip quote detail page. Training Document for Title Quote Application Retooling Page 89 of 225 If the user clicks cancel button on the original quote detail page all associated flip quotes will also be cancelled. The user who created the flip quote will receive notification that their quote item has been cancelled. Training Document for Title Quote Application Retooling Page 90 of 225 g. FORCLOSURE QUOTE: A Title Company User can create a foreclosure quote by searching a property in the “New Quote” tab, selecting the respective property and click the Foreclosure button at the bottom. Training Document for Title Quote Application Retooling Page 91 of 225 User needs to enter the closing date and buyer information. Users can also preview the estimated quote amount for the closing date and print the same. Training Document for Title Quote Application Retooling Page 92 of 225 Training Document for Title Quote Application Retooling Page 93 of 225 A foreclosure quote can be printed, updated and canceled by the buttons available in the quote detail page. Training Document for Title Quote Application Retooling Page 94 of 225 PRINT QUOTE ITEM / REMITTANCE STUB: Training Document for Title Quote Application Retooling Page 95 of 225 UPDATE QUOTE ITEM: Training Document for Title Quote Application Retooling Page 96 of 225 Training Document for Title Quote Application Retooling Page 97 of 225 CANCEL QUOTE ITEM: h. REFINANCE QUOTE: A Title Company User can create a refinance quote by searching a property in the “New Quote” tab and click the Refinance button at the bottom. Training Document for Title Quote Application Retooling Page 98 of 225 User needs to enter the closing date. Users can also preview the estimated quote amount for the closing date and print the same. Training Document for Title Quote Application Retooling Page 99 of 225 CREATE QUOTE: Training Document for Title Quote Application Retooling Page 100 of 225 A refinance quote can be printed, updated and canceled by the buttons available in the quote detail page. Training Document for Title Quote Application Retooling Page 101 of 225 PRINT QUOTE: Training Document for Title Quote Application Retooling Page 102 of 225 Training Document for Title Quote Application Retooling Page 103 of 225 UPDATE QUOTE: Training Document for Title Quote Application Retooling Page 104 of 225 CANCEL QUOTE: i. QUOTE TRANSACTION CLOSED (USER LOCKED): When the closing date of quote created is lapsed; the title company user screen is locked. Only the quote queue is displayed indicating the user needs to take immediate action on the lapsed quote. The quote detail for the quote which locks user has options to print, close transaction and cancel the quote. Training Document for Title Quote Application Retooling Page 105 of 225 PRINT QUOTE: Training Document for Title Quote Application Retooling Page 106 of 225 Training Document for Title Quote Application Retooling Page 107 of 225 CANCEL QUOTE: Training Document for Title Quote Application Retooling Page 108 of 225 CLOSE TRANSACTION: Once the transaction is closed, the stage for that moves to Awaiting Payment. Training Document for Title Quote Application Retooling Page 109 of 225 j. 1 TO MANY QUOTES i. 1 TO MANY - REPORT ISSUE When a title company user logs in to the application; the quote queue tab is displayed at the onset. User can select the new quote tab to search and create a 1 to many quote. When the user searches for a property which has multiple premises for a single locator number, all premises are listed as a search result. The user can verify the property details with their records and proceed to create a regular sale, foreclosure or a refinance quote. If the user sights a discrepancy in the property det ails, the issue can be reported to MSD using the “Report Issue” button. User can enter the details of the issue/discrepancy in a popup and send the same to MSD. The popup is an email editor which has features to send, clear and cancel. Training Document for Title Quote Application Retooling Page 110 of 225 Once the issue is reported; MSD Admin gets an email with the details of the property and the issue details. Training Document for Title Quote Application Retooling Page 111 of 225 ii. 1 TO MANY - REGULAR SALE QUOTE A title company user can search for a property and create a regular sale quote. For multiple premises the user needs to confirm the property information displayed in the search result matches with his records and then click the regular sale button. In case of multiple premises, when the user creates a regular sale quote; a quote item for each property associated with the locator number will be created. This information is communicated to the user via a popup message. Training Document for Title Quote Application Retooling Page 112 of 225 The user can then add a closing date and preview the estimated quote details. User can print the estimated quote by clicking the print button. Training Document for Title Quote Application