Prerequisite Data for Documents Guide

Page 1 of 23 Dated: 08.16.2019 © 2019 Fidelity National Financial

Prerequisite Data for Documents Guide DOCUMENT PREREQUISITES – CA

Some documents in SoftPro Select require specific data in the order. If the order does not have the data, when you attempt to generate one of these documents, a window appears informing you that there is insufficient data.

Use this guide as a reference to identify the data required to generate the following documents:

SoftPro Select Documents Data Required

10 Day Demand Letter Need a Buyer/Borrower or Seller Contact 10 Day Notice (Post Closing) Need a Seller Contact 593 Form (2018) - Tax Statement Need a Settlement Agent or Escrow Company Contact 593 Form (2018) - Tax Statement (Refi) Need a Buyer/Borrower Contact 593 Form (2019) - Tax Statement Need a Settlement Agent or Escrow Company Contact 593 Form (2019) - Tax Statement (Refi) Need a Buyer/Borrower Contact 593-C Form (2018) Need a Seller Contact 593-C Form (2019) Need a Seller Contact 593-E Form (2018) Need a Seller Contact 593-E Form (2019) Need a Seller Contact 593-I Form (2018) - Installment Sale Acknowledgment Need a Buyer/Borrower Contact 593-I Form (2019) - Installment Sale Acknowledgment Need a Buyer/Borrower Contact Abandoned Property - Notify Need a Posted Check where Cleared Date is blank Accommodation Sign Up Request and Transmittal Need an Other Contact Acknowledgment of Documents Received Need a Buyer/Borrower, Seller or Lender Contact Affidavit (Attorney In Fact) Need a Buyer/Borrower o Seller Contact who is an

Individual Affidavit (Attorney In Fact) Other Need an Other Contact with an entry in the People grid Affidavit (Co-Signer - San Joaquin) Need a Property Affidavit (Death of Beneficiary) Need a Buyer/Borrower, Seller or Other Contact with an

entry in the People grid Affidavit (Death of Joint Tenant - Prompt) Need a Property Affidavit (Death of Joint Tenant - Prompt) w/ PCOR Need a Property

For example, if you are attempting to generate a 1099 Reporting document, the SoftPro Select order must have a Seller Contact.




Affidavit (Death of Joint Tenant) Need a Property Affidavit (Death of Joint Tenant) w/ PCOR Need a Property Affidavit (Death of Life Tenant) Need a Property Affidavit (Death of Life Tenant) w/ PCOR Need a Property Affidavit (Death of Spouse) Need a Buyer/Borrower, Seller or Other Contact Affidavit (Death of Spouse) w/ PCOR Need a Buyer/Borrower, Seller or Other Contact Affidavit (Death of Transferor) Need a Buyer/Borrower, Seller or Other Contact with an

entry in the People grid Affidavit (Death of Trustee) Need a Buyer/Borrower, Seller or Other Contact with an

entry in the People grid Affidavit (Death of Trustee) Generic Need a Contact Affidavit (Death of Trustee) Generic w/PCOR Need a Contact Affidavit (Death of Trustee) w/ PCOR Need a Buyer/Borrower, Seller or Other Contact with an

entry in the People grid Affidavit (Deed of Trust) Need Instrument Type = Deed of Trust on the Existing

Liens screen Affidavit (Entity Transfer - Monterey) Need a Deed Affidavit (Estoppel Current Loan Status) Need an Existing Lien Entry on the Existing Liens screen Affidavit (MH) Need a Property Affidavit (Name - Statement of Lien) Need a Buyer/Borrower, Seller or Other Contact with an

entry in the People grid Affidavit (Non-Imputation Endorsement) Need a Prelim Entry Affidavit (Non-Imputation) Need a Prelim Entry Affidavit (Non-Term Power of Attorney POA) Need a Buyer/Borrower or Seller Contact who is an

Individual Affidavit (Non-Term Power of Attorney POA) Other Need an Other Contact with an entry in the People grid Affidavit (Not Me) Need a Buyer/Borrower or Seller Contact that is an

Individual Affidavit (Notary Seal) Need a Notary Affidavit (Note and Deed of Trust) Need an Existing Lien Entry on the Existing Liens screen Affidavit (Owner's/Individual - Borrower) Need a Buyer/Borrower Contact Affidavit (Owner's/Organization - Borrower) Need a Buyer/Borrower Contact Affidavit (Owner's/Seller) Need a Seller Contact Affidavit (PACA Owners) Need a Buyer/Borrower or Seller Contact Affidavit (PACA-PASA Indemnity) Need a Buyer/Borrower or Seller Contact Affidavit (Sign Language Interpreter) Need a Buyer/Borrower, Seller or Other Contact




Affidavit (Successor Trustee) Need a Buyer/Borrower or Seller Contact who is an Individual or a Trust with a Corporate officers/signees

Affidavit (Successor Trustee) Generic Need a Contact Affidavit (Successor Trustee) Generic w/PCOR Need a Contact Affidavit (Successor Trustee) Other Need an Other Contact with an entry in the People grid Affidavit (Successor Trustee) Other w/ PCOR Need an Other Contact with an entry in the People grid Affidavit (Successor Trustee) w/ PCOR Need a Buyer/Borrower or Seller Contact who is an

Individual or a Trust with a Corporate officers/signees Affidavit (Surviving Domestic Partnership WROS) Need a Buyer/Borrower, Seller or Other Contact Affidavit (Surviving Domestic Partnership WROS) w/ PCOR

