Client Services CCOM SOP

Client Services
CCOM Standard
Operating Procedures
Updated: 10/15/2021
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Table of Contents
ClosingCorp Order Management Overview 5

CCOM Log On 6
Admin Mode 7
Client Dashboard 7
Client Setup - Lender 8
Client Detail - General 8
Client Detail - Notification 12
Client Detail - LOS 13
General Settings 13
Integration Settings 13
Field Delivery 17
Appraisal 17
Title 18
Flood 18
Document Delivery 19
Appraisal 19
Title 20
Flood 21
Client Detail - Services 23
General Settings 23
Appraisal Settings 24
AVM Settings 25
Title Settings 26
AMCs 26
Title Service Providers 28
ResWare Integration 28
ClosingMarket Integration 30
SoftPro Integration 32
SmartGFE, TitleClose, & TitleHound 33
SIT Environment 34
PROD Environment 35
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Other Service Providers (Flood) 35

Vendor Aliases 36
Roles 38
Users 40
Updating User Password 42
Branches 43
Brokers 45
Broker Detail - Details 45
Broker Detail - AMC 46
Broker Detail - Title 46
Broker Detail - TPP 47
Broker Detail - Users 47
Broker Detail - Branches 48
AMC State Table 49
Manual Update 50
Copy From 51
Title State Table 53
Manual Update 54
Copy From 56
Pricing 57
Manual Update 57
Copy From 59
Fees Map 60
Manual Update 60
Copy From 62
Provider Setup - AMC 63
AMC Detail - Detail 63
System Integration - All types except ValuTrac 66
System Integration - ValuTrac 67
Credit Card Processing 68
AMC Detail - Users 70
AMC Detail - Clients 71
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Postman & ValuTrac Integration Type 72

AMC Detail - ValuTrac - Products 74
AMC Detail - ValuTrac - Loan Types 81
AMC Detail - ValuTrac - Loan Purposes 83
AMC Detail - ValuTrac - Property Types 85
AMC Detail - ValuTrac - Occupancy Types 87
Provider Setup - Title 89
Title Provider Detail - Detail 90
Title Provider Detail - Transaction Types 93
Title Provider Detail - Product Types 95
Title Provider Detail - Document Maps 98
Title Provider Detail - State Names 100
Title Provider Detail - Branches 101
Title Provider Detail - Users 103
Title Provider Detail - Clients 105
Appendices 106
Acronyms 107
Definitions 110
Project Management/Agile Terminology 112
Quick Reference Links 114
Revision History 115
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ClosingCorp Order Management Overview
The ClosingCorp Order Management (CCOM) system is a single web-based portal

allowing all parties involved in a residential mortgage transaction to order and receive
real estate services from multiple integrated vendors. CCOM connects lenders and
service providers. Examples of service providers include Title & Closing companies and
Appraisal Management Companies (AMCs).
Lenders place orders in the Order Management Platform for title, closing and
appraisal with service providers. Order management connects the lender and service
provider via APIs (which are technology integrations).
The Order Management Platform provides the lenders and service providers with
order level details, for example: status, order number, ref id, who place the order, date
and time stamps for activities, send and receive messages and documents, place
service notes, view company name and details for lenders and service providers,
property level information.
CCOM provides instant, one-click ordering with verified pricing that all but eliminates
tolerance violations and dramatically improves operational efficiency. It significantly
streamlines the ordering and management of critical settlement services needed to
originate or service a loan. It allows lenders to order appraisals, flood certifications, title
and closing services, and documents in less than sixty seconds.
That’s why mortgage lenders nationwide are relying on vendors who offer online
ordering solutions that seamlessly integrate into their workflows.
This guide provides step-by-step instructions for accessing the ClosingCorp Order
Management system, establishing Clients (lenders) and Providers (AMC, title, flood),
configuring Client/Provider relationships, and setting up integration parameters.
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CCOM Log On
The ClosingCorp Order Management (CCOM) system exists on multiple platforms
including PROD (production environment) and SIT (test environment), with each
requiring separate user credentials.
IMPORTANT: Ultimately all client configurations are completed in PROD, though

Clients or Providers may opt for configuration and testing in the SIT environment.
Functionality-wise, the SIT environment is identical to PROD, but client configurations

and data points may be different in the SIT environment. For the purposes of this
document, the SIT environment is utilized to demonstrate step-by-step instructions
for establishing Lenders, Providers and configurations. The process is identical in
PROD. Links to both environments can be found in the table below:
CCOM Link Environment
PROD https://closingcorpordering.com/ Production
SIT https://sit.closingcorpordering.com/ Test
To log on to CCOM, access the appropriate link above and enter your Username and
Password and click the “Log On” button.
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Admin Mode
Upon entering CCOM, the user is presented with the Dashboard screen. To manage
Lender and Provider accounts the user must enter Admin mode. To enter Admin
mode, click the “Admin” button is in the top right of the CCOM screen:
Client Dashboard
The Client Dashboard is initially presented when entering Admin mode. The menu
options at the top of the Client Dashboard provide access to:
● Clients (Lenders)
● AMC (Appraisal Providers)
● Title Providers
● Other tools
Additionally, the Dashboard initially presents a list of configured Lenders in the

environment, along with a search box to quickly search for a specific Lender.
Individual Lender configurations can be viewed by searching for the Lender name in
the search box and clicking on a specific Client to access the Client Detail pop-up.
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Client Setup - Lender

In CCOM, Lenders are set up and referred to as Clients. Client details include, but are
not limited to:
● General information about the Lender

● Lender services provided
● Linked Providers
● Notification settings for status change and documents
● Integration configuration settings
● Field & Fee mapping
● Users/Roles
This information is gathered from the Lender during the initial sales and consulting
stages and is captured in the Client’s Order Management Implementation
Workbook. The workbook is utilized to add a new Client, or update information on
an existing Client, in the Client Detail pop-up.
IMPORTANT: Before adding a new Client in either SIT or PROD, ensure the client does
not already exist in the environment by utilizing the Search feature to review existing
Client Detail - General.
Client Detail - General

In order to add a new Client, click on the “Add Client...” button in the upper-right
corner of the screen below the Client Dashboard menu.
When adding a new Client, the first tab to appear on the Client Details pop-up is the
General tab. The General tab contains basic Client information including:
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1. Client Name
2. Client address & phone number
3. Website URL
4. Contact information
5. Client password complexity
6. Client Admin contact information
7. Products Enabled
8. Toolbar options
9. Auto Order options
To populate the Client Detail - General tab, start by accessing the Client’s Order
Management Implementation Workbook. The Client Setup tab in the workbook
contains the Client Name, Contact Names, Phone #s, and Email address. Additional
information may be obtained through Salesforce or from the Consulting team.
IMPORTANT: The Consulting team is the primary source for any additional
Client/Provider information.
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Figure A.
● A.1 Name: Client Name, pull from Salesforce.

● A.2 Code: Create a 2-5 character value representing the Lender in CCOM
(e.g., PennyMac Loan Services, LLC is PMLS).
NOTE: If the Code selected is already in use, the name of the Lender will
appear to the right of the Code field, choose a new code.
● A.3 Address: Client Address, pull from Salesforce.
● A.4 City: Client City, pull from Salesforce.
● A.5 State/ZIP: Client State/Zip, pull from Salesforce.
● A.6 Phone: Client Phone, pull from Salesforce.
● A.7 Fax: Client Fax, pull from Salesforce.
● A.8 Website: Client Website, pull from Salesforce.
● A.9 Theme: Theme for portal. Not applicable, leave blank unless instructed.
● A.10 Portal URL: URL for portal. Not applicable, leave blank unless instructed.
● A.11 Contact Us Phone: Client Contact Us Phone, pull from Workbook -
Client Setup tab.
● A.12 Contact Us Email: Client Contact Us Email, pull from Workbook - Client
Setup tab.
● A.13 Contact Us Text: Client Contact Us Text, pull from Workbook - Client
Setup tab.
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Figure B.
● B.1 Password Complexity: Allows for the selection of Password parameters.

Consulting may provide selection criteria, otherwise default is blank.
● B.2 Password Expiration: Allows for the selection of Password expiration.
Consulting may provide selection criteria, otherwise default is blank.
● B.3 Admin Name: Name of Client Admin. Pull from the Workbook User
Setup or Configuration tab.
● B.4 Admin Phone: Phone number of Client Admin. Pull from the Workbook
User Setup or Configuration tab.
● B.5 Admin Email: Email of Client Admin. Pull from the Workbook User
Setup or Configuration tab.
● B.6 Audit Email: Email of Client Auditor. Pull from the Workbook User Setup
or Configuration tab.
Figure C.
● C.1 Products Enabled: Select products provided by the Client, pull from the
Workbook Configuration tab (options are Appraisal, Flood, and Title).
NOTE: Products Fraud, AVM, 4506, and Notary are not utilized, do not select.
● C.2 Toolbar: Select Toolbar buttons to appear if the Client utilizes UI. Pull
from the Workbook Configuration tab.
NOTE: Select Pricing only if Loan Estimate Fees are going to be pulled
through Order Management and not CC Fees.
● C.3 Auto Order: Products selected will be auto ordered whenever another
product is ordered. Not applicable unless requested by Consulting.
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Client Detail - Notification

The system can generate automated email notifications to specific roles based on
predefined actions such as ordering of an appraisal, receiving flood information, or
updates to the title process. The assignment of notifications to roles is captured from
the Client on the Email Notifications tab of the Order Management Implementation
Workbook:
To update the Client in CCOM, navigate to the Client Detail - Notifications tab to
complete the following:
1. Match the Notifications column from the Email Notifications tab to the
Statuses column in the Client Detail - Notifications.
2. From the Roles To Receive Notifications column in the Workbook, check the
box for the appropriate roles in the Client Detail - Notifications tab.
NOTE:
○ LO = Loan Officer
○ PR = Processor
○ UW = Underwriter
○ CL = Closer
○ BORR = Borrower, will send if borrower email is submitted with order.
See below example matching the workbook above to CCOM:
IMPORTANT: Under Document notifications, click “Show All” to display the full list.
An Admin Role must be created on the Roles tab in CCOM (see Roles chapter).
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Client Detail - LOS

The Loan Origination System (LOS) tab contains information relative to the Client’s
integration settings, general settings, field delivery mapping for appraisal, title and
flood, as well as mapping for document delivery. The Client configuration
requirements are contained in the Order Management Implementation Workbook,
under the respective tab for each service.
General Settings
Sets the Client’s general LOS attributes. Settings are available on the Configuration
table of the workbook, or check with Consulting Team for settings:
Figure D.
● D.1 Auto-Order: Select to enable auto-order functionality for Client.

● D.2 Fee Estimate: N/A. Default is deselected.
● D.3 Unknown Users: When selected, if the user submitting an order request
from Client does not exist in CCOM, the user will be automatically set up.
● D.4 Other User Label: N/A. Default is blank.
● D.5 Default Source: Identifies revenue share partners. If Client utilizes
Encompass, then populates the field with “Encompass”, else leave blank
unless instructed by Consulting.
● D.6 Use Fannie 3.2 file: N/A. Default is deselected.
Integration Settings
The Integration Settings allow for the assignment of the integration type between the
Client and CCOM, and to configure the Client’s Integration parameters. There are 10
different integration types in CCOM. For this example, we will focus on the most
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utilized integration type, Encompass. Other integration types will have less
parameters but follow the same context.
To start configuring the Encompass Integration, click on ”ADD“ to the right of

Encompass:
The Encompass Integration Settings will now appear. The Sales Team determines the
integration type with the Lender during the initial sales process. The Integration
Team completes the setup of the Encompass integration settings.
NOTE: Client Services does not set up the Encompass Integration settings, if changes
or settings are required, please contact the Integration Team directly.
Figure E.
● E.1 Client ID: Encompass instance ID for Lender.

● E.2 Affiliate Code: N/A. Legacy field.
● E.3 Server: URL configured to communicate with proxy.
● E.4 Username: Encompass user provided by Lender to allow data to be
written into Encompass by CCOM.
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● E.5 Password: Encompass password provided by Lender to allow data to be

written into Encompass by CCOM.
Figure F
● F.1 Behavior: Integration settings can have specific behavior attributes

associated with them including, but not limited to, using asynchronous
communications with Lender, disable business rules to overwrite Lender
business rules, write to protected folders to place documents in CCOM
efolders.
● F.2 Intent to Proceed: Identifies the Intent To Proceed document must be
in an efolder before order can be placed.
● F.3 ITP Received Date Field: Intent To Proceed received date.
● F.4 ITP Override Date Field: N/A. Legacy field.
● F.5 ITP Confirm Prompt: N/A. Legacy field.
● F.6 Price Before Order: Enables fees to be displayed at time of order
creation.
● F.7 New Order Fields: N/A. Legacy field.
● F.8 Zip Code Lookup: Enables Encompass Lenders to use the Zip Code
Lookup feature in CCOM. If disabled, Lender must manually input city, state,
zip and address. Legacy field.
● F.9 Non-Locking Updates: N/A. Legacy field.
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Figure G.
● G.1 GFE Upload: N/A. Legacy field.

