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4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800-848-0143 Email: [email protected] Web: www.softprocorp.com Two Commitments - One Order Note: This handout illustrates how two commitments can be created in one order for multiple loans and/or multiple properties. Use the + button to add additional properties and/or loans as needed. Enter the Legal Descriptions for each property. Use the drop down to differentiate between multiple properties. ProForm – Two Commitments – One Order Page 1 of 5 3/16/2017 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800-848-0143 Email: [email protected] Web: www.softprocorp.com For multiple loans or multiple policies on separate commitments, use the Title Insurance Premiums screen to allocate the appropriate loan and/or policy to a second commitment. In the Commitment – Schedule A screen, there will be 2 commitments in the Commitments/Prelim grid and the second commitment is already associated to Loan #2. ProForm – Two Commitments – One Order Page 2 of 5 3/16/2017 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800-848-0143 Email: [email protected] Web: www.softprocorp.com On the Commitment – Schedule A screen, the second commitment will be created. Highlight the commitment to work on the attributes of that particular commitment. At the bottom of the Commitment – Schedule A allocate the highlighted commitment to the appropriate property. Build the Commitment – Schedule B1, B2 screen for the first commitment. Then using the dropdown in the commitment field, switch to the 2nd commitment. ProForm – Two Commitments – One Order Page 3 of 5 3/16/2017 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800-848-0143 Email: [email protected] Web: www.softprocorp.com Requirements and Exceptions can be copied from Commitment #1 to Commitment #2. Click on the folder for Requirements, then select the Import icon from the transaction bar. Select the Requirements or Exceptions from Commitment #1 to populate the Commitment #2 Requirements section. Click OK. Click on the folder for Exceptions, then select the Import icon from the transaction bar. Select the Requirements or Exceptions from Commitment #1 to populate the Commitment #2 Requirements section. Click OK. ProForm – Two Commitments – One Order Page 4 of 5 3/16/2017 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800-848-0143 Email: [email protected] Web: www.softprocorp.com When the Commitment Document is selected, there is an option to print either Commitment #1, Commitment #2 or both. Each document will have a separate effective date if needed. ProForm – Two Commitments – One Order Page 5 of 5 3/16/2017