Retooling Page 113 of 225 While creating the quote, all mandatory fields need to be filled. The submit button will be disabled till all the information is fed. Quotes are created after the user enters all mandatory information and submit the same. User gets a success message once the quotes are created. Training Document for Title Quote Application Retooling Page 114 of 225 1 to many quotes are created and displayed in the quote queue tab. Training Document for Title Quote Application Retooling Page 115 of 225 Details of the quote created can be seen by clicking the stage icon at the beginning of each quote (row). The quote detail screen has all the quote information with options to print, update, cancel or go back to the quote queue page/list. Back to Quote Queue button takes the user back to the quote queue page with quote items listed. Training Document for Title Quote Application Retooling Page 116 of 225 User can update the quote details by clicking the “Update” button at the bottom . In case of 1 to many quotes; when we update a single quote, all items associated with the same locator number will be updated. Training Document for Title Quote Application Retooling Page 117 of 225 Training Document for Title Quote Application Retooling Page 118 of 225 Title company user can cancel the quote by clicking the “Cancel” button at the bottom. Training Document for Title Quote Application Retooling Page 119 of 225 In case of 1 to many; the cancel popup will have a disclaimer the cancel one quote item will cancel all quote items associated with that locator number. Submitting the request will cancel all the quotes and take the user to the quote queue page. Training Document for Title Quote Application Retooling Page 120 of 225 iii. 1 TO MANY – FORECLOSURE QUOTE A title company user can search for a property and create a foreclosure quote. For multiple premises the user needs to confirm the property information displayed in the search result matches with his records and then click the foreclosure button. In case of multiple premises, when the user creates a foreclosure quote; a quote item for each property associated with the locator number will be created. This information is communicated to the user via a popup message. The user can then add a closing date and preview the estimated quote details. User can print the estimated quote by clicking the print button. Training Document for Title Quote Application Retooling Page 121 of 225 Quotes are created after the user enters all mandatory information and submit the same. User gets a success message once the quotes are created. Training Document for Title Quote Application Retooling Page 122 of 225 1 to many quotes are created and displayed in the quote queue tab. Training Document for Title Quote Application Retooling Page 123 of 225 Details of the quote created can be seen by clicking the stage icon at the beginning of each quote (row). The quote detail screen has all the quote information with options to print, update, cancel or go back to the quote queue page/list. Training Document for Title Quote Application Retooling Page 124 of 225 Back to Quote Queue button takes the user back to the quote queue page with quote items listed. Training Document for Title Quote Application Retooling Page 125 of 225 User can update the quote details by clicking the “Update” button at the bottom. In case of 1 to many quotes; when we update a single quote, all items associated with the same locator number will be updated. Training Document for Title Quote Application Retooling Page 126 of 225 Training Document for Title Quote Application Retooling Page 127 of 225 Title company user can cancel the quote by clicking the “Cancel” button at the bottom. Training Document for Title Quote Application Retooling Page 128 of 225 In case of 1 to many; the cancel popup will have a disclaimer the cancel one quote item will cancel all quote items associated with that locator number. Submitting the request will cancel all the quotes and take the user to the quote queue page. Training Document for Title Quote Application Retooling Page 129 of 225 iv. 1 TO MANY – REFINANCE QUOTE A title company user can search for a property and create a refinance quote. For multiple premises the user needs to confirm the property information displayed in the search result matches with his records and then click the refinance button. In case of multiple premises, when the user creates a refinance quote; a quote item for each property associated with the locator number will be created. This information is communicated to the user via a popup message. The user can then add a closing date and preview the estimated quote details. User can print the estimated quote by clicking the print button. Training Document for Title Quote Application Retooling Page 130 of 225 While creating the quote, all mandatory fields need to be filled. The submit button will be disabled till all the information is fed. Training Document for Title Quote Application Retooling Page 131 of 225 Quotes are created after the user enters all mandatory information is filled in. User gets a success message once the quotes are created. 