1. Click the title insurance tab in your file
​

2. Click add title insurance
​

3. Click manual entry
​

4. Click continue
​

5. Choose and click the title insurer you'd like to manually enter
​

6. Click continue
​

7. Fill in details for your title insurance order in the fields below
​

8. Fill in your order number
​

9. Fill in your order date by clicking the calendar icon
​

10. Fill in your effective date by clicking the calendar icon
​

11. To add a lender policy, click add policy
​

12. Click lender, enter in details pertaining to your lender policy
​

13. Click add policy
​

14. To add an owner policy, click add policy
​

15. Click owner, enter in details pertaining to your owner policy and click add policy
​

16. Click finance settings
​

17. Select the drop-down menu to choose where you would like to display the premium amount; trust ledger, statement of account or don't display
​

18. Choose whether or not you extend the counsel credit to your client
​

19. Select the checkbox should you wish to combine the premium and counsel fee
​

20. Select the checkbox should you wish to show the counsel credit as a fee on the statement of account and click save when you are finished
​

21. To upload your policy, click upload document

22. You may also drag and drop your policy here
​

​
​

​