Point - How To Configure Point for Placing Orders via Catalyst
updated August 2009

Update Vendor Interfaces
Set the Provider Brand to include the Lawyers Title brand
Selecting the Vendor Interface when placing a New Order
Launch the Order in eSolutions

Update Vendor Interfaces 

1. Click the Help dropdown menu in Point, locate and click Check for Updates, then click Update Interfaces.

Set the Provider Brand to include Lawyers Title

1. Click the Utilities dropdown menu in Point and select Enable/Disable Interface Vendors.

2. The Interface Vendors list box opens.

3. Expand the list under [Select an Interface Category] to identify a service category in the next step.

4. Select Title/Escrow Interfaces

5. Click Deselect All.

6. Check the box next to Lawyers Title Company and/or the appropriate brands.

7. Click OK

SELECTING THE VENDOR WHEN PLACING A NEW ORDER

1. Open a NEW or EXISTING order.

2. Click the Inferfaces dropdown menu.

3. Click Title/Escrow.

4. Select your preferred Vendor from the Title/Escrow Interfaces list.

5. Click OK.

6. Click Launch eSolutions

5. Click OK.

5. Log into eSolutions (as a customer)

If you haven't already done so, you'll encounter the screen shown here.

5. If you are already logged into eSolutions (as a customer), you'll see the screen shown here.

6. Select the type of order you're placing - Resale or Refinance.

7. Your Point order then populates the Catalyst Order Form.

8. Make any necessary edits or fill in missing information.

9. Be sure to populate the Your Reference# field. This can be anything to help associate this order with your workflow (i.e. Document Number, etc.)

9. Select the Escrow Officer (if you're using an Independent Escrow, be sure to complete the Name, Address, and Contact fields below).

10. Select your Title Officer from the drop-down list.

9. Complete any other fields applicable to your order.

10. Click SUBMIT