1 to many quotes are created and displayed in the quote queue tab. Training Document for Title Quote Application Retooling Page 132 of 225 Details of the quote created can be seen by clicking the stage icon at the beginning of each quote (row). Back to Quote Queue button takes the user back to the quote queue page with quote items listed. Training Document for Title Quote Application Retooling Page 133 of 225 User can update the quote details by clicking the “Update” button at the bottom. Training Document for Title Quote Application Retooling Page 134 of 225 In case of 1 to many quotes; when we update a single quote, all items associated with the same locator number will be updated. Training Document for Title Quote Application Retooling Page 135 of 225 Training Document for Title Quote Application Retooling Page 136 of 225 Training Document for Title Quote Application Retooling Page 137 of 225 Title company user can cancel the quote by clicking the “Cancel” button at the bottom. Training Document for Title Quote Application Retooling Page 138 of 225 In case of 1 to many; the cancel popup will have a disclaimer the cancel one quote item will cancel all quote items associated with that locator number. Submitting the request will cancel all the quotes and take the user to the quote queue page. k. 1 TO MANY – PRINT REMITTANCE i. REGULAR SALE QUOTE – PRINT REMITTANCE 1 to many regular sale quote remittances can be printed by clicking the “Print” button at the bottom of the quote detail page. Quote detail page is displayed by clicking the stage icon at the start of quote item (row) in the quote queue grid. Training Document for Title Quote Application Retooling Page 139 of 225 Printing a remittance of 1 to many quote will print all quote items associated with the locator number. Training Document for Title Quote Application Retooling Page 140 of 225 Training Document for Title Quote Application Retooling Page 141 of 225 ii. FORECLOSURE QUOTE – PRINT REMITTANCE 1 to many foreclosure quote remittances can be printed by clicking the “Print” button at the bottom of the quote detail page. Quote detail page is displayed by clicking the stage icon at the start of quote item (row) in the quote queue grid. Training Document for Title Quote Application Retooling Page 142 of 225 Printing a remittance of 1 to many quote will print all quote items associated with the locator number. Training Document for Title Quote Application Retooling Page 143 of 225 Training Document for Title Quote Application Retooling Page 144 of 225 iii. REFINANCE QUOTE – PRINT REMITTANCE 1 to many refinance quote remittances can be printed by clicking the “Print” button at the bottom of the quote detail page. Quote detail page is displayed by clicking the stage icon at the start of quote item (row) in the quote queue grid. Training Document for Title Quote Application Retooling Page 145 of 225 Printing a remittance of 1 to many quote will print all quote items associated with the locator number. Training Document for Title Quote Application Retooling Page 146 of 225 Training Document for Title Quote Application Retooling Page 147 of 225 l. SPECIAL HANDLING i. SINGLE QUOTE – MANAGED BY LAW FIRM AND MSD AR Single quotes created by Regular Sale which need special handling have property lien numbers displayed in the quote details section of the search result. Training Document for Title Quote Application Retooling Page 148 of 225 Title company user can view and print the ledger details of the property. Training Document for Title Quote Application Retooling Page 149 of 225 The ledger can also be downloaded as a pdf document. Regular Sale – Quote Title company user can create a regular sale quote for a property that needs special handling by a Law Firm user or MSD AR by clicking the “Regular Sale” button at the bottom of the quote detail page. All mandatory fields to be filled for creating the quote. The submit button will not be enabled till all the required fields have data. Training Document for Title Quote Application Retooling Page 150 of 225 For a property which has lien; the preview of the quote is not available. When are quote for a property (which has lien) is created they are assigned either to a law firm user or an MSD AR user to take actions within the next 48 hours. The same message is displayed to the title company user while using such quotes. Training Document for Title Quote Application Retooling Page 151 of 225 The quote created is listed in the quote queue. User can click the stage icon at the front of the quote item (row); to view quote details. Training Document for Title Quote Application Retooling Page 152 of 225 The quote detail screen will display the disclaimer that the quote item is pending with MSD/Law Firm. The completion takes 48 hours. The quote detail has