Sometimes a realtor will require an Escrow Officer to be involved during the selling process. In case you have inspections that include this kind of third-party agent, ISN has the option to add their contact information separately in the Order Form by using the Escrow Officer Control.
If it's your first time setting up a Control, you can follow the next article to learn how to Add Controls to the Order Form.
These are the Escrow Officer Control settings that you have to set up before adding it to the Order Form Sections:
1.- This is a preview of how this Control will look like in the Order Form
2.- The Control Dropdown (here is where you select the Control to add to your system)
3.- What you would like to name the Control in your ISN
4.- Short description, which will only be visible to the users with permission to edit Controls
Once you have finished setting up the Control, click on the Add Control button to save it.
Next, you will be sent back to the Order Controls. If you want that Control to be added to the Order Form, make sure that the "Show in Order Form" option in the 6th column is checked in Green:
The Escrow Officer Control will look like this in your Order Form:
You can use the search bar to lookup an existing Escrow Officer in your database.
If it's a new Escrow Officer, click on '+Add a new Escrow Officer', and it will open all the fields to fill in the agent's information:
If the inspection does not involve an Escrow Officer, click on No Escrow Officer.
If you have any questions about this information please let us know! You can reach us by chat, email at email@example.com, or phone at (800) 700-8112.