1. Click add title insurance.

2. Select manual entry.

3. Click continue.

4. Select TitlePlus.

5. Click continue.

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

7. To add a lender policy, click add policy.

8. Enter in details pertaining to your lender policy and click save.

9. To enter an owner policy, repeat the previous step. Enter in details pertaining to your owner policy and click save.

10. Click finance settings.

11. Select the drop-down menu to choose where you would like to display the premium amount; Trust Ledger or Statement of Account.

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

13. Select the checkbox, should you wish to combine the premium and counsel fee.
​Click save when you are finished.
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14. To upload your policy, click upload document.

15. You may also drag and drop your policy here.
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That's it. You're done!

Next step: Practice