● G.2 Use Fannie 3.2 File: N/A. Legacy field.
● G.3 New Loans Folder: N/A. Legacy field.
● G.4 Auto-Upload Documents: Required to be enabled to auto push docs
into Encompass automatically. If not enabled, documents must be manually
uploaded.
NOTE: Only enabled on Lender accounts with Proxy.
● G.5 Deliver Stand-alone Note: When selected, the Note document is
delivered separate from other docs.
● G.6 Lookup ID Field: N/A. Legacy field.
● G.7 Default Milestone: Looks at milestones to determine if in the correct
state to be delivered into Encompass. May cause documents and status not
to report back to Lender if not set appropriately. Default value is
@LastCompleted (must match exact).
IMPORTANT: Any questions related to integration settings should be directed to the

Integration Team. Incorrect integration settings will cause the process to break with
the Lender.
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Field Delivery
Field Delivery mapping is located on each of the Appraisal, Title Data and Flood tabs
of the Workbook. Copy the mapping values to CCOM for each of the services provided
by the client.
Appraisal
To input Appraisal Field mapping, navigate to the Appraisal tab of the Workbook:
● Identify the Appraisal Data Mapping columns:
NOTE: Open the Client Delivery - LOS tab, click on the “Show All” prompt to the right
of Appraisal Fields, this will open the Appraisal Field mapping list.
● Matching the Appraisal Data column to the Appraisal Fields label in CCOM,
copy the field mapping value from the workbook to CCOM:
● Complete the above steps for all fields containing a mapping value in the
workbook.
IMPORTANT: Multiple fields may be mapped for Data or Documents by separating

field names with a comma.
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Title
To input Title Field mapping, navigate to the Title Data tab of the Workbook:
● Identify the Title Data Mapping columns:
● Open the Client Delivery - LOS tab, click “Show All” for Title Fields.
● Match the Title Data column to the Title Fields label in CCOM, copy the field
mapping value from the workbook to CCOM:
workbook.
Flood
To input Flood Field mapping, navigate to the Flood tab of the Workbook:
● Identify the Flood Data Mapping columns:
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● Open the Client Delivery - LOS tab, click “Show All” for Appraisal Fields.
● Match the Flood Data column to the Flood Fields label in CCOM, copy the
field mapping value from the workbook to CCOM:
workbook.
Document Delivery
Document Delivery mapping is also located on the Appraisal, Title and Flood tabs of
the workbook. Copy the mapping values to CCOM for each of the services provided by
the client:
Appraisal
To input Appraisal Document mapping, navigate to the Appraisal tab of the

Workbook:
● Identify the Appraisal Document Mapping columns:
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● Open the Client Delivery - LOS tab, click “Show All” for Appraisal Documents.
● Matching the Documents column to the Appraisal Documents label in
CCOM, copy the field mapping value from the workbook to CCOM:
● Complete the above steps for all documents containing a mapping value in
the workbook.
IMPORTANT: Multiple fields may be mapped for Data or Documents by separating

field names with a comma.
Title
To input Title Document mapping, navigate to the Title tab of the Workbook:
● Identify the Title Document Mapping columns:
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● On the Client Delivery - LOS tab, click “Show All” for Title Documents.
● Matching the Documents column to the Title Documents label in CCOM,
copy the field mapping value from the workbook to CCOM:
● Complete the above steps for all documents containing a mapping value in
the workbook.
Flood
To input Flood Document mapping, navigate to the Flood tab of the Workbook:
● Identify the Flood Data Mapping columns:
● Open the Client Delivery - LOS tab, click “Show All” for Other Documents.
● Match the Flood Data column to the Flood Fields label in CCOM, copy the
field mapping value from the workbook to CCOM:
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workbook.
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Client Detail - Services

The Services tab provides a centralized location for the setting of Provider services and
the linking and configuration of service Providers. The General Settings allows for
requiring, enabling, and disabling of key Client parameters. Appraisal Settings
provide options relevant to payments, appraiser assignments, and establishing due
dates, while Title Settings include subordination, pricing and other optional settings.
Individual Providers are also linked and configured to the Client from the Services tab.
General Settings
Sets the Client’s general Services attributes. Settings are available on the
Configuration table of the workbook, or check with Consulting Team for settings:
Figure H.
● H.1 E-Disclosure Consent: If selected, E-Disclosure Consent Date is

required in order request.
● H.2 Loan Number: If selected, Loan # is required in order request.
● H.3 Loan Officer: If selected, Loan Officer is required in order request.
● H.4 Processor: If selected, Processor is required in order request.
● H.5 TPP: Select to enable Third Party Processor.
● H.6 Zip Code Lookup: Select to enable Zip Code Lookup.
● H.7 Estimated Values: Select to disable estimated values.
● H.8 Fees On Order: Select to disable fee quote on order.
● H.9 Client: If selected, limits the client information dropdowns within the
roles of the specific broker company.
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Appraisal Settings
Sets the Client’s Appraisal Provider attributes. Settings are available on the
Configuration table of the workbook, or check with Consulting Team for settings:
Figure I.
● I.1 Assignment Type: 3 types:

○ None - Lender chooses AMC from dropdown during order request.
○ External - Lender must send AMC name when placing order.
○ State Table - uses AMC state table (allocations).
● I.2 AMC Required: If enabled, requires AMC in order request.
● I.3 AMC Pricing: Turns on AMC Pricing features.
● I.4 Payment: Provides payment and invoicing parameters along with
options to choose for cover and templates.
● I.5 Review Data: Allows for selection of ALAMODE, FNC, LSAM, VI or
Internal for appraisal review providers.
NOTE: This adds to pricing.
● I.6 Purchase Agreement: Select “Add Document” to allow upload of
Purchase Agreement and Appraisal Misc. Doc on Encompass Appraisal
Order Entry screen.
● I.7 Appraiser Assignment: When selected, the borrower is notified when
the appraiser is assigned.
● I.8 Auto Assignment: If enabled, auto assignment of appraisers on new
orders will occur.
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● I.9 Client Preferred: If selected, only client preferred appraisers will be auto
assigned.
● I.10 Search Radius: Auto assignment of minimum search radius.
● I.11 Min Fee Details: Auto assignment of minimum fee delta.
● I.12 Min Rating: Auto assignment of minimum appraiser rating.
● I.13 Due Date: If Client requires additional days for review, set number of
days for each stage, otherwise default is blank. Selecting Allow Edit provides
the Client with the ability to change the due date when placing new appraisal
orders.
● I.14 VA Appraisal: If enabled, allows submission of 1004 and 1073 for VA
orders.
● I.15 Pricing Default: If enabled, pricing tool is visible by default.
● I.16 Pricing Best Efforts: N/A, default is deselected.
● I.17 Delegate to AMC: If enabled, funds will be deposited into AMC’s
Authorize.net Account. If disabled, CCOM will look for Lender’s Authorize.net
account. If no account is found, Lender will be required to provide other
payment options.
IMPORTANT: Critical setting, ensure with Consulting appropriate selection.
● I.18 Paid by: If selected, allows selection of Paid by Borrower, Broker,
Lender, Other on the Roles tab.
● I.19 Borrower Copy: Triggers the issuance of borrower documents. Default
setting is “On Completed”. Additional fields allow for the delaying of
issuance and establishment of review steps by Client.
● I.20 Document Delivery: If enabled, allows individual document delivery.
● I.21 Investment Defaults: Select Income Stmt. or Rent Sch. to add
investment income statement by default.
● I.22 Appraisal Pricing Add-Ons: Select to disable Rural Appraisal or Rush
add on fees.
AVM Settings
Client Services does not have the ability to set AVM settings. For specific questions,
check with the Consulting Team.
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Title Settings
Sets the Client’s Title Provider attributes. Settings are available on the Configuration
table of the workbook, or check with Consulting Team for settings:
Figure J.
● J.1 Assignment Type: 3 types:

○ None - Lender chooses AMC from dropdown during order request.
○ External - Lender must send AMC name when placing order.
○ State Table - uses AMC state table (allocations).
● J.2 Insured Name: N/A. Default is blank.
● J.3 Pricing Default: If enabled, pricing tool is visible by default.
● J.4 Pricing Best Efforts: N/A, default is deselected.
● J.5 Tax Stamps Only: N/A. Default is blank.
● J.6 Subordination: N/A. Default is blank.
● J.7 Fee Rounding: Default is Normal Rounding, only if Lender is using CCOM
Fees.
● J.8 Send Contacts: N/A. Default is blank.
● J.9 Order Comments: N/A. Default is blank.
● J.10 Provider Admin Email: Input Providers admin email.
AMCs
Once an AMC has been input into CCOM, the AMC can be linked as a Service Provider
to the Lender. In order to integrate an AMC to a Lender, navigate to the AMCs section
of the Services tab, and click ”Add” next to AMCs, to expand the Provider list. Locate
the specific AMC and click “Add” to the right of the Provider’s name. An AMC
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Provider that is already linked will show an icon next to the AMC’s name. Clicking
on the icon will show the configuration settings.
NOTE: For information regarding setting up an AMC Provider, or searching to see if

an AMC Provider exists, see Provider Setup - AMC.
Figure K.
NOTE: AMC configuration varies based on the Provider. The four primary
configurations are demonstrated in the example above. The options under Advanced
are infrequently required. Utilize the below for establishing field variables:
● K.1 Company ID: Obtain directly from AMC. Numerical value representing
Lender in the AMC’s system.
● K.2 Client ID: CCOM Client ID unless otherwise directed by AMC, in which
case apply value provided by AMC. The CCOM Client ID can be located on the
Client Detail - General Tab in the upper-right hand corner. If left blank, CCOM
defaults to the Lender’s CCOM Client ID.
● K.3 Service URL: The AMC provides the Service URL to map.
● K.4 Username: The AMC provides the Username to map.
● K.5 Password: The AMC Provider the Password to map.
● K.6 Auth. Token: The AMC Provider provides the Authorization Token to
map.
● K.9 Requester Name: The AMC provides the Requestor Name to map.
● K.10 Partner Client ID: The AMC provides the Partner Client ID to map.
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IMPORTANT: An AMC to Lender configuration is unique. One AMC cannot have the
same configuration on two Lenders, or the connection will fail.
Title Service Providers

