Introduction
Title Search settings let you control how title reports are delivered, stored, and communicated during the loan origination process. These configurations help ensure compliance and improve operational efficiency.
Navigation to This Section
Click the Gear icon in the top-right corner to open Settings.
Select Company Settings.
Expand Loan Setup/Origination.
Select Integrations > Title Search.
Note: If you do not see the Title Search section, it is an additional feature at a cost that must be enabled by our team. This integration is only available to U.S. customers. For assistance, please contact Support or your Customer Success Manager.
Title Search
Setting | Description |
Communication Setup | Links title search activity (e.g., file uploads, status changes, or messages) to predefined communication templates, which users can edit as needed. Notifications are delivered via email only. |
Default Condition | Automatically attaches completed title reports to a selected document condition within the loan record. |
Tip: Only Standard Conditions that have the setting This Condition Requires Document Proof enabled will appear in the drop-down.
Default Contact Information
These fields define who receives communication from the title search provider when an order is submitted. You can choose between user-specific or system-wide contact preferences.
Contact Method | Description |
User Contact | Sends all AFX correspondence to the user who initiated the title search order. Updates and communication go directly to the responsible party. |
System Contact | Uses a static email and phone number for all title search communications. Useful when a centralized admin or compliance officer manages coordination. |
FAQs
Can I use both User and System Contact methods at the same time?
Yes. A default contact method can be set in the system, but it can also be modified for individual title search requests.
What happens if no default condition is set?
If no condition is selected, completed title reports will not be auto-attached to a document condition.
Do Communication Setup notifications send system-wide?
No. Notifications are directed only to the selected contact method either the initiating user or the designated system contact.
Need Further Assistance?
For additional support, contact us:
📧 Email: support@mortgageautomator.com
💬 Live Chat: Click the question icon at the top-right corner of your screen.