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How to Generate a Title Order Form

How to generate a title report to send to the title company

K
Written by Kevin Lezette
Updated over 2 months ago

Sonar can generate a title order report for you, which you can then send to the title company. The method for generating this report differs between purchases and refinances.

For A Refinance

To generate a title report for a refinance, go to Services, under Loan Setup.

Click Add Title Company.

Fill in the information requested and click Save.

Now, go to Documents, under Overview.

Scroll down until you find the Order Title document.

Download this file and email it to the title company.

For A Purchase

Before you can order a title report for a purchase, you must generate disclosures.

To generate disclosures, go to Documents under Overview.

Click Generate next to Sonar Disclosures.

Now you can generate the title order report.

Go to Services, under Loan Setup.

Click Add Title Company.

Fill in the requested information and click Save.

Now go back to Documents, within Overview

Scroll down until you find the Order Title document.

Download this document and email it to the title company.

Sample Title Request Form

  • here is a sample title request form

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