Once a Title Provider has been input into CCOM, the Title Company can be linked as
a Service Provider to the Lender. In order to integrate a Title Provider to a Lender,
navigate to the Title Service Providers section of the Services tab, and click “Add” next
to Title Service Providers, to expand the Provider list. Locate the specific Title
Provider and click “Add” to the right of the Provider’s name. A Title Provider that is
already linked will show an icon next to the Title Provider’s name. Clicking on the
icon will show the configuration settings. For the purposes of this document, setup
for three Title Provider integration types will be outlined: ResWare, ClosingMarket,
and SoftPro. Title Provider Integration information is obtained from the Title Provider
and documented in the Title Provider Workbook, unless otherwise specified.
NOTE: For information regarding setting up a Title Service Provider, or searching to

see if a Title Provider exists, see Provider Setup - Title.
ResWare Integration
When a Title Provider is initially setup in CCOM, an Integration Type is selected for the
Title Provider (see Provider Setup - Title for more information). For mapping
Integration Types of ResWare, navigate to the Title Service Providers section on the
Client Detail - Services tab and click “Add“ to the right of the Title Service Providers
label. Next, identify the Title Service Provider in the list and click “Add” to the right of
the company name. Below is an example of a ResWare configuration for Solidifi:
IMPORTANT: When working with a ResWare Provider, ensure the Provider contacts
Qualia to obtain the most updated version of the ResWare job aide for CCOM. If it is
an existing Provider in CCOM, the only information to obtain from the Provider is the
Username, Password, Client ID for the new Lender, and if the Lender is doing CCOM
fees, new fee credentials are required.
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Figure L.
● L.1 Url: Endpoint URL CCOM submits order requests into. Obtain from Title
Provider or can be copied from a ResWare configuration from another
Lender.
● L.2 Rest Url: Endpoint URL CCOM submits order requests into ONLY if the
Provider is using Restful API connection. Obtain from Title Provider or can
be copied from a ResWare configuration from another Lender.
● L.3 Client ID: Lender’s ID in ResWare system. Obtain from Title Provider.
● L.4 Office ID: Instance ID in ResWare system. Obtain from Title Provider.
● L.5 Username: Username credential for posting into ResWare. Obtain from
Title Provider.
NOTE: ResWare Provider is required to confirm credentials on their web
portal to ensure functions.
● L.6 Password: Username credential for posting into ResWare. Obtain from
Title Provider.
● L.7 Clients Client ID: Used by Lender to designate separate accounts as
subaccounts, default is blank. Obtain from Title Provider.
● L.8 Note Coord. ID: Not typically used or required by Title Provider. If
needed, Obtain from Title Provider.
● L.9 Custom Status Page: Legacy field, not utilized, leave blank.
● L.10 IFrame Header Size: Legacy field, not utilized, leave blank.
● L.11 Use Binary Interface: Defines the convention of the file. Default is
always enabled.
● L.12 Use Rest Interface: Defines interface utilization of Rest URL. Default is
always enabled.
● L.13 Use Rest Placeholder: Legacy field, not utilized, leave blank.
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● L.14 Use Rest Notes: Enabling uses Rest API instead of standard connection,
allowing Provider to send larger file documents. Obtain from Title Provider
or can be copied from a ResWare configuration from another Lender.
● L.15 Use CD Names: Default is always enabled.
● L.16 Estimate Username: Legacy field, not utilized, leave blank.
● L.17 Estimate Password: Legacy field, not utilized, leave blank.
● L.18 Use TH Deed Fee: Enabling uses TitleHound to obtain the Deed Fee.
Obtain from Title Provider
● L.19 Use Live Notes: Legacy field, not utilized, leave blank.
● L.20 SmartGFE: When enabled, additional configuration fields appear, see
section SmartGFE, TitleClose & TitleHound.
● L.21 TitleClose: When enabled, additional configuration fields appear, see
● L.22 TitleHound: When enabled, additional configuration fields appear, see
● L.23 Deed Prep Fee: Standardized Deed Prep Fee input into CCOM. Default
value is 100 unless otherwise specified.
● L.24 Deed Pages: Standardized number of Deed Pages which can be input
into CCOM. Default value is 5 unless otherwise specified.
● L.25 Mortgage Pages: Standardized number of Mortgage Pages which can
be input into CCOM. Default value is 35 unless otherwise specified.
● L.26 Is Default: Configure at Lender’s request. If enabled, Title Provider
appears at the top of the drop-down list for Title Provider selection when an
order request is made.
ClosingMarket Integration
Integration Types of ClosingMarket, navigate to the Title Service Providers section on
the Client Detail - Services tab and click “Add” to the right of the Title Service Providers
the company name. Below is an example of a ClosingMarket configuration for BCHH
Inc.:
NOTE: ClosingMarket is a RamQuest product. For any escalation needs, RamQuest

contacts can be identified on the Contract Document from the Consulting Team.
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Figure M.
● M.1 Url: Endpoint URL CCOM submits order requests into. URL is the same
for all ClosingMarket integrations. Copy and paste the following:
https://test.closingmarket.com/ClosingMarketService/CMInterface.asmx
● M.2 Enterprise ID: Unique identifier value provided by ClosingMarket.
● M.3 Client ID: CCOM Client Id. Can be obtained from the Client Detail -
General tab in the upper right-hand corner.
● M.4 Custom Status Page: Legacy field, not utilized, leave blank.
● M.5 Outbound Username: Username credential for posting into
ClosingMarket. Obtain from Title Provider.
● M.6 Outbound Password: Password credential for posting into
ClosingMarket. Obtain from Title Provider.
● M.7 Inbound Username: Username credential ClosingMarket uses for
posting into CCOM. Created by Client Services, unique by Lender.
● M.8 Inbound Password: Username credential ClosingMarket uses for
posting into CCOM. Created by Client Services, unique by Lender.
IMPORTANT: Inbound Username and Password must be communicated to
ClosingMarket.
● M.9 SmartGFE: When enabled, additional configuration fields appear, see
● M.10 TitleClose: When enabled, additional configuration fields appear, see
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● M.11 TitleHound: When enabled, additional configuration fields appear, see

● M.12 Deed Pages: Standardized number of Deed Pages which can be input
into CCOM. Default value is 5 unless otherwise specified.
● M.13 Mortgage Pages: Standardized number of Mortgage Pages which can
● M.14 Is Default: Configure at Lender’s request. If enabled, Title Provider
SoftPro Integration
Integration Types of ResWare, navigate to the Title Service Providers section on the
Client Detail - Services tab and click “Add” to the right of the Title Service Providers
the company name. Below is an example of a SoftPro configuration for Fidelity
National Title:
Figure N.
● N.1 Website Url: Legacy field, not utilized, leave blank.

● N.2 Orders Url: Order URL provided by SoftPro. URL is the same across all
Title Providers utilizing SoftPro integration. URL can be copied from below
or another SoftPro Title Integration, but the Routing Number value at the end
of the URL is unique and must be updated (see example below, red text is
Routing Number to update). Obtain Routing Number from SoftPro:
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https://alpha.softprohq.com/transaction/Submit?productid=64155F88-
979E-4D36-92FC-CF5285BBF377&routingnumber=410060
● N.3 Client ID: CCOM Client Id. Can be obtained from the Client Detail -
General tab in the upper right-hand corner.
● N.4 Username: Username credential for posting into SoftPro. Obtain from
SoftPro.
● N.5 Password: Password credential for posting into SoftPro. Obtain from
SoftPro.
● N.6 Inbound Username: Username credential CCOM provides to SoftPro
for accessing the system.
● N.7 Inbound Password: Password credential CCOM provides to SoftPro for
accessing the system.
● N.8 SmartGFE: When enabled, additional configuration fields appear, see
● N.9 TitleClose: When enabled, additional configuration fields appear, see
● N.10 TitleHound: TitleHound: When enabled, additional configuration fields
appear, see section SmartGFE, TitleClose & TitleHound.
● N.11 Deed Pages: Deed Pages: Standardized number of Deed Pages which
can be input into CCOM. Default value is 5 unless otherwise specified.
● N.12 Mortgage Pages: Standardized number of Mortgage Pages which can
● N.13 Is Default: Configure at Lender’s request. If enabled, Title Provider
SmartGFE, TitleClose, & TitleHound
SmartGFE, TitleClose, and TitleHound are third party companies that provide title fees.
Lender’s may choose to utilize any of these companies. When a Lender places an
order, they request fees through the Order Management screen. CCOM will
communicate with the third-party company to return applicable fees. When
SmartGFE, TitleClose and/or TitleHound are selected, additional field inputs appear
below each category:
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Figure O.
SmartGFE:
SmartGFE is CCOM fees through CC Smart Fees. SmartGFE has the same
configuration for all Title Providers for URL, API and Password, though they are
different in the SIT environment vs. the Production environment. The SmartGFE User
ID is the only unique variable. See below:
SIT Environment
● O.1 SmartGFE Url: Copy and paste the following into the SmartGFE Url:
https://sitdev.smartfees.com
● O.2 SmartGFE Api Key: Unique key to access API. Copy and paste into the
SmartGFE API Key:
386c6790-e4ed-4012-a03d-9cb10c228828
● O.3 SmartGFE Password: Copy and paste the following into the field:
password
● O.4 SmartGFE User ID: Provided by the SmartFees team. RSL Ticket in
Salesforce will identify appropriate contact.
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PROD Environment
● O.1 SmartGFE Url: Copy and paste the following into the SmartGFE Url:
https://developer.smartfees.com
● O.2 SmartGFE Api Key: Unique key to access API. Copy and paste into the
SmartGFE API Key:
386c6790-e4ed-4012-a03d-9cb10c228828
● O.3 SmartGFE Password: Copy and paste the following into the field:
tz9RH2snxy
● O.4 SmartGFE User ID: Provided by the SmartFees team. RSL Ticket in
Salesforce will identify appropriate contact.
TitleClose:
● O.5 TitleClose Url: Endpoint URL CCOM submits request to. TitleClose
provides the URL to map.
● O.6 TitleClose Client ID: Unique ID in TitleClose system. TitleClose provides.
● O.7 TitleClose Username: Username credential for connecting to TitleClose.
Obtain from Title Provider.
● O.8 TitleClose Password: Password credential for connecting to TitleClose.
Obtain from Title Provider.
TitleHound:
● O.9 TitleHound Url: Endpoint URL CCOM submits request to. TitleHound
provides the URL to map.
● O.10 TitleHound Client ID: Unique ID in TitleHound system. TitleHound
provides.
● O.11 TitleHound Username: Username credential for connecting to
TitleHound. Obtain from Title Provider.
● O.12 TitleHound Password: Password credential for connecting to
TitleHound. Obtain from Title Provider.
Other Service Providers (Flood)

The Other Service Providers section allows for the configuration of ServiceLink Flood
for the ordering of Flood zone evaluation reports. To configure ServiceLink Flood, click
“Add” next to Other Service Providers, to expand the Provider list. Locate the
specific ServiceLink Flood and click “Add” to the right of the name. If ServiceLink
Flood is already linked an icon will show next to the name. Clicking on the icon
will show the configuration settings.
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IMPORTANT: Account Management is responsible for ensuring agreements are in

place with the Lender & ServiceLink, as well as ClosingCorp & ServiceLink to transact
on behalf of the Lender. Agreements should be in place prior to starting setup.
Figure P.
● P.1 Url: The URL utilized is consistent across all flood setups. Copy and paste
the following URL into the field:
https://sgmso40.floodedi.com
● P.2 Account: Contact ServiceLink Flood, Partnership Manager at 800-833-
6347, to obtain account number input.
● P.3 Username: The Username utilized is consistent across all flood setups.
Copy and paste the following Username into the field:
WESTVM1
● P.4 Password: The Password utilized is consistent across all flood setups.
Copy and paste the following Password into the field:
6Ea#A6EB
● P.5 Product: The Product default input is FLC. Occasionally a Lender will
request a different Product such as FL.
● P.6 Inbound Username: The Inbound Username utilized is consistent across
all flood setups. Copy and paste the following Inbound Username into the
field:
Pmsluser
● P.7 Inbound Password: The Inbound Password utilized is consistent across
all flood setups. Copy and paste the following Inbound Password into the
field:
pMacPw3!
Vendor Aliases
Providers can be listed with an Alias name (or DBA) based on the Lender/Provider
preference. Alias names are used specifically by Clients using APIs to connect to order
management. This allows Lenders to pass an alternate Provider name in CCOM, and
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CCOM matches back to Provider in system. To add a new Alias, click “Add” next to
Vendor Aliases to create an additional record to enter Vendor and Alias:
Figure Q.
● Q.1 Vendor: Input Vendor Name as listed in CCOM.

● Q.2 Alias: Input preferred Alias Name that Lender sends in order request
API.
NOTE: Configurations can be saved in between each successful setup and return to
configure additional settings.
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Roles
In CCOM, Roles such as Loan Officer, Processor, Admin, and others can be established
for each Lender. Each Role is then assigned privileges in the system. Roles are
captured in the Client’s Order Management Implementation Workbook on the Role
Privileges tab. To add a role to a Lender, open the Lender in CCOM, navigate to the
Roles tab, and click “Add” in the upper right-hand corner.
IMPORTANT: Roles must be established for a Lender in CCOM before Users can be
added. Adding Users requires assigning an existing Role in CCOM for that Lender.
The Role Detail dialog box will appear:
Figure R.
● R.1 Name: Name of Role (e.g., Loan Officer, Processor, Admin).

● R.2 Permissions: Used to select Privileges for this specific Role.
● R.3 Reports: Provides specific Roles out-of-the-box reporting available in
CCOM.
Open the Role Privileges tab in the client’s workbook:
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1. Copy the name in the Role column to the Name field in Role Detail.
2. To assign Permissions, click “Edit Permissions” to expand the selection list.
For each item listed in the workbook for Standard Privileges and Additional
Privileges, select the corresponding check box in the Permissions.
HINT: Click CTRL+F to open and search for Privileges. If the Privilege name
does not match exactly to a CCOM selection, check with your manager.
NOTE: Review options are infrequently requested, while AVM, Flood, 4506-T,
Fraud, and Notary are N/A. Confirm with the Consulting Team if there are
requests for these options.
3. Once Privileges have been selected, click “Save”.