Need a Buyer/Borrower, Seller or Other Contact

Affidavit (Surviving Domestic Partnership) Need a Buyer/Borrower, Seller or Other Contact Affidavit (Surviving Domestic Partnership) w/ PCOR Need a Buyer/Borrower, Seller or Other Contact Affidavit (Surviving Spouse CP) Need a Buyer/Borrower, Seller or Other Contact with an

entry in the People grid Affidavit (Surviving Spouse CP) w/ PCOR Need a Buyer/Borrower, Seller or Other Contact with an

entry in the People grid Affidavit (Surviving Spouse CPWROS) Need a Buyer/Borrower, Seller or Other Contact with an

entry in the People grid Affidavit (Surviving Spouse CPWROS) w/ PCOR Need a Buyer/Borrower, Seller or Other Contact with an

entry in the People grid Affidavit (Transfer Tax - El Dorado) Need a Property Affidavit (Transfer Tax - Marin) Need a Property Affidavit (Transfer Tax - Merced) Need a Property Affidavit (Transfer Tax - Riverside) Need a Property Affidavit (Transfer Tax - San Benito) Need a Property Affidavit (Transfer Tax - San Francisco) Need a Property Affidavit (Transfer Tax - San Joaquin) Need a Property Affidavit (Transfer Tax - San Mateo) Need a Property Affidavit (Transfer Tax - Santa Barbara) Need a Property Affidavit (Transfer Tax - Shasta) Need a Property Affidavit of Intent Need a Deed Agent Confirmation of Transaction Details Need a Property Agreement w/Deposit to Protect Against Defects in Title

Need a Prelim Entry

AITD Impound Account Assignment - Loan Not Transferred

Need an Existing Lien Entry on the Existing Liens screen




ALTA Commitment (Notice) Need a Prelim Entry ALTA Commitment 1982 (Information Sheet) Need a Prelim Entry ALTA Commitment 2006 (Schedule A) Need a Prelim Entry ALTA Commitment 2016 (CA) Need a Prelim Entry ALTA Extended Coverage Owner's Declaration Need a Prelim Entry ALTA Plain Language Commitment- 2006 (Notice) Need a Prelim Entry ALTA Residential Policy 1987 (Owner's Coverage Statement)

Need an Owner's Policy

Application for the Issuance of a Recorded Document Guarantee

Need a Property

Application for the Issuance of a Recorded Document Guarantee - Addendum

Need a Property

Assignment of Deed of Trust Need Instrument Type = Deed of Trust on the Existing Liens screen

Assignment of Insurance Proceeds Need an Owner's Policy Assignment of Note Need an Existing Lien Entry on the Existing Liens screen Association Demand Request (non-HOA) Need HOA or HOA Management Company or Other

Contact with Type = Owners Association Attorney's Letter - Independent Probate Need an Attorney Contact Authority Certification (GP/LP/LLC) Need a Buyer/Borrower or Seller Contact that is an

Organization or a Lender, Payoff Lender or Other Contact where Type = Misc.

Authorization to Publish Notice of Sale Need an Existing Lien Entry on the Existing Liens screen Beneficiary Declaration of Default Need Instrument Type = Deed of Trust on the Existing

Liens screen Beneficiary Statement - Assumption Institutional Need a Payoff Lender Contact Beneficiary Statement - Private Need a Payoff Lender Contact Beneficiary Statement - Private Secondary Financing Need a Payoff Lender Contact Beneficiary Statement - Subject To Need a Payoff Lender Contact Bid Instructions Need a Contact Broker's Demand Need a Listing Agent/Broker or Selling Agent/Broker

Contact Bulk - Security Agreement PP - Interest Included Need a Loan Bulk - Security Agreement PP&E - Interest Included Need a Loan Bulk - Statement of Identity Need EI Type = Sale of Business with Transfer of Liquor

License, Sale of Business, NEW Bulk Sale/Transfer, NEW




Bulk and Liquor License Sale/Transfer or Alcoholic Beverage License Transfer

Bulk - Statement re Consideration Deposited in Escrow - ABC-226

Need a Buyer/Borrower Contact

Cancellation 10 Day Letter Need a Buyer/Borrower or Seller Contact Cancellation of Lease Need a Property Cancellation to Bene Need a Seller Contact Cancellation to Beneficiary Need a Contact CAR Acceptance Letter - Buyer Need a Buyer/Borrower Contact CAR Acceptance Letter - Seller Need a Seller Contact CAR Acceptance Letter (No GPs) Need a Buyer/Borrower or Seller Contact Certificate of LLC Status (Without Operating Agreement)

Need a Buyer/Borrower or Seller that is an Organization where Type begins with "Limited" or a Lender, Payoff Lender or Other Contact

Certification of Financial Statement (Business) Need a Buyer/Borrower or Seller Contact that is an Organization or a General Contractor Contact

Certification of Financial Statement (By Indemnitor) Need an Underwriter Contact Certification of Financial Statement (Individual Trust) Need a Buyer/Borrower, Seller or General Contractor

Contact Certification of Financial Statement by Indemnitor Need a Buyer/Borrower or Seller Contact City Report Request - Compton Need a Property City Report Request - Gardena Need a Property City Report Request - Hermosa Beach Need a Property City Report Request - Inglewood Need a Property City Report Request - Laguna Beach Need a Property City Report Request - Lawndale Need a Property City Report Request - Los Angeles Need a Property City Report Request - Manhattan Beach Need a Property City Report Request - Newport Beach Need a Property City Report Request - Oxnard Need a Property City Report Request - Palos Verdes Estates Need a Property City Report Request - Port Hueneme Need a Property City Report Request - Redondo Beach Need a Property City Report Request - Rolling Hills Estates Need a Property City Report Request - Santa Monica Need a Property




City Report Request - Thousand Oaks Need a Property City Report Request - Ventura Need a Property City Report Request - Ventura Water/Sewer Need a Property Claim Letter Interpleader Action Need a Contact ClearPlus Need a Loan Policy Closing Letter Need a Buyer/Borrower, Seller, Lender, Listing

Agent/Broker, Selling Agent/Broker, Attorney, Mortgage Broker or Qualified Intermediary Contact

Closing Letter Need a Buyer/Borrower, Title Company, Attorney, Government, Qualified Intermediary, Escrow Company, HOA, HOA Management Company, Other, Builder, Seller, Mortgage Broker, Lender, Listing Agent/Broker or Selling Agent/Broker Contact

