Manual Order Forms













This information is provided as a guide for Brokers and Correspondents who prefer to order Closing Documents using a handwritten order form.


Instructions:
 


 


 

1)    Complete the Loan Document Order Form, and include all pertinent information regarding each loan case.

2)    Always enter your Client ID at the top of each Order Form.  This enables you to track your documents online.  If you do not have a Client ID, contact Support at 877.834.4482—option 1 to register.

3)    Send the Cover Page, Order Form, Title Commitment and Survey via email to docs@digitaldocs.com, or fax the order to 972.233.3321.

4)    Process time is four (4) hours after ALL documentation has been received (unless verifications are required).
 

 
First Time Users:
 

1)    Contact Support at 877-834-4482—option 1 to register and receive your personal Client ID.  This Client ID provides you with a login and password to view, download and check status of your loan packages.

2)    If you are a Fulfillment Services Client who needs training, we will gladly coordinate a time and date that will best suit your needs.

3)    Fulfillment Services training will consist of:  Fulfillment Services Policies and Procedures, and complete instructions on using the Fulfillment Log.  The Fulfillment Log is an online interactive program that gives you the ability to track, receive and make comments regarding your loan, up to the time of purchasing.

4)    As a first time user, you will need to complete the Lender Set-Up Form and send it by fax to Digital Docs at 972.720.3377, or email at support@digitaldocs.com prior to ordering your first set of Loan Documents.  The Set-Up process will take 48 hours after the receipt of your request, and must be completed before documents can be processed.



Calyx®Point® Users:
 

1)    Digital Docs has created an interface that will complete your Loan Document Order Form with 90% of data contained in your Calyx® Borrower File.  After Calyx® has generated your order form, view and complete any further information required for you loan and submit the final order to 972.233.3321, or email docs@digitaldocs.com.

 

 

For more information regarding the Loan Document Order Form from the Calyx®Point® program, refer to: Calyx®Point® Order Form for installation information and set-up instructions.




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