4. Repeat process for every Role in the Workbook.
IMPORTANT: Admin and System options are infrequently granted. If requested,

check with the Consulting Team to confirm. To view or update the Privileges of a Role
assigned in the system, double click on the role to display existing selections:
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Users
In CCOM, Users can be established for each Lender. Each User is then assigned a Role
in the system. Users are captured in the Client’s Order Management
Implementation Workbook on the User Setup tab. To add a User to a Lender, open
the Lender in CCOM, navigate to the Users tab, and click “Add“ in the upper right-
hand corner.
IMPORTANT: Roles must be established for a Lender in CCOM before Users can be
added. Adding Users requires assigning an existing Role in CCOM for that Lender.
See the Roles section for more information.
The User Detail dialog box will appear:
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Figure S.
● S.1 Name: Name of User (User Setup tab)

● S.2 Phone: User’s Phone Number (User Setup tab)
● S.3 E-mail: User’s Email address (User Setup tab)
● S.4 Username: populate this field with the User Email address or the
System’s name as username (Admin)
● S.5 Password: Auto-assigned.
IMPORTANT: Password must be updated for each user; the default password
belongs to the CCOM user currently signed into the session. See final steps in
this section for updating password after User is created.
○ Locked Out is automatically selected when a user fails to log in
properly, deselecting unlocks the user.
○ Req. Change selected will require the user to update their password at
the next logon.
○ SSO - Non Encompass selected provides Single Sign On for Non-
Encompass Lenders. Lender utilizes an API that submits user
credentials to log on.
● S.6 Alias: optional field, the default is blank.
● S.7 Branch: if branches have been set up in CCOM, select the appropriate
branch in the dropdown, otherwise this section will be blank.
● S.8 Roles: User’s Role (User Setup tab)
Open the User Setup tab in the client’s workbook:
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1. Copy the name in the First and Last Name columns to the Name field in User
Detail.
2. Copy the phone in the Phone Number column to the Phone field in User
Detail.
3. Copy the email in the Email column to the Email field in User Detail.
4. If the User is a person, copy their Email address in the Username field, if it's a
system then type the System’s name.
5. Password is auto-assigned to each User and it must be updated. See
instructions below for more details.
6. Select the appropriate Branch from the dropdown if applicable.
7. Select the corresponding Roles for the user, according to the Role column.
8. Once all fields are filled, click “Save”.
9. Repeat process for every User in the workbook.
Updating User Password
IMPORTANT: The password must be reset. In order to change or reset the password,
the User Detail must be saved first. Once saved, double click on the User to re-open
the details, and a Change option will appear in the Password section. Click on
“Change” to enter a new password.
NOTE: Ensure the new password is communicated to the AMC.
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Branches
Lenders may provide information for the establishment of individual Branches in
CCOM. To add a Branch to a Lender, open the Lender in CCOM, navigate to the
Branches tab, and click “Add” in the upper right-hand corner.
The Branch Detail dialog box will appear:
Figure T.
● T.1 Name: Input Branch name.

● T.2 Institution Name: Drop-down field is N/A.
● T.3 Lookup ID: Lender’s utilizing APIs to place orders can send a system
generated Lookup ID to correlate a specific branch to the loan. If the Lookup
ID does not match, the user will receive an invalid loan number error. Lender
provides if applicable.
● T.4 AMC Rotation: Selection option is N/A.
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● T.5 Client ID: Allows system to override and send a custom value for Client ID
for a given client. Obtained from AMC.
● T.6 Branch ID: Allows system to override and send a custom value for Branch
ID for a given branch. Obtained from AMC.
Complete for each required AMC, then update Title Settings:
Figure U.
● U.1 Client ID: Title Provider provides Client ID. Allows for sending unique
values for Client ID based on a Title Provider’s branch locations. Infrequently
used by Providers.
● U.2 Clients Client ID: Title Provider provides Client’s Client ID. Allows for
sending unique values for Client ID based on a Title Provider’s branch
locations. Infrequently used by Providers.
● U.3 Office ID: Title Provider provides Office ID.
● U.4 Override Default: Select if Title Provider wants to override CCOM
defaults.
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Brokers
Lenders may provide information for the establishment of individual Brokers in
CCOM. To add a Broker to a Lender, open the Lender in CCOM, navigate to the
Brokers tab, and click “Add” in the upper right-hand corner.
Broker Detail - Details

Figure V.
● V.1 Name: Input Branch Name.

● V.2 Address: Input Branch Street Address.
● V.3 City: Input Branch City.
● V.4 State, Zip: Input Branch State.
● V.5 Phone: Input Branch Zip.
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● V.6 Lookup ID: Lender’s utilizing APIs to place orders can send a system
generated Lookup ID to correlate a specific branch to the loan. If the Lookup
ID does not match, the user will receive an invalid loan number error. Lender
provides if applicable.
Broker Detail - AMC
Figure W.
● W.1 AMC Rotation: Selection is N/A.

● W.2 Client ID: CCOM Client ID unless otherwise directed by AMC, in which
case apply value provided by AMC. The CCOM Client ID can be located on the
Client Detail - General Tab in the upper-right hand corner. If left blank, CCOM
defaults to the Lender’s CCOM Client ID.
● W.3 Broker ID: AMC provides Broker ID if applicable.
Broker Detail - Title
Figure X.
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● X.1 Client ID: CCOM Client ID unless otherwise directed by Title Provider, in
which case apply value provided by Title Provider. The CCOM Client ID can be
located on the Client Detail - General Tab in the upper-right hand corner. If
left blank, CCOM defaults to the Lender’s CCOM Client ID.
● X.2 Clients Client ID: Used by Lender to designate separate accounts as
subaccounts, default is blank. Obtain from Title Provider.
● X.3 Office ID: Title Provider provides Office ID.
● X.4 Override Default: Select if Title Provider wants to override CCOM
defaults.
Broker Detail - TPP
This feature was for enabling Brokers that allowed for Third-Party Processing. This is
a Legacy system option and is no longer utilized.
Broker Detail - Users
Users can be added to Brokers. To add a user, click the “Add...“ button, and follow the
instructions in the section for updating a User earlier in this document.
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Broker Detail - Branches
Branches can be added to Brokers. To add a Branch, click the “Add Branch ...” button,
and follow the instructions in the section for updating Branches earlier in this
document.
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AMC State Table

The AMC State Table allows the Lender to dictate what percentage of volume by
broker, branch, loan purpose, loan type and loan product that orders are distributed
to the AMC’S for a specific Lender. AMC State Table information is obtained from the
Lender. To add an AMC State Table, click “Add Table” in the upper right-hand corner.
The AMC allocation selection criteria will appear:
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Figure Y.
● Y.1 Broker: Select specific Broker from drop-down.

● Y.2 Branch: Select specific Branch from drop-down.
● Y.3 Loan Purpose: Select specific Loan Purpose from drop-down.
● Y.4 Loan Type: Select specific Loan Type from drop-down.
● Y.5 Order Product: Select specific Order Product from drop-down.
IMPORTANT: Once the above parameters have been selected, they cannot be altered,
only removed or replaced. When orders are placed, anything that meets the criteria
selected in the dropdown menu will utilize the associated State Tables.
Click on “Continue” to see the state allocations for the specified selection. If a state
already has allocations, it will display in the list.
Manual Update
To add a state table to this selection criteria, click on “Add” in the upper right-hand
corner to show a list of all the AMCs integrated with this Client. From this pop-up
allocation percentages can be set:
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Figure Z.
● Z.1 State: Input State Abbreviation.

● Z.2 Percentage Field: Type in the corresponding percentage for each
Provider. For a single Provider, input 100%. For multiple allocations, input the
individual percentage allocated by the Provider.
NOTE: Ensure the total percentage at the bottom equals 100%.
● Z.3 Disabled Checkbox: Selecting Disabled prevents the AMC from
appearing in the drop down list when an order is placed through CCOM.
NOTE: If the Disabled box is NOT selected, and there is NO value in the
Percentage Field, only Users (see Users) with Allocation Override privileges
will see those AMCs available when an order is placed through CCOM.
IMPORTANT: Complete the above process for each state record associated with the
Broker/Branch/Loan Purpose/Loan Type/Order Product combination initially selected.
Once all states have been added, select the next set of Broker/Branch/Loan
Purpose/Loan Type/Order Product and repeat the process from the beginning. First
selecting the specific selection criteria, and then add state mapping.
Copy From
AMC State Tables can also be copied from other Client’s profiles in CCOM. To copy an
existing AMC State Table from another Lender, click “Copy From”, then select both
the Client Name, as well as the specific set of parameters to mirror:
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Figure AA.
● AA.1 Client: Select specific Client from drop-down to mirror from.

● AA.2 Branch: Select specific Branch from drop-down to mirror.
● AA.3 Loan Purpose: Select specific Loan Purpose from drop-down to mirror.
● AA.4 Loan Type: Select specific Loan Type from drop-down to mirror.
● AA.5 Order Product: Select specific Order Product from drop-down to
mirror.
IMPORTANT: Once above selected, click “Continue”, and the AMC State Tables
meeting the criteria will be copied over to this Client. State information copied over
can be updated by double-clicking the state to access the allocations.
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Title State Table

The Title State Table allows the Lender to dictate what percentage of volume by
branch, loan purpose, and loan type that orders are distributed to the Title Providers
for a specific Lender. Title State Table information is obtained from the Lender. To
add a Title State Table, click “Add Table” in the upper right-hand corner.
The Title allocation selection criteria will appear:
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Figure AB.
● AB.1 Broker: Select specific Broker from drop-down.

● AB.2 Branch: Select specific Branch from drop-down.
● AB.3 Loan Purpose: Select specific Loan Purpose from drop-down.
● AB.4 Loan Type: Select specific Loan Type from drop-down.
IMPORTANT: Once the above parameters have been selected, they cannot be altered,
only removed or replaced. When orders are placed, anything that meets the criteria
selected in the dropdown menu will utilize the associated State Tables.
Click on “Continue” to see the state allocations for the specified selection. If a state
already has allocations, it will display in the list.
Manual Update
To add a state table to this selection criteria, click on “Add” in the upper right-hand
corner to show a list of all the AMCs integrated with this Client to set percentages by
state:
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Figure AC.
● AC.1 State: Input State Abbreviation.

● AC.2 Percentage Field: Type in the corresponding percentage for each
Provider. For a single Provider, input 100%. For multiple allocations, input the
individual percentage allocated by the Provider.
NOTE: Ensure the total percentage at the bottom equals 100%.
● AC.3 Disabled Checkbox: Selecting Disabled prevents the AMC from
appearing in the drop down list when an order is placed through CCOM.
NOTE: If the Disabled box is NOT selected, and there is NO value in the
Percentage Field, only Users (see Users) with Allocation Override privileges
will see those AMCs available when an order is placed through CCOM.
IMPORTANT: Complete the above process for each state record associated with the
Broker/Branch/Loan Purpose/Loan Type/Order Product combination initially selected.
Once all states have been added, select the next set of Broker/Branch/Loan
Purpose/Loan Type/Order Product and repeat the process from the beginning. First
selecting the specific selection criteria, and then add state mapping.
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Copy From
Title State Tables can also be copied from other Client’s profiles in CCOM. To copy an
existing Title State Table from another Lender, click “Copy From”, then select both the
Client Name, as well as the specific set of parameters to mirror:
Select the appropriate parameters to copy from:
Figure AD.
● AD.1 Client: Select specific Client from drop-down to mirror from.

