Introduction
This article provides a concise overview of how to submit, manage, and review AFX title search orders from within a loan’s Main Property section. It highlights key fields, order tracking, and where to access completed files—all without leaving the loan workspace.
Navigation to This Section
Access any loan from the dashboard.
Go to Property Details.
Scroll to the Main Property section.
Click Title Search to view or create orders.
Note: If you do not see the Title Search button, 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.
AFX Title Search Overview in Main Property
The Title Search feature in the Main Property section provides an integrated interface for submitting, managing, and reviewing title search orders through AFX. This functionality brings together communication and documentation tools, helping users complete title-related tasks efficiently within the loan environment.
Users can view submission history, monitor request statuses, and retrieve title reports all without navigating away from the loan.
Accessing the Title Search Interface
Open a loan and scroll to the Main Property section under Property Details.
Ensure the following fields are completed: Property Address, Legal Description, Property Type, and Owners.
Click Title Search to open the Title Search window.
Tip: If the Legal Description, Property Type, or Owners fields are missing, they must first be enabled in Company Settings.
Title Search Order Details (No Existing Orders)
When there are no title searches on record for the loan, the Title Search window will appear empty. To begin a new request, click Order New Title in the top-right corner.
Overview of New Title Search Fields
When starting a new title search request, the New Title Search window opens with a mix of pre-filled and editable fields:
Field | Description |
Property Type | Auto-filled from the property record. |
Address Fields | Read-only fields that reflect the property address in the loan. |
Owners | Pulled from the Owners field or entered manually. |
Special Instructions | Defaults to the Legal Description; allows up to 500 characters for notes. |
Contact Information | Pulled from the user or system contact as configured in settings. |
Click Submit to send the request. It will then appear in the Title Search tracking panel.
Note: The Property Address fields in the Title Search window are locked. To make changes, you must update the address directly from the loan record.
Reviewing Existing Title Search Orders
Once submitted, title search requests are grouped into three categories: Requested Orders, Orders In Progress, and Completed Orders.
Within each order, users can:
View detailed order information
Message AFX directly
Upload supporting documents
Cancel the request if necessary
Note: You can upload up to 5 supporting documents per title search order, with a combined maximum size of 20MB.
Accessing Completed Title Search Files
Completed title search files are accessible from multiple areas:
Next to the Title Search button in the Main Property section
Inside the AFX Title Search Order Details window
In the Required Documents section
Note: Completed title search files will only appear in the Required Documents section if the condition is mapped as a default in Company Settings.
Title Search Communication Templates
Communication templates are used to notify internal staff of updates related to AFX title search activity. These email notifications are pre-defined by the system but can be edited to suit your team's preferred language and tone.
These internal emails help ensure that your team remains up to date on key changes, without requiring external notifications or manual tracking.
Template Name | Trigger | Description |
Message/File Received | Message or file received | Notifies staff that a new message or document has been received from AFX. |
Product Update | Product change | Alerts staff when the title search product has been updated by AFX. |
Status Update | Order marked as complete | Informs staff that the title search order has been completed. |
Note: Templates are located under Settings > Communication Setup > Integrations > Title Search. Currently, only email notifications are supported.
FAQs
What if I don’t see the Owners field in Main Property?
Enable it under Company Settings > Property Details.
Can I cancel a title search request after submission?
Yes. Open the Title Search Order Details window and select the cancel option.
Where do updates and communications from AFX appear?
All updates and messages are visible in the Title Search Order window and are emailed to the designated user or 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.