options to go back to the quote queue, print and cancel the quote. User can use the button to check print and cancel functionalities. Training Document for Title Quote Application Retooling Page 153 of 225 Training Document for Title Quote Application Retooling Page 154 of 225 Foreclosure – Quote Title company user can create a foreclosure quote for a property that needs special handling by a Law Firm user or MSD AR by clicking the “Foreclosure” button at the bottom of the quote detail page. Training Document for Title Quote Application Retooling Page 155 of 225 All mandatory fields to be filled for creating the quote. The submit button will not be enabled till all the required fields have data. For a property which has lien; the preview of the quote is not available. Training Document for Title Quote Application Retooling Page 156 of 225 When are quote for a property (which has lien) is created they are assigned either to a law firm user or an MSD AR user to take actions within the next 48 hours. The same message is displayed to the title company user while using such quotes. Training Document for Title Quote Application Retooling Page 157 of 225 The quote created is listed in the quote queue. User can click the stage icon at the front of the quote item (row); to view quote details. The quote detail screen will display the disclaimer that the quote item is pending with MSD/Law Firm. The completion takes 48 hours. The quote detail has options to go back to the quote queue, print and cancel the quote. User can use the button to check print and cancel functionalities. Training Document for Title Quote Application Retooling Page 158 of 225 Training Document for Title Quote Application Retooling Page 159 of 225 Refinance – Quote Training Document for Title Quote Application Retooling Page 160 of 225 Title company user can create a refinance quote for a property that needs special handling by a Law Firm user or MSD AR by clicking the “Refinance” button at the bottom of the quote detail page. All mandatory fields to be filled for creating the quote. The submit button will not be enabled till all the required fields have data. For a property which has lien; the preview of the quote is not available. Training Document for Title Quote Application Retooling Page 161 of 225 When are quote for a property (which has lien) is created they are assigned either to a law firm user or an MSD AR user to take actions within the next 48 hours. The same message is displayed to the title company user while using such quotes. Training Document for Title Quote Application Retooling Page 162 of 225 The quote created is listed in the quote queue. User can click the stage icon at the front of the quote item (row); to view quote details. Training Document for Title Quote Application Retooling Page 163 of 225 The quote detail screen will display the disclaimer that the quote item is pending with MSD/Law Firm. The completion takes 48 hours. The quote detail has options to go back to the quote queue, print and cancel the quote. User can use the button to check print and cancel functionalities. Training Document for Title Quote Application Retooling Page 164 of 225 Training Document for Title Quote Application Retooling Page 165 of 225 Verification as a Law Firm User All quotes created for Regular Sale, foreclosure or refinance quotes are listed in the quote queue of the associated Law Firm user. Regular Sale Quote displayed in the law firm user’s quote queue. Training Document for Title Quote Application Retooling Page 166 of 225 User can click the quote stage icon to see the details of the quote created. Foreclosure Quote displayed in the law firm user’s quote queue. Training Document for Title Quote Application Retooling Page 167 of 225 User can click the quote stage icon to see the details of the quote created. Similar experience for Refinance quotes. Verification as an MSD AR User All quotes created for Regular Sale, foreclosure or refinance quotes are listed in the quote queue of the associated MSD AR user. Regular Sale Quote displayed in the MSD AR user’s quote queue. Training Document for Title Quote Application Retooling Page 168 of 225 User can click the quote stage icon to see the details of the quote created. Refinance Quote displayed in the MSD AR user’s quote queue. Training Document for Title Quote Application Retooling Page 169 of 225 User can click the quote stage icon to see the details of the quote created. Similar experience for foreclosure quotes. ii. 1 TO MANY – MANAGED BY LAW FIRM AND MSD AR 1 to many quotes created by Regular Sale which need special handling have property lien numbers displayed in the quote details section of the search result. The 1 to many Training Document for Title Quote Application Retooling Page 170 of 225 quotes which have a lien against it are forwarded to Law Firm User or an MSD Admin user to perform actions (which is referred to as special handling). User can get the ledger for the account number of the