● AD.2 Branch: Select specific Branch from drop-down to mirror.
● AD.3 Loan Purpose: Select specific Loan Purpose from drop-down to mirror.
● AD.4 Loan Type: Select specific Loan Type from drop-down to mirror.
IMPORTANT: Once above selected, click “Continue”, and the Title State Tables
meeting the criteria will be copied over to this Client. State information copied over
can be updated by double-clicking the state to access the allocations.
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Pricing
The Pricing tab allows for the establishment of Client and AMC specific appraisal
pricing by state and/or county. The Pricing Dashboard lists all AMCs linked to the
Client from the Client Detail - Services tab. Account Management will gather Pricing
information from the Lender and submit an RSL ticket to Data Management to import
Pricing.
NOTE: This section covers how to manually update or add new records, as well as
copying from an existing configuration. If new pricing is being added for the first time,
the process can be simplified by copying from an existing configuration and then
validating/updating records as needed, typically this is completed by Data
Management. AMCs may have special pricing bundles for a specific client, the AMC
can validate if there is an existing Lender to match. Check with your manager with
any questions.
IMPORTANT: Client Services must confirm Pricing is loaded by navigating to the

Pricing tab. If not loaded, check with Account Management or Data Management.
Manual Update
To update an AMC with appropriate state pricing, first click on the AMC to display any
existing state specific settings:
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An existing state setting can be updated by selecting the state line to open the Price
Detail dialog box. To add a new state, click “ADD” in the upper right to open a new
Price Detail dialog box:
Figure AE.
● AE.1 State: Input the State Abbreviation. If the State field is left blank, fees
will apply to all states by default.
NOTE: To mirror an existing state, open the Pricing Detail dialog box for the
existing state and select Copy This Entry. The Price Detail box will copy over
all selections and allows input of a new state abbreviation.
● AE.2 County: Once the State Field is populated, if specific County Pricing is
required, select the County Pricing link in the upper-right to access the
County drop-down. From the County drop-down, select a specific county. If
left blank, pricing will apply to all Counties in the State by default.
NOTE: If more than one County requires specific pricing, each county will
need to be added individually.
● AE.3 Pricing: Input the specific Pricing amount for each service type.
● AE.4 Fixed: Legacy field, do not select/de-select unless directed.
IMPORTANT: Complete the above process for each state or county record associated
with the AMC.
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Copy From
Pricing can also be copied from other Client’s profiles in CCOM. To copy an existing
Pricing from another Lender, click “Copy From”, then select both the Client Name, as
well as the AMC to mirror:
Select the appropriate Client and AMC to mirror from:
Figure AF.
● AF.1 State: Select the CCOM Client to mirror.

● AF.2 County: Select the AMC to mirror.
Selecting Continue will import the AMC Pricing from the selected Client. Individual
states and counties can now be updated for this Client/AMC.
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Fees Map
The Fees Map tab allows for the establishment of Client and Title specific HUD line
services mapping. The Fees Map Dashboard lists all existing Title services mapping
for the Client. The Lender provides a list of HUD Lines & Descriptions for specific types
of fees. Client Services will map fee info based on these instructions. If an existing
Client, Client Services will map from existing Title Provider Fee Mapping.
NOTE: This section covers how to manually update or add new records, as well as
copying from an existing configuration. For existing Clients, the process can be
simplified by copying from an existing Title configuration on the Lender utilizing the
same fees service, and then validating/updating records as needed.
IMPORTANT: Any additions or updates made to Fees Mapping must always be

validated with the Title Provider before going live in production. FIDELITY
ACCOUNTS ARE AN EXCEPTION. DO NOT VALIDATE WITH FIDELITY.
NOTE: If a Client utilizes SmartFees (see Title Service Providers), Fee Mapping will be
excluded. Exceptions exist where the Title Provider utilizes SmartFees and will require
mapping. Check with your manager to validate.
Manual Update
To update an existing Fee Map, select the individual line item to open the Fee Map
dialog box. To add a new Fees Map, click “Add” in the upper right-hand corner:
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Figure AG.
● AG.1 Source: Description of Fee provided by Title Provider.

● AG.2 Hud Line: Input the HUD Line number.
NOTE: If HUD Line number is not provided, sort the Fees Map Dashboard by
clicking on the Source header to sort by Source. Identify the HUD Line
number mapped to other matching Source descriptions.
IMPORTANT: A hyphen “-” in the HUD Line field will suppress the fee from
being quoted when an order is placed in CCOM.
● AG.3 Fee Description: Input the Fee Description.
NOTE: If Fee Description is not provided, sort the Fees Map Dashboard by
clicking on the Source header to sort by Source. Identify the Fee Description
mapped to other matching Source descriptions.
● AG.4 Field Description: Input the following into Field Description, updating
the TITLE PROVIDER NAME with the specific Title Company selected in AG.6
Providers.
Custom: <TITLE PROVIDER NAME>
IMPORTANT: The Title Provider name must match exactly to the name of the
Title Provider selected in the Providers field below.
Click on “Advanced…” to access the two remaining fields.
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● AG.5 States: If the Fee Map applies to specific states, input the State
Abbreviation (separated by a comma if multiple states).
NOTE: Placing a negative “-” symbol at the beginning of the States field will
exclude the states in the list.
● AG.6 Providers: Select only the appropriate Title Provider.
NOTE: A unique Fee Map should be completed for each individual Title
Provider.
IMPORTANT: Complete the above process for each Fee Map.
Copy From
Fees Map can also be copied from other Client’s profiles in CCOM. To copy an existing
Fees Map, click “Copy From”, then select both the Destination Provider, Source Client
and Source Provider to mirror:
Figure AH.
● AH.1 Dest Provider: Select the Destination Provider to mirror from in the
drop-down list. To ensure the use of “Custom Fields” in Field Description
above (AG.4), Destination Provider and Source Provider must match.
● AH.2 Source Client: Select the Source Client to mirror from in the drop-
down list.
● AH.3 Source Provider: Select the Source Provider to mirror from in the
drop-down list. To ensure the use of “Custom Fields” in Field Description
above (AG.4), Source Provider and Destination Provider must match.
IMPORTANT: Destination Provider and Source Provider must always match to copy
Fee Mapping properly.
Selecting Continue will import the Fee Mapping from the selected Client. Individual
mapping can now be updated for this Client.
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Provider Setup - AMC

Providers exist as separate entities from Lenders in CCOM. A single Provider can be
linked to multiple Lenders and is controlled from the Lender’s account in CCOM (see
section Client Detail - Services for integrating an AMC Provider to a Lender). CCOM
supports only one endpoint for each Lender/Provider configuration. If a Provider
requires multiple endpoints for a single Lender, a secondary AMC account is required
to be set up.
Title, AMC, and flood companies in CCOM are set up and referred to as Providers.
Provider details include, but are not limited to:
● General information about the Provider

● Provider integration
● Provider services and types
● State specific requirements
This information is gathered from the Provider during the initial consulting stages.
AMC information is obtained directly from the AMC Provider. Identify the appropriate
contact for the AMC in Salesforce and either send an email, or set up a meeting, to
capture the information for the AMC Detail - Detail and AMC Detail - Users tabs in
CCOM. This information will be used to add a new AMC company, or update
information on an existing AMC, in the AMC Detail pop-up.
IMPORTANT: Before adding a new Provider in either SIT or PROD, ensure the Provider
does not already exist in the environment. Click on the AMC’s button in the toolbar
to access the AMC Dashboard, then search for the AMC Name in the Search window.
AMC Detail - Detail

To add a new AMC Provider, from the AMC Providers Dashboard, click on the “Add...”
button in the upper-right corner of the screen.
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When adding a new AMC Provider, the first tab to appear on the AMC Details pop-up
is the Detail tab. The Detail tab contains basic Title Provider information including:
1. Name and contact information.

2. Mailing addresses for both payments and work assignments.
3. System Integration settings.
4. Credit Card Processing settings.
NOTE: The AMC Provider is the primary source for any additional information.
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Figure AI.
● AI.1 Name: AMC Company Name (which will appear in the drop down when
placing orders and on the COM interface). Obtained from AMC.
● AI.2 Business Name: If the AMC has an alternative Business Name enter
here, else copy the Name field. Obtained from AMC.
● AI.3 Email: AMC Email, can be an individual or group email address. Obtain
from AMC.
● AI.4 Username: Enter the AMC Email as the Username. The AMC uses the
Username and Password as posting credentials to CCOM, obtained from AMC.
● AI.5 Password: Create a new password by clicking on “Change” and
entering a new password. Ensure the new password is communicated to the
AMC. IMPORTANT: Above user must be added to the User tab first and must
be unique. Passwords must be updated for each user; the default password
belongs to the CCOM user currently signed into the session.
● AI.6 Office Phone: AMC Office Phone number. Obtained from AMC.
● AI.7 Cell Phone: AMC Cell Phone number (optional). Obtained from AMC.
● AI.8 Other Phone: AMC Other Phone contact (optional). Obtained from
AMC.
● AI.9 Fax: AMC Fax number (optional). Obtained from AMC.
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Figure AJ.
● AJ.1 Mailing / Payment Address: AMC Mailing/Payment Address. Obtained

from AMC.
● AJ.2 Work / Assignment Address: If the AMC has a separate address for
Work/Assignment Address (optional, not frequently used). If the AMC utilizes
the same address for assignments and payments, select the Same checkbox
(optional). Obtained from AMC.
● AJ.3 Notes: Additional notes or commentary related to the AMC Provider
(optional). Free form comments relative to AMC.
System Integration - All types except ValuTrac
CCOM has 12 integration types available for selection with the AMC. Eleven of these
integration types are configured similarly, with one, ValuTrac, requiring a
different configuration. This section demonstrates how to configure AMC integration
for all types except ValuTrac. ValuTrac is covered in the next sections, along with
ValuTrac specific tabs for AMC further in this document.
IMPORTANT: Client Services must validate with the AMC directly the Integration
Type, along with obtaining/validating the required field information for CCOM (see
below).
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Figure AK.
● AK.1 Integration Type: Select the Integration Type as identified by Account

Management or Sales, available in Salesforce, validate with AMC.
AK.2 URL: URL CCOM sends information to AMC. Select Legacy TLS only if
AMC using TLS 1.1 (occurs very rarely), most Providers using 1.2 or 1.3.
● AK.3 Auth Type: Identifies how Providers utilize the credentials to authorize
access to the system. Basic Auth is default, though Query String is
occasionally utilized, while Bearer Token is N/A.
● AK.4 Username: AMC provides credentials to access the system, typically a
generic username.
● AK.5 Password: AMC provides a password to access the system.
● AK.6 Data Format: Identifies the data format sent to the AMC. Select V2 if
setting up in the SIT environment, select V2 ACK when setting up in the
Prod environment.
● AK.7 Audit Emails: If a Provider has an audit team that needs notifications,
enter the appropriate email address, else blank.
● AK.8 Error Emails: If a Provider has an error team that needs notifications,
enter the appropriate email address, else blank.
System Integration - ValuTrac
ValuTrac integration has different parameters than all other integration types. In
addition, when selecting ValuTrac as the Integration type, additional tabs are added
to the AMC Detail pop-up, including Products, Loan Types, Loan Purpose, Property
Types and Occupancy Types (see following sections on AMC Detail - ValuTrac tabs).
The Base URL and API Key are utilized to access ValuTrac for a specific AMC. The Base
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URL and API key will be utilized in Postman for setting up the information in the
additional ValuTrac tabs.
Figure AL.
● AL.1 Integration Type: Select ValuTrac.

● AL.2 Base URL: Input the Base URL for ValuTrac, provided by the AMC.
● AL.3 API Key: API key provided by the AMC.
Credit Card Processing
If the AMC Provider utilizes credit card processing, input the information in the Credit-
Card Processing Section of AMC Details - Details tab. If blank, Lender will be invoiced,
or AMC will contact them for payment.
Figure AM
● AM.1 Card Processing Type: If the AMC Provider utilizes credit card
processing through Authorize.Net, select AuthNet from the drop down. See
Important instructions below. FTNI is only for ServiceLink.
● AM.1 Login: Identifies the Provider account at Authorize.Net, essentially a
username.
IMPORTANT: Must be requested as Login & Transaction Key from the AMC.
● AM.3 Transaction Key: Identifies the Provider account at Authorize.Net,
essentially a password.
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IMPORTANT: Must be requested as Login & Transaction Key from the AMC.
Remind Provider that Transaction Key must not be updated, or processes will
break.
● AM.4 Receipt Hash Key: N/A. Leave this field blank.
IMPORTANT: The following Supplemental Instructions must be sent to AMC

Providers utilizing Authorize.net. The document instructs AMC Integrators how to set
up whitelisting with Authorize.Net for CCOM. It is the Provider’s responsibility to
work directly with Authorize.net. Click below to access and download the
document:
IMPORTANT: For ValuTrac integrations -When enabling Authorize.net at the AMC,

instruct the AMC to contact ValuTrac to advise they will be using payment
functionality with CCOM. ValuTrac will need to enable additional functionality for
payment reconciliation and invoice tracking.
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AMC Detail - Users

Users for the AMC must create a user for impersonating. Post User (name and
password posting into our system - see detail tab). AMC Providers that are web only
will have a list of users. Integration partners that want to have support users to
confirm info. To add a new MAC User, from the AMC Detail - Users tab, click on the
“Add...” button in the upper-right corner of the screen.
Figure AN.
● AN.1 Name: Name of User or Group Name. Obtained from AMC.