Closing Letter - Listing Agent Need a Listing Agent/Broker Contact Closing Letter - Selling Agent Need a Selling Agent/Broker Contact Closing Letter (Buyer-Borrower) Need a Buyer/Borrower Contact Closing Letter (Lender) Need a Lender Contact Closing Letter (Listing Agent-Broker) Need a Listing Agent/Broker Contact Closing Letter (Listing/Selling Broker) Need a Listing Agent/Broker or Selling Agent/Broker

Contact Closing Letter (Mortgage Broker) Need a Mortgage Broker Contact Closing Letter (Seller) Need a Seller Contact Closing Letter (Selling Agent-Broker) Need a Selling Agent/Broker Contact CLTA 108.8-06 Need the CLTA 108.8-06 Endorsement selected on the

Endorsement screen CLTA 108.9 Need the CLTA 108.9 Endorsement selected on the

Endorsement screen CLTA 109 Need the CLTA 109 Endorsement selected on the

Endorsement screen CLTA 110.1 Need the CLTA 110.1 Endorsement selected on the

Endorsement screen CLTA Guarantee 18 Certificate of Title on Mining Claim Need a Loan Policy CLTA Preliminary Report Form 2006 (Cover Sheet) Need a Prelim Entry CLTA Preliminary Report Form 2006 (Notice) Need a Prelim Entry Commission - Buyer Amended Need a Buyer/Borrower Contact Completion and Compliance Request - Palos Verdes Need a Property Condition of Title Report - Application Need a Property




Consent of Members Need a Buyer or Seller Contact that is an Organization and Type begins with "Limited"

Consent to Easement Need a Loan Contractor's Indemnity Agreement Need a Property Contractor's Indemnity Subordination and Hold Harmless

Need a Property

Cover Letter - Lawyers' Title Need a Contact Cover Page (Addressor/Addressee Env - Escrow) Need a Contact Cover Page (Addressor/Addressee Env - Title) Need a Contact Cover Page (NoCal Env) Need a Contact Credit Line/Equity Line Freeze/Payoff Authorization to Escrow

Need a Payoff Lender Contact

Credit Line/Equity Line Freeze/Payoff Authorization to Lender

Need a Payoff Lender Contact

Date Down Endorsement Letter Need a Loan Policy Declaration and Consent Need a Buyer/Borrower or Seller Contact that is an

Organization with a Corporate officers/signees Declaration of Default and Demand for Sale Need an Existing Lien Entry on the Existing Liens screen Declaration of Mortgage Servicer (Under Threshold) Need an Existing Lien Entry on the Existing Liens screen Declaration of Mortgage Servicer Pursuant to Civil Code §2923.55(c) (Over-the-Threshold and Other Lenders)


Declaration of Non-Military Service Need a Seller Contact Declaration of Trustor Need Instrument Type = Deed of Trust on the Existing

Liens screen Declaration of Trustor Accompanying Corporate Bond Need Instrument Type = Deed of Trust on the Existing

Liens screen Declared Abandonment Homestead Need a Property Deed in Lieu of Foreclosure Need Instrument Type = Deed in Lieu of Foreclosure on

the Deed screen Deed of Trust - Acceleration Need a Loan Deed of Trust - All Inclusive Need a Loan Deed of Trust - Long Form Need a Loan Deed of Trust - Modification & Partial Recon Need a Loan Deed of Trust - Short Form Need a Loan Demand - AITD Need a Payoff Lender Contact Demand - AITD w/ Authorization Need a Payoff Lender Contact




Demand - Dept. of Alcoholic Beverage Control Need EI Type = Sale of Business with Transfer of Liquor License

Demand - Dept. of Alcoholic Beverage Control w/ Authorization

Need EI Type = Sale of Business with Transfer of Liquor License

Demand - Ground Lease Need an Other Contact Demand - Ground Lease w/ Authorization Need an Other Contact Demand - Institutional Need a Payoff Lender Contact Demand - Institutional w/ Authorization Need a Payoff Lender Contact Demand - Lien for Spousal/Child Support Need a Government or Other Contact Demand - Lien for Spousal/Child Support w/ Authorization

Need a Government or Other Contact

Demand - Private Need a Payoff Lender Contact Demand - Private w/ Authorization Need a Payoff Lender Contact Demand - Short Pay Request Need a Payoff Lender Contact Demand - Water Stock Transfer Need an Other Contact Demand Approval Need a Payoff Lender Contact Demand Approval - Up Front Fee Need a Buyer/Borrower or Seller Contact Demand Authorization Cover Letter Need a Buyer/Borrower or Seller Contact Demand for Lien Need a Contact Demand for Lien - Private Party Need a Contact Demand for Release of Lien EDD Need a Government Contact Demand for Release of Lien FTB Need a Government Contact Demand Private with Request for Full Reconveyance Need a Payoff Lender Contact Demand to Pay Rent Need a Property Disbursement Instructions Need an Attorney, Listing Agent/Broker, Mortgage

Broker, Other, Payoff Lender, Pest Inspector or Selling Agent/Broker Contact

Disbursement of Procees/Refunds Need a Buyer/Borrower or Seller Contact Disclosure Source Need a Property Down Payment Assistance Disclosure Need a Loan EI Amendment (Buyer Vesting) Need EI Type = Amendment EI Amendment (EIS) Need EI Type = Amendment EI Amendment (Legal) (EIS) Need EI Type = Amendment EI Amendment (Lender Rate and Term) Need EI Type = Amendment EI Assignment of Promissory Note & DT (EIS) Need EI Type = Assignment of Note and Deed of Trust EI Bulk Alcoholic Beverage License Transfer (EIS) Need EI Type = Alcoholic Beverage License Transfer




EI Bulk and Liquor License Transfer (EIS) Need EI Type = NEW Bulk and Liquor License Sale/Transfer

EI Bulk In Interest of Time Need EI Type = Alcoholic Beverage License Transfer, NEW Bulk Sale/Transfer, NEW Bulk and Liquor License Sale/Transfer, Sale of Business or Sale of Business with Transfer of Liquor License

EI Bulk Sale of Business (EIS) Need EI Type = Sale of Business EI Bulk Sale of Business w/Transfer of Liquor License (EIS)