property. User can print and export/download the ledger in pdf format. Training Document for Title Quote Application Retooling Page 171 of 225 Regular Sale – Quote Training Document for Title Quote Application Retooling Page 172 of 225 User can create a 1 to many regular sale quote by confirming that the property information matches his records and clicking the “Regular Sale” button at the bottom. In case of 1 to many, quote items will be created for all properties associated with a locator number. This message is displayed to the user. Submit button will not be enabled until all mandatory fields to create the quote are filled. Training Document for Title Quote Application Retooling Page 173 of 225 Quote preview for special handling cases are not available. Message displayed to the user. Training Document for Title Quote Application Retooling Page 174 of 225 1 to many quotes created for special handling are routed to MSD AR or Law Firm using for special handling. User is displayed with a popup saying that “Quote request was successfully created. Please allow 48 hours before the quote is completed.”. Training Document for Title Quote Application Retooling Page 175 of 225 Quotes created are listed in the quote queue. User can click the stage icon at the start of the quote item (row) to see quote details. Training Document for Title Quote Application Retooling Page 176 of 225 The quote detail page displays the pending close stage of the quote and mentions to allow 48 hours to be completed by MSD AR / Law Firm. The quote detail page has options to go back the quote queue, print and cancel the quote. Training Document for Title Quote Application Retooling Page 177 of 225 Printing 1 to many quote items will print all quote items associated with the locator number of the property. Training Document for Title Quote Application Retooling Page 178 of 225 Quotes can be canceled using the “Cancel” button at the bottom. Canceling one quote item will cancel all quote items associated with the same locator number of the property. Training Document for Title Quote Application Retooling Page 179 of 225 Foreclosure – Quote Training Document for Title Quote Application Retooling Page 180 of 225 User can create a 1 to many foreclosure quote by confirming that the property information matches his records and clicking the “Foreclosure” button at the bottom. In case of 1 to many, quote items will be created for all properties associated with a locator number. This message is displayed to the user. Training Document for Title Quote Application Retooling Page 181 of 225 Submit button will not be enabled until all mandatory fields to create the quote are filled. Quote preview for special handling cases are not available. Message displayed to the user. Training Document for Title Quote Application Retooling Page 182 of 225 1 to many quotes created for special handling are routed to MSD AR or Law Firm using for special handling. User is displayed with a popup saying that “Quote request was successfully created. Please allow 48 hours before the quote is completed.”. Training Document for Title Quote Application Retooling Page 183 of 225 Quotes created are listed in the quote queue. User can click the stage icon at the start of the quote item (row) to see quote details. Training Document for Title Quote Application Retooling Page 184 of 225 The quote detail page displays the pending close stage of the quote and mentions to allow 48 hours to be completed by MSD AR / Law Firm. The quote detail page has options to go back the quote queue, print and cancel the quote. Printing 1 to many quote items will print all quote items associated with the locator number of the property. Training Document for Title Quote Application Retooling Page 185 of 225 Quotes can be canceled using the “Cancel” button at the bottom. Canceling one quote item will cancel all quote items associated with the same locator number of the property. Training Document for Title Quote Application Retooling Page 186 of 225 Refinance – Quote User can create a 1 to many refinance quote by confirming that the property information matches his records and clicking the “Refinance” button at the bottom. Training Document for Title Quote Application Retooling Page 187 of 225 In case of 1 to many, quote items will be created for all properties associated with a locator number. This message is displayed to the user. Training Document for Title Quote Application Retooling Page 188 of 225 Quote preview for special handling cases are not available. Message displayed to the user. Training Document for Title Quote Application Retooling Page 189 of 225 1 to many quotes created for special handling are routed to MSD AR or Law Firm using for special handling. User is displayed with a popup saying that “Quote request was successfully created. Please allow 48 hours before the quote is completed.”