How to Order Title in LendingPad

A quick reference for placing a title order directly from your LendingPad loan file.

Overview🔗

You can place SettleWise title orders directly from a loan file in LendingPad, using the same Actions menu you already use to run LodeStar closing cost quotes. The order request pulls loan details automatically and routes straight to the SettleWise team.

Step-by-Step Instructions🔗

1. Open the loan file

In LendingPad, open the loan file for which you want to order title.

2. Go to the Actions area.

This is the same area you'd use to run a traditional LodeStar closing cost fee. Click the Title button, then click Send.

3. Select the request type and contact

A window will open with the request type set to Email. Select SettleWise as your contact.

Note: Even if you've already run a SettleWise quote and contact information dropped onto the loan file itself, that information doesn't always carry over to your company-level contacts. If SettleWise isn't showing up as an option, add it under your company-level contacts (with the email address and other contact details) and it will become available organization-wide.

4. Add notes (optional)

If there's anything the SettleWise team should know, add it in the notes field.

5. Preview the request

Click Preview Request. You'll see the order is addressed directly to orders@gosettlewise.com. Add any attachments the file needs. The request auto-fills with the relevant loan information: loan details, property address, estimated closing date, and anything else SettleWise needs to process the order.

6. Send the request

Once you've reviewed everything, click Send Request. This fires off the title order, and someone from SettleWise will follow up shortly for any additional details needed to keep the file on track to close on time.

Questions?🔗

Reach out to your LodeStar or SettleWise contact for help with contact setup, order status, or anything else related to this workflow.