Need EI Type = Sale of Business with Transfer of Liquor License

EI Bulk Transfer (EIS) Need EI Type = NEW Bulk Sale/Transfer EI CALFIRPTA Withholding Instructions Need a Seller Contact EI CALFIRPTA Withholding Instructions - DS Need a Seller Contact EI CAR 2000 Amendment (EIS) Need EI Type = CAR 2000 Amendment EI Clarification (EIS) Need EI Type = Clarification EI Commercial Sale (EIS) Need EI Type = Commercial Sale EI Concerning Use of Subordination Agr. & Disc. (Lien) (SUBORD)

Need Instrument Type = Lien on the Existing Liens screen

EI Concerning Use of Subordination Agr. & Disc. (SUBORD)

Need Instrument Type = Deed of Trust on the Existing Liens screen

EI Construction Loan Need EI Type = Construction Loan EI Dealer Sale Oasis Manufactured Home (EIS) Need EI Type = Dealer Sale of New MH EI Dealer Sale of a New Manufactured Home (EIS) Need EI Type = Dealer Sale of New MH EI Dealer Sale of a Used Manufactured Home (EIS) Need EI Type = Dealer Sale of New MH EI Exchange Escrow Instructions (Buyer Accommodation) (EIS)

Need EI Type = Exchange-Buyer

EI Exchange Escrow Instructions (Seller Accommodation) (EIS)

Need EI Type = Exchange-Seller

EI HOA Release of Funds Prior to Close Need a Property EI Lender's Escrow Instructions (Private Party) (EIS) Need EI Type = Lender (Private Party) EI Loan (EIS) Need EI Type = Loan EI Loan Modification Need a Loan EI Loan/Borrower's (EIS) Need EI Type = Loan EI Manufactured Home Loan Need a Property EI NEW Bulk and Liquor License Sale (EIS) Need EI Type = NEW Bulk and Liquor License

Sale/Transfer EI NEW Bulk Sale (EIS) Need EI Type = NEW Bulk Sale/Transfer EI No Dealer Sale of Manufactured Home (EIS) Need EI Type = No Dealer Sale of MH




EI Note and DT (EIS) Need EI Type = Note and Deed of Trust EI PIRT (EIS) Need EI Type = PIRT EI Power of Attorney POA Instructions Need a Buyer/Borrower or Seller Contact; if an

Organization enter a person in the Corporate officers/signees grid

EI Real Property and Manufactured Home (EIS) Need EI Type = Real Property and MH EI Refinance/Loan Manufactured Home Need a Property EI Sale (Buyer and Seller) (EIS) Need EI Type = Sale EI Sale (Buyer's) (EIS) Need an EI Type = Sale and has the word "Buyer" or

"buyer" in the Description field EI Sale (EIS) Need EI Type = Sale EI Sale (Seller's) (EIS) Need an EI Type = Sale and has the word "Seller" or

"seller" in the Description field EI Sale HUD Division (EIS) Need EI Type = Sale EI Wrap Instructions (EIS) Need EI Type = Wrap Employee Title/Escrow Fee Waiver Request Need a Buyer/Borrower or Seller Contact; if an


Escrow Acceptance Letter - Broker Need a Listing Agent/Broker or Selling Agent/Broker Contact

Examiner's Worksheet Need a Prelim Entry Example - Line 5 Distribution Need a Loan Extension of Indemnity Agreement Need a Property FHA Notice Need a Buyer/Borrower Contact FHA Payoff Instructions and Authorization Need a Buyer/Borrower Contact Filor Requests Need a Deed FinCEN Cover Letter Need a Buyer/Borrower, Absractor, Escrow Company or

Settlement Agent Contact Fire Insurance Update Request Need a Hazard Insurance Agent Contact FIRPTA - Certification of Non-Foreign Status Need a Seller Contact FLAG Recording Instructions Need a Loan Policy Foreclosure Title Instructions Need an Existing Lien Entry on the Existing Liens screen Full Reconveyance (RECON/SUB) Need Instrument Type = Deed of Trust on the Existing

Liens screen Full Reconveyance (RECON/SUB) Letter Need Instrument Type = Deed of Trust on the Existing

Liens screen Funding Figures Need a Loan




Funding Request Letter - Enclosures Listed Need a Lender Contact and a Loan Funding Request Letter - Enclosures Not Listed Need a Lender Contact and a Loan Grant Deed Need Instrument Type = Grant Deed on the Deed

screen Grant Deed (HGG) Need Instrument Type = Grant Deed on the Deed

screen Grant Deed (Regents) Need Instrument Type = Grant Deed on the Deed

screen Grant Deed (Sunrise Village) Need Instrument Type = Grant Deed on the Deed

screen Grant Deed CP Need Instrument Type = Grant Deed on the Deed

screen Grant Deed In and Out of Trust w/PCOR Need Instrument Type = Grant Deed on the Deed

screen Grant Deed In and Out of Trust w/PCOR - SAC Need Instrument Type = Grant Deed on the Deed

screen Grant Deed Other Party SC Need Instrument Type = Grant Deed on the Deed

screen Grant Deed Out of/In to Trust Need Instrument Type = Grant Deed on the Deed

screen Grant Deed w/ PCOR Need Instrument Type = Grant Deed on the Deed

screen Grant Deed w/ PCOR - SAC Need Instrument Type = Grant Deed on the Deed

screen Grant Deed/Quit Claim Deed Instructions Need Instrument Type = Grant Deed or Quit Claim

Deed on the Deed screen GS 2 Boundary Line (Cover Sheet) Need a Loan Policy GS 2 Boundary Line (Schedule A) Need a Loan Policy GS 3 Lender's Date Down (Cover Sheet) Need a Loan Policy GS 3 Lender's Date Down (Exclusions from Coverage) Need a Loan Policy GS 3 Lender's Date Down (Schedule A) Need a Loan Policy GS 4 Recording Assignment (Cover Sheet) Need a Loan Policy GS 4 Recording Assignment (Schedule A) Need a Loan Policy GS 4 Recording Assignment (Schedule A-Continued) Need a Loan Policy GS 6 Mortgage Modification (Cover Sheet) Need a Loan Policy GS 6 Mortgage Modification (Exclusions from Coverage)

