registration guide · black knight requires any vendor that would like to participate in managing...

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1

Registration Guide A Step-by-Step Guide for New Providers



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Table of Contents

What is the Exchange? .................................................................................................................. 3 What is Closing Insight™? ............................................................................................................ 3 Overview of Registration Process ................................................................................................ 4 Read Before Proceeding ............................................................................................................... 4 Lender Invited Initial Steps ............................................................................................................ 5 Provider Self Registering Initial Steps .......................................................................................... 6 Remainder of the Registration Steps............................................................................................ 7 Appendix ...................................................................................................................................... 19 End Users ...................................................................................................................................... 19 Description of End Users Access Permissions ............................................................................... 19 Existing Exchange Users ............................................................................................................ 20 Next Steps .................................................................................................................................... 21



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What is the Exchange?

Exchange is a secure, web-based platform, established in 2008. This tool allows Lenders to connect with over 20,000 different

Vendors and provides the ability to manage products online or through an interconnection with internal systems.

Please visit our website for more information.

Once registration is complete, users will be provided with information regarding training of the Exchange website.

What is Closing Insight™?

Closing Insight™, a suite of Web-based technology and workflow solutions, was developed by Black Knight in collaboration with several top Lenders, Title Underwriters and Settlement Agents.

Closing Insight supports the closing process by helping lenders and settlement providers gather loan fee information and collaborate in a secure web page to complete the Closing Disclosure form.

In addition to that and most importantly, Closing Insight helps lenders and their business partners satisfy their obligations with CFPB’s TRID requirements.

So what is the difference?

Exchange is where the order(s) will be managed, including communicating with the Lender.

Closing Insight is simply an additional tool added to the Exchange.

Closing Insight will be initiated by the Lender when they are ready to complete the Closing Disclosure

All through one secure website!

http://www.bkfs.com/Exchange/Pages/default.aspx



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Overview of Registration Process

The registration process is a two part process that must be followed through entirely. Failing to do so may cause failure of the order(s) being delivered from the Lenders. Important Notes:

1. A Company location only needs to be registered once. This will be known as the Provider. a. Once registered, the company will appear in the Lenders database. Please note some Lenders do require

specific terms to be part of their managed vendor list. Please see Lender of choice for more details.

2. Individual Agents: a. May be added to the database of an already registered company. Contact the administrator of the company

location to initiate the steps of adding additional users. b. May be invited by a Lender but must take all the registration steps to register the company.

Here is an overview of the process:

Read Before Proceeding

Black Knight requires any vendor that would like to participate in managing Title and/or Closing orders with the Lender

community who participates in using Closing Insight, to register a company location so they can be part of a secure database.

This process only needs to be completed once. Thereafter, the Provider will remain in the database.

There are two ways a Provider may begin the process of registering with Black Knight:

1. Lenders may invite a Provider they have never done business with before, to register, so that they can manage the

order(s) through the Exchange system.

a. This requires the company location be registered first. If you are a Provider who received an email invitation

from a Lender, please ensure you have proper permission rights to register the company location before

proceeding.

b. Taking these steps will automatically provide administrative rights. Click here to proceed.

2. Providers may be proactive and register themselves with Black Knight. Click here to begin the registration

process.



5

Lender Invited Initial Steps

When Lenders create a new order for Title and Closing, the Title and/or Closing Provider must be selected for routing of the

new order to take place. If the Provider is not listed, the Lender may initiate an invitation to register with Black Knight. Once

this entire process is complete, the Title and/or Closing order will then be routed to the Provider.

Reminder: Individual Agents require a company to be registered first. Once the company is registered, the agent may then

be added to the database as an individual user.

Below is an example of a registration invitation:

Click the New User

button to launch

the registration site.

Click HERE to

continue to the next

steps.

Important: If you are an existing user of the Exchange and already have login credentials, click here.

Active 5 days

Only

Lender Contact



6

Provider Self Registering Initial Steps

Providers can register to be part of the Closing Insight community at any time. Once the Provider completes the registration

process they will remain in the database and will be searchable in the Lenders search results when they place a new order.

IMPORTANT: Each Lender may have specific requirements to be part of a managed vendor list. Please see Lender of choice

for questions on that process.

Individual Agent(s) who work for a company that has already completed the registration, do not need to take these steps. The

Administrator of that office location may add additional users at any time through their personal administrative website.

To initiate the self-registration process,

go to www.closinginsight.com.

Click the Register Now button.

Complete all the required fields denoted with a red asterisk.

The Primary Contact will automatically be given the Administrator

role which includes access to an administrative website.

When ready, click on the Submit button.

Look for an email invitation to continue the registration process.

Primary Contact entered in previous step will receive an email

invitation with a link to continue the process.

Click the New User link when ready.

Active 5 days only

http://www.closinginsight.com/



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Remainder of the Registration Steps

Once the New User link is clicked, the registration process officially begins. Administrator MUST COMPLETE THE ENTIRE

PROCESS to be considered officially registered with Black Knight AND for the routing of the orders to take place.

Registration Step-by-Step Action Table

1 Create New User

We need to verify your

identity.

Type in the missing digits of the phone number

Click Continue

Note: You will have 5

attempts to enter the

missing digits of the

phone number.

You will receive this message

if the system does not

recognize the phone number.

2 Welcome Message

Note: Reminder

emails sent at the 24

and 48 hour mark if

the entire process has

not been completed.