. Quotes created are listed in the quote queue. User can click the stage icon at the start of the quote item (row) to see quote details. The quote detail page displays the pending close stage of the quote and mentions to allow 48 hours to be completed by MSD AR / Law Firm. The quote detail page has options to go back the quote queue, print and cancel the quote. Training Document for Title Quote Application Retooling Page 190 of 225 Printing 1 to many quote items will print all quote items associated with the locator number of the property. Training Document for Title Quote Application Retooling Page 191 of 225 Quotes can be canceled using the “Cancel” button at the bottom. Canceling one quote item will cancel all quote items associated with the same locator number of the property. Training Document for Title Quote Application Retooling Page 192 of 225 Verification by a Law Firm user All 1 to many quotes created for Regular Sale, foreclosure or refinance quotes are listed in the quote queue of the associated Law Firm user. Training Document for Title Quote Application Retooling Page 193 of 225 Regular Sale Quote displayed in the law firm user’s quote queue. User can click the quote stage icon to see the details of the quote created. Foreclosure Quote displayed in the law firm user’s quote queue. Training Document for Title Quote Application Retooling Page 194 of 225 User can click the quote stage icon to see the details of the quote created. Refinance Quote displayed in the law firm user’s quote queue. Training Document for Title Quote Application Retooling Page 195 of 225 User can click the quote stage icon to see the details of the quote created. Verification by an MSD Firm user All 1 to many quotes created for Regular Sale, foreclosure or refinance quotes are listed in the quote queue of the associated MSD AR user. Regular Sale Quote displayed in the MSD AR user’s quote queue. Training Document for Title Quote Application Retooling Page 196 of 225 User can click the quote stage icon to see the details of the quote created. Foreclosure Quote displayed in the MSD AR user’s quote queue. Training Document for Title Quote Application Retooling Page 197 of 225 User can click the quote stage icon to see the details of the quote created. Refinance Quote displayed in the MSD AR user’s quote queue. Training Document for Title Quote Application Retooling Page 198 of 225 User can click the quote stage icon to see the details of the quote created. m. EDIT PROFILE: Title company user use the “Profile” option at the top navigation bar to view and update their profile. Training Document for Title Quote Application Retooling Page 199 of 225 Title company users can edit their profile and update the same. They can set email preferences, as well. n. LOGOUT: User can logout using the “Logout” menu option at the top navigation bar. Training Document for Title Quote Application Retooling Page 200 of 225 8. LOGIN AS A LAW FIRM USER: a. QUOTE QUEUE AND SYSTEM MESSAGES: Law firm user homepage will display the quote queue with all quote items assigned that law firm along with a search functionality. System messages will be displayed at the top of the quote queue right pane. The law firm user’s will get an alert / indicat ion that there are quote items which need immediate attention. Training Document for Title Quote Application Retooling Page 201 of 225 Law firm users can search the quotes depending on various search criteria like case number, locator number, property address, business name and owner name. Law firm user can search for a quote item by entering the case number. Training Document for Title Quote Application Retooling Page 202 of 225 Locator number search will return all quotes with the locator number. Law firm user can also search for quote items using the zip code of the property. Training Document for Title Quote Application Retooling Page 203 of 225 Search by business name of the property owner. Search by owner first and last names is also available. User can click the clear button to go back to the quote queue. Training Document for Title Quote Application Retooling Page 204 of 225 Law firm users can export all quotes in their queue to an excel sheet by clicking the export to excel icon at top right of the quote grid. Training Document for Title Quote Application Retooling Page 205 of 225 Users can sort the quote items with seller name, service address, zip code, locator #, quote ID, quote amount, closing date, stage and submitted by options. User can configure the amount to quotes to be shown per page. Pagination is supported. Law firm users can view the quote details by clicking the stage icon at the beginning of each quote. Training Document for Title Quote Application Retooling Page 206 of 225 Users can go back to the quote queue by clicking the “Back to Quote Queue” button. Training Document for Title Quote Application Retooling Page 207 of 225 Users can view all details of the quote like pending court date, locator number, seller name and judgement information for the property. Users can add unreported judgement accounts and