Need a Loan Policy

GS 6 Mortgage Modification (Schedule A) Need a Loan Policy




HCD Closing Letter Need a Government or Other Contact HOA Demand Request Need a HOA or HOA Management Company Contact HOA Package Acceptance Need a HOA or HOA Management Company Contact Hold Property Taxes Need a Buyer/Borrower or Seller Contact Homeowner Satisfaction Survey Need a Buyer/Borrower Contact Important Buyer Information Need a Buyer/Borrower Contact Important Seller information Need a Seller Contact Indemnity Agreement Need an Underwriter Contact Indemnity Agreement - Contractor Need a Property Indemnity Agreement - Foreclosure Need a Lender Contact Indemnity Agreement - Gap Need a Prelim Entry Indemnity Agreement - Gap Undertaking Need a Prelim Entry Indemnity Agreement - Mechanic's Lien Need a Prelim Entry Indemnity Agreement - Personal Undertaking Need an Owner's or Loan Policy Indemnity Request Letter Need a Property Indemnity Requirements Letter Need a Contact Info Sheet Need a Buyer/Borrower or Seller Contact Info Sheet - Bulk (Buyer) Need a Buyer/Borrower Contact Info Sheet - Bulk (Seller) Need a Seller Contact Info Sheet - Bulk License Only (Buyer) Need a Buyer/Borrower Contact Info Sheet - Bulk License Only (Seller) Need a Seller Contact Info Sheet - Escrow (Buyer) Need a Buyer/Borrower Contact Info Sheet - Escrow (Seller) Need a Seller Contact Info Sheet (Letter) Need a Buyer/Borrower or Seller Contact Inspection Form Need a Property Instructions - Checks to be issued Need a Deed Interspousal Transfer Deed Need Instrument Type = Interspousal Transfer Deed on

the Deed screen Interspousal Transfer Deed CP Need Instrument Type = Interspousal Transfer Deed on

the Deed screen Interspousal Transfer Deed CP w/ PCOR Need Instrument Type = Interspousal Transfer Deed on

the Deed screen Interspousal Transfer Deed CP w/ PCOR - SAC Need Instrument Type = Interspousal Transfer Deed on

the Deed screen Interspousal Transfer Deed SC Need Instrument Type = Interspousal Transfer Deed on

the Deed screen




Interspousal Transfer Deed SC w/ PCOR Need Instrument Type = Interspousal Transfer Deed on the Deed screen

Interspousal Transfer Deed SC w/ PCOR - SAC Need Instrument Type = Interspousal Transfer Deed on the Deed screen

Interspousal Transfer Deed w/ PCOR Need Instrument Type = Interspousal Transfer Deed on the Deed screen

Interspousal Transfer Deed w/ PCOR - SAC Need Instrument Type = Interspousal Transfer Deed on the Deed screen

Intro Letter Need a Buyer/Borrower or Seller Contact Irrigation/Water District Letter Need a Government or Other Contact IRS Contact Authorization Need a Buyer/Borrower or Seller Contact L. A. County 15% Ordinance Letter Need a Property Legal and Vesting Need a Preliminary Title Opinion Lender's Record Report Need a Loan Policy Lender's Supplemental Need a Lender, Mortgage Broker or Escrow Company

Contact Lessor Letter Need an Other Contact Letter (3rd Party Endorsement - Buyer) Need a Buyer/Borrower Contact Letter (3rd Party Endorsement - Seller) Need a Seller Contact Letter (Builder - All Subs Paid) Need a Buyer/Borrower, Seller, General Contractor or

Builder Contact Letter (Escheat/Due Diligence) Need a Posted Check where Cleared Date is blank Letter (Free Credit Coupon) Need a Buyer/Borrower Contact Letter (Happy New Year) Need a Buyer/Borrower or Seller Contact Letter (Misc Transmittal) Need a Contact Letter (Outside Title CPL Request) Need a Loan Letter (Post Closing-Form A) Need a Buyer/Borrower Contact Letter (Post Closing-Form B) Need a Lender or Mortgage Broker Contact Letter (Post Closing-Form C) Need a Buyer/Borrower or Seller Contact Letter (Post Closing-Form D) Need Disbursement in the form of a Check payable to

"Seller" or "All Sellers" Contacts Letter (Post Closing-Form E) Need a Posted Check where Cleared Date is blank Letter (Post Closing-Form F) Need a Buyer/Borrower or Seller Contact Letter (Post Closing-Form G) Need a Pending Check Letter of Credit Rider Need an Underwriter Contact Limited Trustee Sales Guarantee (Cover Sheet) Need a Loan Policy




Limited Trustee Sales Guarantee (Exclusions from Coverage)

Need a Loan Policy

Limited Trustee Sales Guarantee (Schedule A) Need a Loan Policy Limited Trustee Sales Guarantee (Schedule B) Need a Loan Policy Limited Trustee Sales Guarantee (Schedule C) Need a Loan Policy Line 5 Distribution Need a Loan LTSG Additional Information Endorsement Need the G 41a - Limited Trustee's Sale - Additional

Information Endorsement selected on the Endorsement screen

LTSG Increased Liability Need the G 41b - Limited Trustee's Sale - Increased Liability Endorsement selected on the Endorsement screen

LTSG Real Property Tax Information Need the G 41c - Limited Trustee's Sale - Real Property Tax Information Endorsement selected on the Endorsement screen

Manufactured Home/Mobilehome Policy (Cover Sheet) Need a Loan Policy Manufactured Home/Mobilehome Policy (Exclusions from Coverage)

Need a Loan Policy

Manufactured Home/Mobilehome Policy (Schedule A) Need a Loan Policy Manufactured Home/Mobilehome Policy (Schedule B) Need a Loan Policy Marin Co. CPWRS Need a Property Master Preliminary Report Need a Preliminary Report where lookup code begins

with “R" or "C" from the Prelim – Schedule A screen Master Preliminary Report Need a Preliminary Report where lookup code begins

with “R" or "C" from the Prelim – Schedule A screen Master Preliminary Report Need a Preliminary Report where lookup code begins

with “R" or "C" from the Prelim – Schedule A screen Memorandum of Lease Need a Property MH Accessory Installation Need a Property MH Acknowledgment Park Rules Need a Property MH Application for Duplicate Cert of Title (HCD 480.4) Need a Property MH Application for Duplicate Register Card (HCD 481.2)