● AN.2 Phone: User Phone number. Obtained from AMC.
● AN.3 Email: User Email address. Obtained from AMC.
● AN.4 Username: Enter the AMC Email as the Username. The AMC uses the
Username and Password as posting credentials to CCOM, obtained from AMC.
● AN.5 Password: Create a new password by clicking on “Change” and
AMC. IMPORTANT: Password must be updated for each user; the default
password belongs to the CCOM user currently signed into the session.
● AN.6 Alias: Not utilized in production for active Provider Users. For Test
accounts, the Password from the field above is pasted in this field for easy
reference when testing. Production not used by clients.
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AMC Detail - Clients

The Clients tab identifies the Clients (Lenders) that have been mapped to this AMC
Provider. This is a display only screen. When an AMC Provider is mapped to a Client
on the Client Detail - Services tab in CCOM, the Lender’s name appears on the AMC
Provider Detail - Clients tab. Selecting a client name will redirect to the Client Details
pop-up.
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Postman & ValuTrac Integration Type

When selecting ValuTrac as the Integration Type for the AMC, additional tabs will
appear on the AMC Detail pop-up. These tabs only apply to ValuTrac integration and
will not appear on any other integration type. These tabs include:
● Products
● Loan Types
● Loan Purposes
● Property Types
● Occupancy Types
This information can be obtained through the Postman application by utilizing the
Base URL and API Key established in the previous section System Integration -
ValuTrac. To start, open the Postman application:
NOTE: When utilizing Postman for the first time, there is a one-time process required
to set up Global Variables, and the 5 GET requests. If these items do not already exist
in Postman, work directly with your manager to complete this one-time setup.
In order to run the GET requests to obtain the Products, Loan Types, Purpose Types,
Property Types and Occupancy Types for the AMC, the Global Variables must first be
updated in Postman. To update the Global Variables, copy the ValuTrac parameters
from CCOM into Postman:
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1. The Integration Type is ValuTrac.

2. Copy the Base URL field from CCOM to the URL Initial Value and URL
Current Value field in the Global Variables tab in Postman.
NOTE: Ensure both Initial and Current fields are updated.
3. Copy the API Key field from COM to the API KEY Initial Value and APIKEY
Current Value field in the Global Variables tab in Postman.
NOTE: Ensure both Initial and Current fields are updated.
See below example of Global Variables populated in Postman:
Once the Global Variables have been updated for the specific AMC, the following AMC
Detail - ValuTrac sections of this document will demonstrate executing of the GET
requests and populating the results into each appropriate tab in CCOM.
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AMC Detail - ValuTrac - Products

When selecting ValuTrac as the Integration type, additional tabs appear in AMC Detail
specific to the ValuTrac configuration. The Products tab identifies the various Product
Types utilized by the AMC. To obtain the Product Mapping, open Postman and
ensure the Global Variables have been updated first for the specific AMC (see
Postman & ValuTrac Integration Type for updating Global Variables). Updating the
Product types is a multi-step process, requiring executing GET command in Postman,
saving as a JSON file in Notepad++, and importing into Excel. To start:
1. Select the GET Product request and click the “Send” button. The GET
Product statement will insert the URL and API KEY assigned in the Global
Variables and will return the product results for the AMC assigned to the URL
and API KEY in the Body section at the bottom:
{{URL}}/Support/GetProducts/{{API KEY}}
2. Next, place the cursor in the Body results, select the entire results in the Body
and copy.
HINT: Click in the Body, right-hand mouse click and choose Select All, then
right-hand mouse click a second time and Copy.
3. Open Notepad++, and paste the results from Postman into a new tab.
HINT: Right-hand mouse click and select Paste, or choose Edit > Paste.
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4. After pasting into Notepad++, click File>Save As and choose a location to save
the JSON file. Input a File Name, and in the drop down for Save As Type,
choose JSON File (*.json). Close Notepad++ once completed.
5. Open MS Excel, and open a new, blank workbook.

6. Click on the Data menu, then from the Toolbar choose Get Data > From File >
From JSON:
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7. Select the location of the saved JSON file, click on file and select Import:
8. Importing the JSON file will automatically open the Power Query Editor in
Excel. Select the To Table option in the upper left.
9. In the To Table dialogue box, leave the drop-down defaults and select OK:
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10. Next, select the Expand Columns icon ( )next to the Column1 heading:
11. Select OK to expand the columns:

NOTE: If Load More shows (see example below), click to load additional
records prior to selecting OK.
12. After results are returned, select the Expand Columns icon ( ) next to the
far-right column name:
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13. Select Expand to New Rows:
14. Select the Expand Columns icon ( ) again and select OK to expand
columns.
NOTE: If Load More shows (see example below), click to load additional
records prior to selecting OK.
15. Repeat steps 13 & 14 until all columns are expanded.

16. Select Close & Load to return the data set to Excel:
17. The AMC’s final results for Product types are now prepared for mapping into
CCOM. Save the file:
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This Product types output will be used to map AMC products in CCOM. To add a new
Product, from the AMC Detail - Products tab, click on the “Add...” button in the upper-
right corner of the screen:
Figure AO.
● AO.1 Product Name: From the Product output in Excel, copy the value in
Column1.Name and paste into the Product Name field.
● AO.2 Product Code: From the Product output in Excel, copy the value in
Column1.ID and paste into the Product Code field.
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● AO.3 Other Products: From the drop down, select the option that matches
the Product name (if applicable).
NOTE: Selection options may not match the Product Name exactly, check
with your manager to validate mapping questions. In addition, there may be
multiple selections in the drop down that match back to a single Product
Name (e.g., the Product Name = 1025 Multi Family, matches back to 3
selections in Other Products: 1025 Multi Family 2 Units, 1025 Multi Family 3
Units, and 1025 Multi Family 4 Units. A single Product Map must be added for
each record).
● AO.4 Addons: Select Rent Schedule checkbox if Product Name indicates to
include form 216. Select Income Statement if Product Name indicates 1007.
Default is blank.
● AO.5 Loan Type: From the Product output in Excel, identify any Loan Type
from the Column1.LoanTypes.Name and select the corresponding Loan Type
from the drop down. If not indicated, default is blank.
● AO.6 Property Type: From the Product output in Excel, identify any Loan
Type from the Column1.PropertyTypes.Name and select the corresponding
Property Type from the drop down. If not indicated, default is blank.
● AO.7 Occupancy Type: From the Product output in Excel, identify any Loan
Type from the Column1.OccupancyTypes.Name and select the
corresponding Occupancy Type from the drop down. If not indicated, default
is blank.
IMPORTANT: For each record (row) of the Product output in Excel, an individual
record must be mapped in CCOM.
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AMC Detail - ValuTrac - Loan Types

The Loan Types tab identifies the various Loan Types utilized by the AMC. To obtain
the Loan Type Mapping, open Postman and ensure the Global Variables have been
updated first for the specific AMC (see Postman & ValuTrac Integration Type for
updating Global Variables).
Select the GET LoanTypes request and click the “Send” button. The GET LoanTypes
statement will insert the URL and API KEY assigned in the Global Variables and will
return the product results for the AMC assigned to the URL and API KEY in the Body
section at the bottom:
{{URL}}/Support/GetLoanTypes/{{API KEY}}
To map the results in the Body to CCOM, go to the AMC Detail - Loan Types tab and
click ”Add...” in the upper right to bring up the Field Map dialog box:
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Figure AP.
From the results set in the Body section of Postman, map the following fields:
● AP.1 Source Name: Choose from the drop down the corresponding selection
for the result set of Name in the Body section of Postman.
● AP.2 Value: Input the ID field from the result set in the Body section of
Postman corresponding with the Source Name selected.
● AP.3 Value: Input the same Source Name here as well (e.g., for Source Name
= Conventional, input Conventional into this second value field).
NOTE: Repeat adding Loan Types for each of the result sets returned in the Body
section of Postman.
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AMC Detail - ValuTrac - Loan Purposes

The Loan Purposes tab identifies the various Loan Purposes utilized by the AMC. To
obtain the Loan Purposes Mapping, open Postman and ensure the Global Variables
have been updated first for the specific AMC (see Postman & ValuTrac Integration
Type for updating Global Variables).
Select the GET PurposeTypes request and click the “Send” button. The GET
PurposeTypes statement will insert the URL and API KEY assigned in the Global
Variables and will return the product results for the AMC assigned to the URL and API
KEY in the Body section at the bottom:
{{URL}}/Support/GetPurposeTypes/{{API KEY}}
To map the results in the Body to CCOM, go to the AMC Detail - Loan Purposes tab
and click “Add...“ in the upper right to bring up the Field Map dialog box:
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Figure AQ.
● AQ.1 Source Name: Choose from the drop down the corresponding selection
● AQ.2 Value: Input the ID field from the result set in the Body section of
● AQ.3 Value: Input the same Source Name here as well (e.g., for Source Name
= Refinance, input Refinance into this second value field).
NOTE: Repeat adding Loan Purpose Types for each of the result sets returned in the
Body section of Postman.
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AMC Detail - ValuTrac - Property Types

The Property Types tab identifies the various Property Types utilized by the AMC. To
obtain the Property Type Mapping, open Postman and ensure the Global Variables
have been updated first for the specific AMC (see Postman & ValuTrac Integration
Type for updating Global Variables).
Select the GET PropertyTypes request and click the “Send” button. The GET
PropertyTypes statement will insert the URL and API KEY assigned in the Global
{{URL}}/Support/GetPropertyTypes/{{API KEY}}
To map the results in the Body to CCOM, go to the AMC Detail - Property Types tab
and click “Add...“ in the upper right to bring up the Field Map dialog box:
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Figure AR.
● AR.1 Source Name: Choose from the drop down the corresponding selection
IMPORTANT: The Name results from Postman may not match exactly to drop
down options, see examples below for mapping selection of Postman to
CCOM option. If unsure of selection, check with your direct manager.
○ SFR = Single Family
○ 2-4 Family = Multi-Family
○ Co-Op = Cooperative
○ Other = Manufactured
● AR.2 Value: Input the ID field from the result set in the Body section of
● AR.3 Value: Input the result set of Name in the Body section of Postman. As
mentioned above, this may differ from the drop downs. (e.g., for Source Name
= Single Family, result set in Postman may be SFR, enter result of SFR in the
second Value field).
NOTE: Repeat adding Property Types for each of the result sets returned in the Body
section of Postman.
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AMC Detail - ValuTrac - Occupancy Types

The Occupancy Types tab identifies the various Occupancy Types utilized by the AMC.
To obtain the Occupancy Type Mapping, open Postman and ensure the Global
Variables have been updated first for the specific AMC (see Postman & ValuTrac
Integration Type for updating Global Variables).
Select the GET OccupancyTypes request and click the “Send” button. The GET
OccupancyTypes statement will insert the URL and API KEY assigned in the Global
{{URL}}/Support/GetOccupancyTypes/{{API KEY}}
To map the results in the Body to CCOM, go to the AMC Detail - Occupancy Types
tab and click “Add...“ in the upper right to bring up the Field Map dialog box:
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Figure AS.
● AS.1 Source Name: Choose from the drop down the corresponding selection
● AS.2 Value: Input the ID field from the result set in the Body section of
● AS.3 Value: Input the same Source Name here as well (e.g., for Source Name
= Primary, input Primary into this second value field).
NOTE: Repeat adding Occupancy Types for each of the result sets returned in the
Body section of Postman.
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Provider Setup - Title

Providers exist as separate entities from Lenders in CCOM. A single Provider can be
linked to multiple Lenders and is controlled from the Lender’s account in CCOM (see
section Client Detail - Services for integrating a Title Provider to a Lender). CCOM
supports only one endpoint for each Lender/Provider configuration. If a Provider
requires multiple endpoints for a single Lender, a secondary Title account is required
to be set up.
Title, appraisal, and flood companies in CCOM are set up and referred to as Providers.
Provider details include, but are not limited to:
● General information about the Provider

● Provider integration
● Provider services and types
● State specific requirements
This information is gathered from the Provider during the initial consulting stages.
Title information is captured in the Provider’s Title Provider Workbook. The
workbook is utilized to add a new title company, or update information on an existing
title company, in the Title Provider Detail pop-up.
IMPORTANT: Before adding a new Provider in either SIT or PROD, ensure the Provider
does not already exist in the environment. Click on the Title Providers button in the
toolbar to access the Title Providers Dashboard, then search for the Title Provider
Name in the Search window.
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Title Provider Detail - Detail

