Help Sections
Logging In
Logging into transaction center requires an active
account. Enter your username and
password into the labeled fields and press the ‘Log In’ button. If you do not enter a valid username and password
combination an error message will be displayed.
Upon entering valid credentials and pressing the ‘Log In’ button you
will be redirected to the ‘Home’ page.
Periodically transaction center is unavailable due to
servicing. We strive to post a message
on the log in page about scheduled downtime several days in advance. If unexpected downtime is encountered you
will receive a message stating “An unexpected error occurred. No connection could be made because the
target machine actively refused it.” In
this case please try to login again in a few moments.
Requesting an Account
To request an account press the link for account creation
from the log in page. Once your have
filled out the ‘Request an Account’ fields press the ‘Submit’ button. Your information will be routed by the
helpdesk to a representative from the appropriate region to review your
request. We may choose to contact you by
phone or email before creating the account to verify your information, but we
do strive to create your account in approximately a business day. At any point you may press ‘Cancel’ on this
screen to be returned to the log in screen.
Home Page
The home page of transaction center serves as a view into
orders you have either placed into our systems or have a business relationship
with. There are currently four views
available:
- All
Fields
- Lender
- Realtor
- Buyer/Borrower
Each report will organize data in a grid that displays
thirty rows per page. If you have more
than thirty orders in our system then you will see numbers after the ‘View
Navigation’ label which represents page numbers into your view.
Each column may be sorted in ascending or descending order
and may be filtered for content. Some
columns represent text data while others represent dates. Filtering a column of textual data will
return values that contain the text entered.
There are two special characters available for text searched.
- ? –
matches any one character.
- % -
matches zero to many characters.
For example you could filter a column labeled ‘Escrow
Officer’ with ‘Doe, Jo?n’ to get back orders with ‘Doe, Jon’ or ‘Doe, John’.
Date columns also have powerful filtering capabilities. Dates can be filtered for a single exact
date, year and month, or year. Using the
word ‘to’ or ‘and’ allows for filtering from an exact date, year and month, or
year to an exact date, year and month, or year.
Some examples for the ‘Date Opened’ column:
- 2006 –
Returns all orders opened in the year 2006.
- 2004
to 2006 – Returns all orders opened in 2002, 2003, 2004, and 2005.
- 2004
to 6/21/2006 – Returns all orders opened in 2004, 2005, and up to but not
including 6/21/2006.
When modifying a column filter your must submit your changes
for them to take affect. To do so you
may press Enter or the button labeled ‘Update Filters’. To remove all filtering for
all columns press the ‘Clear Filters’ button.
Place Order Page
The place order page allows you to submit an order into our
system through transaction center.
Please enter as much information as you have about your order. The list of fields that are required is based
on several factors. When you submit your
order, if there is any information which we cannot process your order without
or if any information is in an incorrect form you will be returned to the place
order page with the erroneous fields highlighted. Please correct these errors and press
‘Submit’ again. Once the values entered
for each field validate successfully then the data will be compared against
existing active orders in our system. If
no existing orders are found to match the input then you will receive
confirmation of your order and you will be able to view it. If there is a conflict then your order will
require further examination. You can
always view the status of pending orders by following the ‘Pending Orders’
link. You will receive email
notification if your order is canceled along with an explanation of why. Once the order has been created it will show
up on your Home page. If you received
confirmation of your order being created but you do not see it on your home
page please check that your filters have not removed it from view.
To view more details about an order click on any column for
your current view that contains data.
This will take you to the ‘Order Detail’ page.
Pending Orders
The pending orders page will show you orders you have
submitted that are awaiting further examination. If an order is found to be a duplicate you
will receive notice in the form of an email explaining why. Orders that are cleared for creation will
simply clear this screen and show up on your home page.
Order Detail
The order detail page provides a high level overview of an
order.
Documents
The documents page allows you to view or upload documents
associated to and order. To upload a new
document, click on the upload button and enter the information. You can click on the browse button to point
to where the file is located on your computer, and then submit. You will see the uploaded document added to
the list of documents available on the order.
To view one of these documents, click on the name and your browser will
allow you to either view or save the document.
If you choose to view the document, an external program such as
Microsoft Word or Adobe Acrobat Reader must be installed to view certain file
types.
Notes
The notes page displays messages attached to the order
either added by you, other transaction center users, our system, or our
internal processors. You can add a note
by pressing the add note button. Enter
the required information and submit. You
will see the newly added note as the most recent row at the top of the notes
grid.
My Account
The ‘My Account’ page contains our personal about you. This includes basic information such as your
name and address. Please keep this
information current in case we need to contact you about any of your
orders. Also shown on this page in read
only form is who else can see your orders in transaction center and who you can
see the orders of. Not all users of transaction
center will have users configured for cross-user viewing.
Logout
Pressing the logout link when you are done with transaction
center will ensure that no one can gain access to your account while you are
away. For security purposes your account
will log itself out after about a half hour of inactivity. We recommend closing your browser after
logging out of transaction center to prevent an intruder from gaining access to
cached data from transaction center stored on your computer.