Link your ResWare file directly in CertifID to pull in file details.
Before you can use the CertifID and ResWare integration an administrator must set up this connection using this ResWare job aide.
After you have set up your file in ResWare and have added the buyer, seller, and any other contacts, you can log into CertifID and link the file using the file number.
You'll notice that when you prepare to submit a New Request in CertifID there is a field to enter in and link a ResWare file. This can be used for any type of request, whether sending your wire instructions to a buyer, or collecting or confirming a seller's account information.
After linking the file number you will be provided a drop-down of all recipients on this file to choose from. When you select the recipient the integration will populate the users name and contact information, as well as optional fields including the address, transaction value and expected settlement date.
Note: All of the fields are editable. If any of the information needs to be updated before sending the request you can do this directly in CertifID.
Once the recipient has responded to the request, CertifID will send the PDF Certificate to the ResWare file automatically in minutes for review or download.
Thanks for reading, and please contact firstname.lastname@example.org with any additional questions!