To add a new Title Provider, from the Title Providers Dashboard, click on the “Add...”
button in the upper-right corner of the screen.
When adding a new Title Provider, the first tab to appear on the Title Provider Details
pop-up is the Detail tab. The Detail tab contains basic Title Provider information
including:
1. Title Provider Name

2. Title Provider address
3. Contact & phone number information
4. Email
5. Website URL
6. Integration Type
To populate the Title Provider Detail - Detail tab, start by accessing the Provider’s Title
Provider Workbook. The Provider Setup tab in the workbook contains the Provider
Name, Contact Names, Phone #s, and Email address. Additional information may be
obtained through Salesforce or from the Consulting team.
IMPORTANT: The Consulting team is the primary source for any additional Provider
information.
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Figure AT.
● AT.1 Name: Title Company Name (which will appear in the drop down when
placing orders and on the COM interface), pull from Salesforce.
● AT.2 Full Name: Legal Entity name for the Title Company, pull from
Salesforce.
● AT.3 Alternate ID: Provided by the Title Provider for use with billing.
● AT.4 Address: Title Company Address, pull from Salesforce.
● AT.5 City, State, Zip: Title Company City, State, Zip, pull from Salesforce.
● AT.6 Contact: Title Company Contact, pull from Salesforce.
● AT.7 Phone/Fax: Title Company Phone and Fax, pull from Salesforce.
● AT.8 Email: Contact Email, pull from Salesforce.
● AT.9 Error Emails: Email address for delivering error messages to Title
Provider (if applicable, not utilized very often). Provided by Title Provider.
● AT.10 Website: Title Company Website URL, pull from Salesforce.
● AT.11 Email Notifications: Title Company Email for notifications, pull from
Salesforce.
● AT.12 Integration Type: Select the appropriate Integration Type provided by
the Account Management Team from the drop-down list.
NOTE: Do not populate additional fields unless directed to by Support or
Integration.
Click “SAVE” to commit the Title Provider Detail to CCOM. Once saved, additional
tabs in the Title Provider Detail become available. To access the additional tabs, utilize
the search window on the Title Provider Dashboard to locate the newly created Title
Provider and select from the list. Additional tabs include:
● Transaction Types
● Product Types
● Document Maps
● State Names
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● Branches
● Users
● Clients
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Title Provider Detail - Transaction Types

Each Title company provides services for specific transaction types such as new
purchase or refinance. The Transaction Types tab allows the assignment of these
types for the Title Provider.
● To add a new Transaction Type, open the Transaction Types tab of the Title
Provider Workbook:
● In CCOM, on the Transaction Types tab, click “Add...“ to access the Transaction
Type pop-up:
Figure AU.
● AU.1 Transaction Type ID: Matching the Tran Type column to the
Transaction Type ID label in CCOM, copy the field mapping value from the
workbook to CCOM.
● AU.2 Name: Matching the Name column to the Name label in CCOM, copy
the field mapping value from the workbook to CCOM.
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● AU.3 Loan Purpose: Matching the Purpose column to the Loan Purpose
label in CCOM, copy the field mapping value from the workbook to CCOM.
● AU.4 Display Order: Defines the sort order the products will appear on the
drop down when a Lender places order. Display order is sorted in ascending
order, so lower number Display Order appears higher in the list.
NOTE: The system only supports one Transaction Type ID per Loan Purpose. If
multiple exist, they must be added as individual line items.
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Title Provider Detail - Product Types

Each Title company provides services for specific product types such as title and
closing. The Product Types tab allows the assignment of these types for the Title
Provider.
● To add a new Product Type, open the Product Types tab of the Title Provider
Workbook:
● In CCOM, on the Product Types Tab, click “Add...“ to access the Product Type
pop-up:
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Figure AV.
● AV.1 Transaction Type: Matching the Tran Type column to the Transaction
Type label in CCOM, choose the appropriate drop down for Transaction Type.
● A.2 Product Type ID: Matching the Product Type column to the Product
Type ID label in CCOM, copy the field mapping value from the workbook to
CCOM.
● AV.3 Loan Type: Matching the Loan Type column to the Loan Type label in
CCOM, choose the appropriate drop down for Loan Type.
NOTE: If more than one Loan Type appears in the worksheet column, then a
unique record must be added for each Loan Type.
● AV.4 Occupancy Type: Provided by the Title Provider, if applicable.
● AV.5 Name: Only 3 values accepted for this field: Title and Closing, Title
Only, or Closing Only. Verify with Provider for each Product Type if the
product includes title, closing or both to populate accordingly.
● AV.6 Display Order: Defines the sort order the products will appear on the
drop down when a Lender places order. Display order is sorted in ascending
order, so lower number Display Order appears higher in the list.
Clicking on the “Advanced…” button will open the following 3 fields:
● AV.7 States: Matching the State Name column to the States label in CCOM,
copy the field mapping value from the workbook to CCOM.
● AV.8 Counties: If applicable and provided by Title company.
● AV.9 Custom Data: N/A, leave blank.
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NOTE: Both State Name and Counties can include multiple results by separating each
by a comma and a space. See States image above for example. Placing a - symbol in
front of a state or county name will exclude the state or county. Leaving this field
empty will default to include all states or counties.
IMPORTANT: The UI does not support Lender specific product codes. To support
Lender specific product codes, open a request through email with the Development
Team to update the database. Development will open a JIRA ticket.
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Title Provider Detail - Document Maps

The location of Title documents are mapped in the system at the Title Provider Level.
The Doc Types tab in the workbook provides this mapping.
● To add a new Document Map, open the Doc Types tab of the Title Provider
Workbook:
● In CCOM, on the Document Maps tab, click “Add...“ to access the Document
Map pop-up:
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Figure AW.
● AW.1 Description: Matching the Description column to the Description

label in CCOM, copy the field mapping value from the workbook to CCOM.
● AW.2 Provider Doc. Ref: Matching the Provider Reference column to the
Provider Doc. Ref label in CCOM, copy the field mapping value from the
workbook to CCOM.
● AW.3 WEST Doc. Type: Matching the CCOM Doc Type column to the WEST
Doc. Type label in CCOM, select the matching option from the drop down.
Clicking on the “Advanced…” button will open the following 2 fields:
● AW.4 Provider Priority: N/A, leave blank.

● AW.5 WEST Priority: N/A, leave blank.
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Title Provider Detail - State Names

Title Providers may do business under different names in different states (DBA).
CCOM can handle this alternate company information in the States Names tab of the
Title Provider Detail. While not frequently utilized, when needed, this information will
come from the Provider.
Figure AX.
● AX.1 State: State abbreviation.

● AX.2 FullName: Title Company’s full DBA name for that state. If the Title
Provider is an attorney, check the Attorney box.
● AX.3 Address: Title Company’s DBA Street address.
● AX.4 City, State, Zip: Title Company’s DBA city, state and zip code.
● AX.5 Phone Number: Title Company’s DBA phone number.
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Title Provider Detail - Branches

Title Providers may have specific branches for handling of transactions. While not
frequently utilized, when needed, this information will come from the Provider.
NOTE: Currently (Sept 2021), CCOM is not actively set up to handle Branches, but this
feature will be coming.
Figure AY.
● AY.1 Branch ID: Title Company Branch ID. Obtain from Provider.
● AY.2 Alternate ID: Title Company Alternate Branch ID, default is blank
unless required. Obtain from Provider.
● AY.3 Integration Branch ID: Title Company Alternate Branch ID, default is
blank unless required. Obtain from Provider.
● AY.4 FullName: Title Company Branch’s full name. Obtain from Provider.
● AY.5 Address: Title Company Branch’s Street address. Obtain from Provider.
● AY.6 City, State, Zip: Title Company Branch’s city, state and zip code. Obtain
from Provider.
● AY.7 Phone Number: Title Company’s phone number. Obtain from Provider.
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● AY.8 Email: Title Company Brach’s email. Obtain from Provider.

● AY.9 Email Notifications: Select box if Branch should always receive email
notifications. Email field must be populated to select. Obtain from Provider.
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Title Provider Detail - Users

Title Providers may also add specific users to the system. Usually only applicable to
web Providers, most Title Providers do not utilize the Users feature. When needed, this
information will come from the Provider.
Figure AZ.
● AZ.1 Name: Assign a username in CCOM. Name can be of an individual,

position, or API. Obtain from Provider.
● AZ.2 Phone: Phone contact for user, leave blank if N/A. Obtain from Provider.
● AZ.3 Email: Email contact for user. Obtain from Provider.
● AZ.4 Username: Assign email address as UserName. Obtain from Provider.
IMPORTANT: Username must be unique across the entire system.
● AZ.5 Password: Create a new password by clicking on “Change” and
Title Provider. Locked Out is automatically selected when a user fails to log in
properly, deselecting unlocks the user. Req. Change selected will require the
user to update their password at the next logon.
IMPORTANT: Password must be updated for each user; the default password
belongs to the CCOM user currently signed into the session.
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● AZ.6 Alias: Not utilized in production for active Provider Users. For Test
accounts, the Password from the field above is pasted in this field for easy
reference when testing. Production not used by clients.
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Title Provider Detail - Clients

The Clients tab identifies the Clients (Lenders) that have been mapped to this Title
Provider. This is a display only screen. When a Title Provider is mapped to a Client on
the Client Detail - Services tab in CCOM, the Lender’s name appears on the Title
Provider Detail - Clients tab. Selecting a client name will redirect to the Client Details
pop-up.
NOTE: If the Client tab does not show, zoom out and the client tab will appear.
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Appendices
● Acronyms - Mortgage Related
● Definitions - Mortgage Related Terms
● Project Management/Agile Terminology
● Quick Reference Links
● Revision History
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Acronyms
ACH - Automated Clearing House CMT - Constant Maturity Treasury
ADU - Accessory Dwelling Unit Co-op - Unit in a Cooperative Project
Condo - Unit in a Condominium

ALTA - American Land Title Assoc. Project
AMC - Appraisal Management Co. COW - Creatively On-boarding Wells

Fargo (CC acronym)
AMI - Area median incomes/ LMI
(Low Median Incomes) CPI - Consumer Price Index
APR - Annual Percentage Rate CPM - Condo Project Manager
ARM - Adjustable-rate mortgage, Credit Score/LTV - Representative

fully amortizing credit score and highest of LTV, CLTV,
and HCLTV ratios
ASAP Plus - As Soon As Pooled Plus
CU - Collateral Underwriter
ASAP Sale - As Soon As Pooled Sale
CUSIP - Committee on Uniform
ATR - Ability To Repay
Security Identification Procedures
AUS - Automated Underwriting
DART - Data Asset for Recording and
System
Transfer service (CC product)
AVM - Automated Valuation Model
DO - Desktop Originator
BPO - Broker Price Opinion
DTI - Debt-to-Income Ratio
bps - basis points
DU® - Desktop Underwriter
C2P - Construction to Perm
ECOA - Equal Credit Opportunity Act
CD - Closing Disclosure (new term
FAIR - Fair Access to Insurance
under the CFPB’s integrated
Requirement
disclosures)
FEMA - Federal Emergency
CEMA - Consolidation, Extension and
Management Agency
Modification Agreement (New York
only) FHA - Federal Housing
Administration
CLTA - California Land Title Assoc.
(CA) FHFA - Federal Housing Finance
Agency
CLTV - Combined Loan-to-Value
Ratio FHLMC - Federal Home Loan
Mortgage Corporation
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FIPS - County Code (used in the XML LOS - Loan Origination System
exchange)
LPMI - Lender Paid Mortgage
FRM - Fixed-Rate Mortgage, Fully Insurance
Amortizing
LQC - Loan Quality Center
GAAP - Generally Accepted
LTV - Loan-To-Value Ratio
Accounting Principles
MBS - Mortgage-Backed Securities
GFE - Good Faith Estimate (going
bye-bye come 8/1/15) MERS - Mortgage Electronic
Registration Systems, Inc.
GSE - Government-Sponsored
Enterprise MI - Mortgage Insurance
HCLTV - Home Equity Combined MSSC - Mortgage Selling and
Loan-To-Value Ratio Servicing Contract
HELOC - Home Equity Line of Credit NCLTN - National Community Land
Trust Network
HOA - Homeowners’ Association
NCUA - National Credit Union
HOEPA - Home Ownership and
Administration
Equity Protection Act of 1994
NPI - Nonpublic Personal
HUD - Department of Housing and
Information
Urban Development
OFAC - Office of Foreign Assets
IDR - Independent Dispute
Control
Resolution
P&I - Principal and Interest
IN - MERS Identification Number
PAL - Price-Adjusted Loan
IRRL - Interest Rate Reduction
Refinance Loan PERS - Project Eligibility Review
Service
IRS - Internal Revenue Service
PITI - Principal, Interest, Taxes, and
LE - Loan Estimate (new term under
Insurance
the CFPB’s integrated disclosures)
PITIA - Principal, Interest, Taxes,
LIBOR - London InterBank Offered
Insurance, and other Assessments
Rate
PUD - Planned Unit Development
LLC - Limited Liability Company
RD - Rural Development
LLPA - Loan-Level Price Adjustment
REMIC - Real Estate Mortgage
LO - Loan Officer
Investment Conduit
LOS - Loan Origination System (such
REO - Real Estate Owned
as, Calyx Point, Encompass)
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RESPA - Real Estate Settlement TBA - To Be Announced