Need a Property

MH Application for Replacement Insignia (HCD 416) Need a Property MH Application for Substitute Decal (HCD 490.9) Need a Property MH Application Refund (HCD 475.0) Need a Property MH Application Registration (HCD 480.5) Need a Property




MH Application Use Tax Credit (HCD 476.5) Need a Property MH Assignment of Cash Bond (HCD 482.6) Need a Property MH Authorization for Payoff Need a Payoff Lender Contact MH Bill of Sale (HCD 475.1) Need a Property MH Bill of Sale Approval Need a Property MH Bond Requirements (HCD 480.0) Need a Property MH Certificate for Transfer Without Probate (HCD 475.2)

Need a Property

MH Certificate of Information Notice of Attachment (HCD 478.2)

Need a Property

MH Certificate of Sale for Comm Coach (HCD 488.2) Need a Property MH Certification of Retail Value and Purchase Price (HCD 476.4)

Need a Property

MH Change Mailing Address (HCD 476.9) Need a Property MH Clarification Statement (HCD 490.3) Need a Property MH Closing Letter Need a Buyer/Borrower Contact MH Condition Lien Release (HCD 481.7) Need a Property MH Conditional Beneficiary Demand (Registered Owner)

Need a Property

MH Delivery Notification Need a Property MH Designation of Co-Owner Term (HCD 483.1) Need a Property MH Designation Trust (HCD 476.6b) Need a Property MH Disabled Vet Application Exempt (HCD 475.9) Need a Property MH Info Title Search Request (HCD 491.1) Need a Property MH Instructions to Satisfy Judgments (HCD 496.6) Need a Property MH Irrevocable Assignment (HCD 482.4) Need a Property MH Jr. Lien Assumption Need Instrument Type = Deed of Trust on the Existing

Liens screen MH Jr. Lienhold Consent to Move (HCD 481.4) Need an Existing Lien Entry on the Existing Liens screen MH Jr. Lienholder Demand Need a Payoff Lender Contact MH Legal Owner Assumption Need Instrument Type = Deed of Trust on the Existing

Liens screen MH Legal Owner Consent to Move (HCD 480.8) Need a Property MH Legal Owner Demand Need a Payoff Lender Contact MH Legal Owner Demand w/ Approval Need a Payoff Lender Contact MH Lien Assignment (HCD 485.1) Need a Property




MH Lien Satisfied (HCD 475.3) Need a Property MH Multipurpose Transfer (HCD 476.6G) Need a Property MH Name Statement (HCD 475.7) Need a Property MH Notice of Acknowledgement (HCD 482.5) Need a Property MH Notice of Attachment (HCD 478.1) Need a Property MH Notice of Escrow Cancellation (HCD 481.8c) Need a Property MH Notice of Escrow Closing (HCD 481.8b) Need a Property MH Notice of Escrow Opening (HCD 481.8a) Need a Property MH Notice of Intent to Move (HCD 481.5) Need a Property MH Notice of MH Conversion to Fixture Improvement (HCD 433C)

Need a Property

MH Notice of MH Installed on Foundation (HCD 433A) Need a Property MH Notice Sale or Transfer (HCD 476.8) Need a Property MH Notice Situs Change (HCD 480.9) Need a Property MH Notice Situs Change Commercial Coach (HCD 481.1)

Need a Property

MH Owner Info Request Letter Need a Buyer/Borrower or Seller Contact MH Park Request Need a HOA, HOA Management Company or Other

Contact with Type = Mobilehome Park MH Power of Attorney POA - Buyer (HCD 475.4) Need a Property MH Power of Attorney POA - Other (HCD 475.4) Need a Property MH Power of Attorney POA - Seller (HCD 475.4) Need a Property MH Release of Interest Need a Property MH Report of Addl Desc/Addl Jr. Lienholder (HCD 490.8)

Need a Property

MH Request for Confidentiality (HCD 485.7) Need a Property MH Request Voluntary Transfer of MH (HCD 495.0) Need a Property MH Requestor Account Agreement (HCD 488.1) Need a Buyer/Borrower Contact MH Specific Power of Attorney POA Instruction Need a Property MH Statement Anticipated Formal Assumption (HCD 481.6)

Need a Property

MH Statement Error Erasure (HCD 475.6) Need a Property MH Statement of Abandonment Sale (HCD 481.3) Need a Property MH Statement of Facts - Bond (HCD 476.6I) Need a Property MH Statement of Facts - Park Purchase (HCD 476.6c) Need a Property MH Statement of Facts - Salvage (HCD 486.4) Need a Property




MH Statement of Facts - Smoke Detector/Water Heater Bracing (HCD 476.6a)

Need a Property

MH Statement of Facts - Use Tax Exemption (HCD 476.7)

Need a Property

MH Statement of Facts (HCD 476.6) Need a Property MH Statement of Facts Incorrectly Rep. (HCD 476.3) Need a Property MH Statement of Foreclosure/Abandonment (HCD 476.1)

Need a Property

MH Statement of Lien (HCD 480.7) Need a Property MH Statement of Purchase Price Comm (HCD 479.7) Need a Property MH Statement of Repossession (HCD 476.0) Need a Property MH Statement to Encumber (HCD 484.7) Need a Property MH Tax Clearance Request Form Need a Property MH Tax Clearance Request Form (Riverside County) Need a Property MH Tax Clearance Request Form (San Diego County) Need a Property MH Tax Relief (HCD 498.0) Need a Property MH Transfer on Death Beneficiary (HCD 488.4) Need a Property MH Truck Camper Ownership Questionnaire (HCD 487.3)