transcribed judgements on the quote details screen. Notes and files can also be added/attached and updated. Training Document for Title Quote Application Retooling Page 208 of 225 Submit button on the quote detail page will be disabled if mandatory fields are not entered. It is enabled once the data is keyed. Training Document for Title Quote Application Retooling Page 209 of 225 Users can modify the pending close date, fees, payments, add judgement accounts and transcribed judgement details on the quote detail screen. Users can add notes and attach files to the quote details. Training Document for Title Quote Application Retooling Page 210 of 225 All changes done by the law firm user can be updated by clicking the submit button at bottom right of the page. Training Document for Title Quote Application Retooling Page 211 of 225 Training Document for Title Quote Application Retooling Page 212 of 225 All updates are routed back to title company or MSD admin depending on business rules. MSD admin can login and search for the quote. All updates made by the law firm user are visible to the MSD admin user. The title company user can view, print and cancel the quote updated by the law firm user. The quote detail of the title company user will have the appropriate notification and case number updated. The title company user cannot update an “In Progress” quote. Notes and attachments added by the law firm user will also not be visible to the title company user. Disclaimers at the top of the quote detail screen are contextual to different business rules like stage of the quote, court date, closing date, etc. If a judgement is added by the law firm user, then the title company will see a transcribed judgement discl aimer in the quote detail “Disclaimers and Policies” section. If law firm user has indicated pending court case before the closing date; then the title company will see a court date disclaimer in the quote details. Training Document for Title Quote Application Retooling Page 213 of 225 If the quote received by title company user has the stage as “Pending Close”; and there is an update done; the quote is routed back to the law firm user. b. EDIT PROFILE: Law firm user can view and update the profile using the “Profile” at the top navigation bar. Profile details can be edited and updated. Users can set email preferences for new quote arrivals. Training Document for Title Quote Application Retooling Page 214 of 225 c. ACCOUNT MANAGEMENT: Law firm admin users can manage the accounts using the “Account Management” option under the “Administration” menu at the top navigation bar. i. VIEW ACCOUNT: Training Document for Title Quote Application Retooling Page 215 of 225 Law firm admin users can view the account details by clicking the view button at the end of each record. ii. SORT AND EDIT ACCOUNT DETAILS: User details like role and status can be edited and updated. The list can be sorted based on first name, last name, user name, status and last login data. Training Document for Title Quote Application Retooling Page 216 of 225 iii. DELETE LAW FIRM: Law firm admin users can delete an account from the list/screen. iv. LOGOUT: User can logout using the “Logout” option at the top navigation bar. Training Document for Title Quote Application Retooling Page 217 of 225 9. ERROR HANDLING: The title quote application ensures that all mandatory fields at all screens/users are entered. The application does not proceed without the required correct data. Few examples are highlighted below: a. REGISTRATION ERROR HANDLING: Training Document for Title Quote Application Retooling Page 218 of 225 b. LOGIN AND RESET PASSWORD ERROR HANDLING: Training Document for Title Quote Application Retooling Page 219 of 225 c. OTHER TITLE QUOTE APPLICATION ERRORS Title Quote application has the capability to communicate all errors (that come across) to the user from the portal. Few examples are listed below. Quote cannot be created - Comes when we search a property and do not find in the system. Error when a quote cannot be created. Training Document for Title Quote Application Retooling Page 220 of 225 Error when a quote item exists and a new quote cannot be created. Error when quote not created due to a problem. Please contact MSD is displayed. Training Document for Title Quote Application Retooling Page 221 of 225 Quote Created but sent for special handling message. Training Document for Title Quote Application Retooling Page 222 of 225 Single quote existing error. Error Account not current in billing. Training Document for Title Quote Application Retooling Page 223 of 225 Error Account not current in billing. Error due to bad data. Training Document for Title Quote Application Retooling Page 224 of 225 Training Document for Title Quote Application Retooling Page 225 of 225 Copyright The information in this document may not be changed without express written agreement of both MSD and Amitech Solutions. ©Copyright 2017 Amitech Solutions. All rights reserved.