Procedures Act
TILA - Truth in Lending Act
RHS - Rural Housing Service
TIN - Tax Identification Number
RIN - Remote Ink-Signed
TIRBOP - Title Insurance Rating
Notarization
Bureau of Penn. (PA)
RPM - Rapid Payment Method
TIRSA - Title Insurance Rate Service
SFC - Special Feature Code Assoc. (NY)
SFHA - Special Flood Hazard Area TRID - TILA-RESPA Integrated

Disclosure· SmartFees ensures TRID
SIFMA - Securities Industry and
compliant LE’s
Financial Markets Association
TSA - Short for
SMBS - Stripped Mortgage-Backed
Title/Settlement/Closing Attorney
Security
(CC acronym for blocks 4 & 5)
SNS - Seller Net Sheet (CC product)
UCC - Uniform Commercial Code
SOFR - Secured Overnight Financing
UETA - Uniform Electronic
Rate
Transactions Act
SOW - Statement of Work
UPB - Unpaid Principal Balance
SP - Short for Service Provider (CC
USPAP - Uniform Standards of
term/acronym)
Professional Appraisal Practice
SPAN - Span Systems Corp (3rd party
VA - U.S. Department of Veterans
employed by CC for development)
Affairs
T&I - Taxes and Insurance
VOE - Verification of Employment
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Definitions
All-Inclusive Rate: A rate that includes at least some part of the cost of researching
the title or the cost of conducting the closing.
Basic Rate: The rate charged to a consumer who does not qualify for a reduced rate
such as, but not limited to, the reissue rate or simultaneous issue rate.
Construction to Perm (C2P) Loan: Single close loans: there is only one loan document
that contains provisions for the loan to automatically convert from a pricing model
that is like a construction loan to a pricing model that essentially is a 30-year fixed-
rate loan (or as the parties agree).
Consideration: Something of value. Generally, when people discuss consideration in

a mortgage and real estate transaction, they are referring to money. However,
consideration isn't limited to just money.
Borrower and Lender Consideration: In legal terms, the consideration is the

obligation each person makes to the other involved in a contract. Both parties
are required to place some consideration for the contract to be enforceable. For
a mortgage, the money the Lender loans the borrower is the consideration. The
borrower promises to repay the loan, with the home securing the debt as
collateral. If the borrower defaults, the Lender can foreclose on the property.
Buyer Consideration in a Sale: A real estate contract between a buyer and

seller also requires consideration. For the buyer, the consideration is typically
an earnest money deposit. Although some type of deposit is usually required
when making an offer, it isn't required to make a contract valid. Earnest money
is only one type of consideration. A promise to perform under the contract is
another type of consideration that may be acceptable when there is no earnest
money deposit needed.
Seller Consideration in a Sale: When the seller accepts the buyer's offer and
signs the contract, the seller also contributes consideration in the form of a
promise. The seller takes the home off the market and agrees to sell his home,
provided the buyer holds up his end of the agreement. The earnest money
deposit and any other form of consideration are negotiable between the buyer
and seller.
Deed Consideration: Consideration isn't a requirement to transfer property

with a quit claim deed, grant deed or warranty deed. When consideration is
listed on a blank deed form, it's referring to the amount the grantee is paying
the grantor for the property. If the property isn't being transferred through a
sale, you don't need to list a consideration. The transfer will still be valid without
listing a consideration, if the deed is executed and recorded properly.
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Co-op: Co-ops present unique challenges because the ownership interest is in

personal property, not real estate. Co-ops are non-profit corporations that are
organized either as a stock or as a non-stock/membership corporation. The
corporation does have an interest in real property, and commonly the security
instrument executed by the borrower is recorded in the land records, therefore a lien
search is required, regardless of whether title insurance is obtained.
Endorsements: In simple words, a title endorsement is an addition or limitation of

coverage that is attached to a title insurance policy. Endorsements provide coverage
that tailors the policy to fit the needs of the insured for a specific transaction.
Good Faith Estimate (GFE): A form required by RESPA that discloses an estimate of
the amount or range of charges, for specific settlement services the borrower is likely
to incur in connection with the mortgage transaction.
HUD-1: A final listing of the closing costs of the mortgage transaction. It provides the
sales price and down payment, as well as the total settlement costs required from the
buyer and seller.
Mechanic’s Lien: A security interest in the title to property for the benefit of those who
have supplied labor or materials that improve the property. The lien exists for both real
property and personal property; it is called by various names, including, generically,
construction lien. It is also called a materialman's lien or supplier's lien when referring
to those supplying materials, a laborer's lien when referring to those supplying labor,
and a design professional's lien when referring to architects or designers who
contribute to a work of improvement.
Refinance Rate: The reduced rate for a Loan Policy issued on the new loan in a
refinance transaction, in which the original loan was previously insured within some
period of years.
Reissue: It sometimes happens that a property is sold or refinanced more than once
within a five- or ten-year period. In such instances, if title insurance is obtained from
the same firm, it’s often possible to get a re-issue (discount) rate. The discount can
represent a significant savings; thus, it is worthwhile to ask if such a discount is
available. How much of a discount? According to Realtor.com, the discount can be as
much as 50 percent and sometimes more. Risk Rate: A rate that does not include the
cost of researching the title or the cost of conducting the closing.
Settlement Agents: Licensed representatives or employees of title companies who

finalize loan closings.
Source: https://closing.lessonly.com/path/2213-product-101/lesson/40910-
introduction-to-the-network?section_id=926594
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Project Management/Agile Terminology

TERM DEFINITION
Acceptance Criteria Confirms that a story is complete by matching a user

action scenario with the desired outcome.
Acceptance Test Provide the criteria to be met before the bug or user
story can be closed. Before work begins, describe the
customer acceptance criteria as clearly as possible. The
acceptance criteria can be used as the basis for
acceptance tests so that you can more effectively
evaluate whether an item has been satisfactorily
completed.
Agile Tools A suite of web-based tools used to track work and

support Agile methodologies.
Bug A type of work item that records a potential source of

dissatisfaction with the product.
Category Groups one or more work item types to support flexible

reporting, queries, and other functions made available
through Agile tools.
Customer A customer is a person or group with an understanding

of both the business needs and operational constraints
for a project who provides guidance during
development.
Description Provide enough detail for estimating how much work

will be required to implement the story. Focus on who
the feature is for and what the users want to
accomplish and why.
Kanban Board An interactive, electronic sign board that supports

visualization of the flow of work from concept to
completion.
Priority A subjective rating of the relative uncertainty around

the successful completion of a user story.
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Product Backlog An interactive list of work items that corresponds to a

team's project plan or roadmap for what the team plans
to deliver. The product backlog supports prioritizing
work and forecasting work by Sprint.
Release A deployable software package that is a culmination of

several iterations of development.
Release Planning An evolving flowchart that describes which features will

be delivered in upcoming releases.
Risk A subjective rating of the relative uncertainty around

the successful completion of a user story.
Spike A story that cannot be estimated until a development

team runs an investigation.
Sprint A sprint is a single development cycle, usually

measured as two or four weeks.
Stand-up A daily progress meeting traditionally held within a

development area.
Story Points Estimate the amount of work required to complete a

user story using any numeric unit of measurement.
User Story A business needs to be assigned to the software

development team. Stories must be broken down into
small enough components that they may be delivered
in a single development sprint.
Velocity The budget of story units available for planning the next
sprint of a development project. Velocity is based on
measurements taken during previous sprint cycles.
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Quick Reference Links

Links to CCOM:
CCOM Link Environment
PROD https://closingcorpordering.com/ Production
SIT https://sit.closingcorpordering.com/ Test
Link to Authorize.Net Supplemental Instructions:
https://closing.sharepoint.com/Operations/Resource%20Library/Forms/AllItems.aspx
?OR=Teams%2DHL&CT=1630347082905&id=%2FOperations%2FResource%20Library
%2FProduct%2FOrdering%2FIntegration%2FCredit%20Card%20page%5FAuth%5FNe
t%2Epdf&parent=%2FOperations%2FResource%20Library%2FProduct%2FOrdering%
2FIntegration
ClosingCorp Order Management (ResWare branded)
https://closing-my.sharepoint.com/:w:/p/bbailey/EXFG0N25D-
xJswe8HZ1f1W4Bbcbd_WYL4j9mPhYSS4zKUw?wdOrigin=TEAMS-
ELECTRON.p2p.bim&wdExp=TEAMS-CONTROL&wdhostclicktime=1633646944895
114
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Revision History
Date Revision Changes Made Performed By
Number
10/15/2021 1 Creation of original Draft content James Hendrick
115

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Client Services

ClosingCorp Order Management Overview 5

Other Service Providers (Flood) 35

Postman & ValuTrac Integration Type 72

ClosingCorp Order Management Overview

The ClosingCorp Order Management (CCOM) system is a single web-based portal

IMPORTANT: Ultimately all client configurations are completed in PROD, though

Functionality-wise, the SIT environment is identical to PROD, but client configurations

CCOM Link Environment

PROD https://closingcorpordering.com/ Production

SIT https://sit.closingcorpordering.com/ Test

Additionally, the Dashboard initially presents a list of configured Lenders in the

Client Setup - Lender

● General information about the Lender

Client Detail - General

● A.1 Name: Client Name, pull from Salesforce.

● B.1 Password Complexity: Allows for the selection of Password parameters.

Client Detail - Notification

See below example matching the workbook above to CCOM:

Client Detail - LOS

● D.1 Auto-Order: Select to enable auto-order functionality for Client.

To start configuring the Encompass Integration, click on ”ADD“ to the right of

● E.1 Client ID: Encompass instance ID for Lender.

● E.5 Password: Encompass password provided by Lender to allow data to be

● F.1 Behavior: Integration settings can have specific behavior attributes

● G.1 GFE Upload: N/A. Legacy field.

IMPORTANT: Any questions related to integration settings should be directed to the

● Identify the Appraisal Data Mapping columns:

IMPORTANT: Multiple fields may be mapped for Data or Documents by separating

● Identify the Title Data Mapping columns:

● Identify the Flood Data Mapping columns:

To input Appraisal Document mapping, navigate to the Appraisal tab of the

● Identify the Appraisal Document Mapping columns:

IMPORTANT: Multiple fields may be mapped for Data or Documents by separating

● Identify the Title Document Mapping columns:

● Identify the Flood Data Mapping columns:

Client Detail - Services

● H.1 E-Disclosure Consent: If selected, E-Disclosure Consent Date is

● I.1 Assignment Type: 3 types:

● J.1 Assignment Type: 3 types:

NOTE: For information regarding setting up an AMC Provider, or searching to see if

Title Service Providers

NOTE: For information regarding setting up a Title Service Provider, or searching to

NOTE: ClosingMarket is a RamQuest product. For any escalation needs, RamQuest

● M.11 TitleHound: When enabled, additional configuration fields appear, see

● N.1 Website Url: Legacy field, not utilized, leave blank.

SmartGFE, TitleClose, & TitleHound

Other Service Providers (Flood)

IMPORTANT: Account Management is responsible for ensuring agreements are in

● Q.1 Vendor: Input Vendor Name as listed in CCOM.

The Role Detail dialog box will appear:

● R.1 Name: Name of Role (e.g., Loan Officer, Processor, Admin).

Open the Role Privileges tab in the client’s workbook:

3. Once Privileges have been selected, click “Save”.

IMPORTANT: Admin and System options are infrequently granted. If requested,

The User Detail dialog box will appear:

● S.1 Name: Name of User (User Setup tab)

Open the User Setup tab in the client’s workbook:

Updating User Password

NOTE: Ensure the new password is communicated to the AMC.

The Branch Detail dialog box will appear:

● T.1 Name: Input Branch name.

Complete for each required AMC, then update Title Settings:

Broker Detail - Details