Need a Property

MH Warehouseman's Lien Sale (HCD 487.6) Need a Property Modification to Deed of Trust Need an Existing Lien Entry on the Existing Liens screen New Property Owner Notice Need a Buyer/Borrower Contact New Property Owner Notice - DS Need a Buyer/Borrower Contact Note (Personal Guarantee) Need a Loan Note (Scrivener) Need a Loan Note All Inclusive (Interest Extra) Need a Loan Note All Inclusive (Interest Included) Need a Loan Note All Inclusive (Straight) Need a Loan Note Installment (Interest Extra) Need a Loan Note Installment (Interest Included) Need a Loan Note Straight Need a Loan Note Straight (Interest Only) Need a Loan Notice of Advance under Deed of Trust Need Instrument Type = Deed of Trust on the Security

Instrument screen Notice of Completion Need a Property




Notice of Default and Election to Sell under Deed of Trust


Notice of Default Declaration Need Instrument Type = Deed of Trust on the Existing Liens screen

Notice of Option to Open IBA Need a Buyer/Borrower or Seller Contact Notice of Rescission Need Instrument Type = Deed of Trust on the Existing

Liens screen Notice of Trustee's Sale Need Instrument Type = Deed of Trust or Mortgage on

the Existing Liens screen Notice of Trustee's Sale Under Deed of Trust Need Instrument Type = Deed of Trust on the Existing

Liens screen Notice to Purchase - Local Tax Need a Property Notification to Buyer On Disposition of California Real Property


Notification to Buyer On Disposition of California Real Property - DS


Opening Letter - All Parties Need a Buyer/Borrower, Seller, Mortgage Broker, Lender, Listing Agent/Broker, Selling Agent/Broker, Attorney or Qualified Intermediary Contact

Opening Letter - Buyer/Borrower Need a Buyer/Borrower Contact Opening Letter - Lender Need a Lender Contact Opening Letter - Listing Agent/Broker Need a Listing Agent/Broker Contact Opening Letter - Mortgage Broker Need a Mortgage Broker Contact Opening Letter - Seller Need a Seller Contact Opening Letter - Selling Agent/Broker Need a Selling Agen/Broker Contact Opening Letter (Multiple Agents) Need a Listing Agent/Broker or Selling Agent/Broker

Contact with an entry in the People grid Owner Info Request Need a Buyer/Borrower or Seller Contact Owner Info Request (Letter) Need a Buyer/Borrower or Seller Contact Owner's Authorization - Payoff Need a Buyer/Borrower or Seller Contact Owner's Statement to the Underwriter Need a Property Owner's Statement to Title Need a Property Partial Demand - Institutional Need a Payoff Lender Contact Partial Demand - Institutional w/ Authorization Need a Payoff Lender Contact Partial Reconveyance (RECON/SUB) Need Instrument Type = Deed of Trust on the Existing

Liens screen




Partial Reconveyance (RECON/SUB) Letter Need Instrument Type = Deed of Trust on the Existing Liens screen

Payoff Enclosure Letter (Internal) Need a Payoff Lender Contact PIRT Recording Instructions Need a Loan Policy Policy Authorization Request Need a Prelim Entry Power of Attorney POA General Need a Buyer/Borrower or Seller Contact; if an


Power of Attorney POA General - Joint Need a Buyer/Borrower or Seller Contact Power of Attorney POA Special Need a Buyer/Borrower or Seller Contact; if an


Power of Attorney POA Special - Joint Need a Buyer/Borrower or Seller Contact Prelim - Cover Page Need a Preliminary Report where lookup code begins

with “R" from the Prelim – Schedule A screen, Revision field

Prelim - Notes Need a Preliminary Report where lookup code begins with “R" from the Prelim – Schedule A screen, Revision field

Prelim - Sched A/Part I Need a Preliminary Report where lookup code begins with “R" from the Prelim – Schedule A screen, Revision field

Prelim - Sched B/Part II Need a Preliminary Report where lookup code begins with “R" from the Prelim – Schedule A screen, Revision field

Preliminary Change of Ownership (PCOR - All Pages) Need a Property Preliminary Change of Ownership (PCOR - Form Only - Pg1,2)

Need a Property

Preliminary Change of Ownership (PCOR - Form Only - Pg1,2)

Need a Property

Preliminary Change of Ownership (PCOR) - SAC Need a Property Preliminary Report Need a Preliminary Report where lookup code begins

with “R" from the Prelim – Schedule A screen, Revision field

Preliminary Report - Mobilehome Need a Preliminary Title Opinion Preliminary Report - Mobilehome (Attachment One) Need a Preliminary Title Opinion Preliminary Report - Mobilehome (Cover Sheet) Need a Preliminary Title Opinion Preliminary Report 2006 - CT/SU (Jacket) Need a Preliminary Title Opinion




Preliminary Report 2006 - CT/SU (Notes) Need a Preliminary Title Opinion Preliminary Report 2006 - CT/SU (Schedule) Need a Preliminary Title Opinion Preliminary Report 2006 - FNT/TT (Jacket) Need a Preliminary Title Opinion Preliminary Report 2006 - FNT/TT (Notes) Need a Preliminary Title Opinion Preliminary Report 2006 - FNT/TT (Schedule) Need a Preliminary Title Opinion Quitclaim Deed Need Instrument Type = Quit Claim Deed on the Deed

screen Quitclaim Deed w/ PCOR Need Instrument Type = Quit Claim Deed on the Deed

screen Real Estate Broker Satisfaction Survey Need a Listing Agent/Broker or Selling Agent/Broker

Contact Recording and Policy Instructions (w/ Notes) Need a Prelim Entry Recording and Policy Instructions (w/o Notes) Need a Prelim Entry Recording Confirmation Need a Loan Recording Document Cover Page Need a Contact Release of Lien Need an Existing Lien Entry on the Existing Liens screen Release of Lien Matured Installment Need Instrument Type = Judgment on the Existing

Liens screen Release of Mechanic's Lien Need a Property Release of Mortgage Need Instrument Type = Mortgage on the Existing

