Onboarding Training
Step 2 - Ordering a report
Watch the quick video for instructions.
Ordering reports is all you need to do to make sure you’re FinCEN compliant. We’ll do the rest.
We recommend ordering reports near the start of your transaction to give your buyers and sellers maximum time to submit information.
TIP: A template to populate all order information is available to work with our auto ordering system. Many of our customers create a custom export form from their title software like this template. DOWNLOAD TEMPLATE
