How to upload your escrow documents, add folders and label documents
When you receive a document for your escrow it is easy to upload them to the ECP program.
First you will save the document to your desktop to easily find and upload it to the system. Once you have saved it to your desktop log into your ECP account.
After you have logged into your account you will select the escrow from the main page to open the profile page. On the profile page you will see a button under the contacts section that says “Upload/View Document Library” and select it.
In the Document Library you will see the 3 preloaded folders; Disclosures, Contracts and Files. You can at any point add an additional folder by selecting “Create New Folder” at the top of the page. If you would like to add a new folder just select “Create New Folder” enter the folder name then select “Create Folder.” (For example: BPO Pictures, Short Sale Documents) You will then be able to upload documents to your new folder.
You will upload all your documents to their specific folder like you would with a filing cabinet. You will decide what folder your document needs to be stored then select the appropriate “Choose File” button to browse your desktop for the doc. Once you select it hit the “Open” button as you would with any upload form then select the upload button and your document will be added to the folder. You can open the document by simply selecting the file name.
You can upload any type of document whether it’s a PDF, JPEG, DOC it doesn’t matter it can all be stored in any folder.
Once you have uploaded the document you will have the ability to label what exactly is in the document. Say you receive on PDF but it includes 3 different things, well, this is where your primary documents list comes in. Next to doc you will see the words “Add Label” when you select it you will see the list of all your primary documents. All you will need to do is select the names and select save then your labels will be attached. As an added benefit, once you select the label name the item will be removed off your “items needed” list on the escrows profile page. That way you will easily know that the item has been received!
The document library has been created like a virtual filing cabinet giving you the ability to file your escrow documents without the need to print and store a paper copy. All uploaded documents will be stored on our secure servers for 3 years. Even after an escrow has been closed, you will have the ability to view the documents.
By using this feature you could virtually become a paperless office and drastically reduce your overhead cost!
Remember if you have any questions feel free to contact us!
Thank You from Escrow Coordinator PLUS!