Liens screen Release/Reconveyance Request Need an additional Title Company Contact (i.e., T2, T3,

etc.) Request for Conditional Tax Clearance (Los Angeles County)

Need a Property

Request for Conditional Tax Clearance Cert (Imperial County)

Need a Property

Request for Full Reconveyance (RECON/SUB) Need a Payoff Lender Contact Request for Hazard (Fire-Flood) Insurance Need a Hazard Insurance Agent, HOA or HOA

Management Contact Request for Hazard (Fire-Flood) Insurance (Condo) Need a Hazard Insurance Agent, HOA, HOA

Management or Other Contact with Type = Flood Insurance

Request for Hazard (Fire-Flood) Insurance (MH) Need a Hazard Insurance Agent, HOA or HOA Management Contact

Request for Hazard (Fire-Flood) Insurance (No Prompt) Need a Hazard Insurance Agent, HOA or HOA Management Contact




Request for Irrigation/Water District Information/Demand

Need a Government Contact

Request for Leasehold Statement Need an Other Contact Request for Notice of Default & Delinquency (EXLIEN) Need an Existing Lien Entry on the Existing Liens screen Request for Notice of Default & Delinquency (SECINST)

Need a Loan

Request for Notice of Default (SECINST) Need a Loan Request for Partial Reconveyance (RECON/SUB) Need a Payoff Lender Contact Revocation of Power of Attorney POA Need a Buyer/Borrower or Seller Contact; if an


Revolving Indemnity Cover Letter Need a Buyer/Borrower or Lender Contact Satisfaction of Judgment/Full Release Need an Other Contact Security Agreement and Promissory Note - Personal Property (consisting of 4 pages)

Need a Loan

Separate Commission – Listing/Selling Need a Listing Agent/Broker or Selling Agent/Broker Contact

Separate Memorandum of Inst to Pay Commission – Listing/Selling

Need a Listing Agent/Broker or Selling Agent/Broker Contact

Special Warranty Deed Need Instrument Type = Special Warranty Deed on the Existing Liens screen

Stale Dated Check Letter - Addl. Party Need a Posted Check where Cleared Date is blank Standard Estoppel Certificate by Lessee Need a Property Standard Estoppel Certificate by Lessor Need a Property Statement of Information - Multiple Parties Need a Buyer/Borrower or Seller Contact Statement of Information - Multiple Parties (Letter) Need a Buyer/Borrower or Seller Contact Statement of Information w/Cvr Ltr Need a Buyer/Borrower or Seller Contact Statement of Information w/Cvr Ltr (Letter) Need a Buyer/Borrower or Seller Contact Statutory Bargain and Sale Deed Need Instrument Type = Statutory Bargain and Sale

Deed on the Deed screen Stop Payment Letter Need a Posted Check where Cleared Date is blank Stop Payment Request - Bank Need a Posted Check where Cleared Date is blank Stop Payment Request - OAC Need a Posted Check where Cleared Date is blank Subcontractor's Representation (Owner-Builder) Need a Builder, General Contractor or Subcontractor

Contact Subordination Agreement (Easement) Need a Loan




Subordination Agreement (Leasehold to Deed of Trust Modification)


Subordination Agreement (Lien) (SUBORD) Need Instrument Type = Lien on the Existing Liens screen

Subordination Agreement (Possession and Use Agreement)


Subordination Agreement (Trust Deed to Easement) (SUBORD)


Subordination Agreement A (Standard) (SUBORD) Need Instrument Type = Deed of Trust on the Existing Liens screen

Subordination Agreement C (to Additional Advance) (SUBORD)


Subordination Agreement Cover Letter Need Instrument Type = Deed of Trust on the Existing Liens screen

Subordination Agreement D (Leasehold Estate) Need a Loan Subordination Agreement E (to Financing Statement) (SUBORD)

Need Instrument Type = Financing Statement on the Existing Liens screen

Subordination Agreement F (to Modification) (SUBORD)


Substitution of Trustee (Corporate Bond) Need Instrument Type = Deed of Trust on the Existing Liens screen

Substitution of Trustee (RECON/SUB) Need Instrument Type = Deed of Trust on the Existing Liens screen

Substitution of Trustee and Deed of Partial Reconveyance (RECON/SUB)


Substitution of Trustee Full Reconveyance (RECON/SUB)


Substitution of Trustee Partial Reconveyance (RECON/SUB)


Supplemental Report Need a Buyer/Borrower, Seller, Lender, Listing Agent/Broker, Selling Agent/Broker, Attorney, Mortgage Contact

Tax Sale Notification Letter Need a Government Contact Termination of Lease Need a Property Title Transmittal Need a Prelim Entry Title Transmittal Letter Need a Prelim Entry Transfer Tax Decl - City of Berkeley Need a Deed




Trust Certification Need a Buyer/Borrower or Seller Contact that is an Organization where Type = Trust

Trust Certification (Deed In and Out of Trust) Need a Buyer/Borrower or Seller Contact Trustee Invoice Need Instrument Type = Deed of Trust on the Existing

Liens screen Trustee's Deed Upon Sale Need Instrument Type = Trustee's Deed on the Deed

screen TSG 10 Day Letter Need a Contact identified as a Marketing Source Vesting Information Need a Buyer/Borrower Contact Vesting Information with Explanation Need a Buyer/Borrower Contact Water Cert Request - Los Angeles Need a Property Wire Out Adjustment Need a Posted Outgoing Wire Wrap 1 Exh AITD (When Underlien Pays Off Payments go to Payee)


Wrap 2 Exh AITD (Servicing & Impounds/Pay Payee & Underlien)


Wrap 3 Exh AITD (Servicing & Impounds/Pay Payee ONLY)


Wrap 4 Exh AITD (Servicing & No Impounds/Pay Payee & Underlien)


Wrap 5 Exh AITD (No Servicing / Impounds) Need an Existing Lien Entry on the Existing Liens screen Wrap 6 Exh AITD (No Servicing /No impounds) Need an Existing Lien Entry on the Existing Liens screen Wrap 7 Exh AITD (Mirror Wrap) Need an Existing Lien Entry on the Existing Liens screen