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3 Confirm Contact Information

If no changes are needed then

Click Continue

4 Your USER NAME and PARTY ID will

be displayed

Make note of them

please!

IMORTANT:

Registration is NOT

yet complete, please

continue forward.

Temporary

password will be

emailed.

Click on link within

email to continue

the registration.

5 Temporary Password email

Capture your

temporary password.

Click on the Launch RealEC Exchange link.



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6 Login Page

Enter User Name

from step 4. This is now your permanent User Name.

Enter temporary password provided in email.

Click Login.

Note: Forgot Username? link may be used to retrieve User Name.

User will be redirected to a page to enter email & last 4 digits of phone number. Once

submitted, user will receive email containing user name.

7 Create your Permanent Password

Enter temporary password

Establish new password

Click Change Password



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8 Establish Six

Security Questions

Click the arrow to

select from the

drop down.

Enter an Answer. It’s recommended

answers are saved in

a secure place.

Users may avoid a call

into Support by

answering three of

these questions when

retrieving a forgotten

password.

Click the Show radio

icon to display the

answer in the Answer

field.

Once all six questions

have been selected

and answered, click

Submit.

Successful entries will be visible with a green checkmark as shown below.



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9 User Access Agreement

Click in the box to

confirm you

understand, then click

Accept.

Click on the Printable

Version link to keep a

copy.

10 RealEC Network

Access Agreement

Click in the box to

confirm you

understand, then click

Accept.

Click on the Printable

Version link to keep a

copy.



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11 Company

Information

The information will be

pre-populated with an

exception to Software

Company.

Select the Software Company from

the drop-down.

Software Company ID will

be pre-populated based on the Software Company

selection.

Click Next.

Software Company: This is your company’s internal software platform. This will direct

Black Knight to ensure we integrate Exchange and Closing Insight within the systems you

already use today.

Please see the software company for training on Closing Insight. Contact and training

information for each software company is available here.

If the software company does not appear in the list or you are unsure, you may select

RealEC Web. This means you will use the Exchange website to participate in Closing

Insight.

Once saved, you will not be able to make any changes.

If changes are needed, you will need to call Black Knight Support at:

877-273-2532 or Email: [email protected]

http://www.bkfs.com/ClosingInsight/Pages/Integrated-Software-Providers.aspx

mailto:[email protected]



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12 Billing Information

Complete all the required fields.

Click Apply.

IMPORTANT:

If a promo code is provided by a Lender, please utilize that promo code as that will ensure billing takes place accordingly.

Billing Preference: Paper Billing is the default preference.

When complete, acknowledge the Financial Acknowledgement

Click Next.

Proceed to Step 16

CREDIT CARD Users,

Click Here.

The following is a description of the 3 links in the upper right hand corner:

Frequently Asked Questions: Answers to the most common billing questions.

Base Level Product Pricing: Current product pricing opens in a new browser window.

View Billing Report: Opens the billing report in a new browser window.

Enter: ClslnstWEB

Then Apply!



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13 CC Secure Site

Pop-up informing

Users they are being

redirected.

Click Continue.

Users have 5 minutes

to complete the credit

card process.

14 Credit Card input

New window will open,

enter/update credit

card information.

Complete all of the information.

Click Submit

Transaction.

Note: Users have 4 attempts to

enter a valid credit card.

After the 4th attempt, the account

will be locked and user will need to

contact: Black Knight Support to

unlock. 877-273-2532 or Email:

[email protected]

Note: Do not close your entire

browser, only close the tab

where the credit card information

was entered.

15 Billing Page

User will be rerouted

to the Billing page.

Status of CC will carry

over as well.

Click the Financial Acknowledgement

box when ready.

Click Update.

If status was Not Authorized

or Locked due to

unsuccessful attempts,

please contact Black Knight

Support: 877-273-2532 or

Email: [email protected]





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16 Primary Contacts

The system will prefill

the Primary, Billing

and Partner Approval

tabs.

Complete the

Technical and Outage

tabs.

If changes are

needed, please go into

the individual tab to

update contact

information.

This page informs Black Knight who the receiving person of information will be:

Primary – receives all communications from Black Knight.

Billing – receives all billing information from Black Knight.

Partner Approval – approves a lender to do business with on Black Knight.

Technical – receives technical notes and release notes from Black Knight.

Outage – receives system outage notifications from Black Knight.

17 Add Users

The Users tab is for

adding other users to

the system.

Note: You will already

be listed as a user.

Click Add User. A

pop up will appear.

Proceed to next step.

Upload New User File is for future enhancements. Please do not use!

Pending Section: When adding a New User, they will be listed in the pending

section until they complete their registration process.



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18 Add User

Enter applicable

information for each

new user.

Access Permissions:

These will affect the

type of edit (or view)

rights this user will

have. Information is

driven by the Software

Company that was

selected earlier in the

process.

See Description of

Access Permissions

for detailed

descriptions.

Click the Save or

Save & Close button

when done.

Save will save your

progress.

Save & Close will

save the information

and close the window.

New Users

User will receive an email to

complete the registration

process.

User has 5 days to complete the

process.

After 5 days the link in the

email will become inactive.

More information will be

provided at the end of this

document.

.



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19 Products tab

Exchange will

automatically

configure the products

needed based on the

Software platform you

selected in step 11.

To add a product:

Select the

Product Type

(i.e. Title, Closing,

Document

Signing etc.)

Product Code –

What kind of

Product (i.e. What

type of Title

products)

State and County

business is done

in

Click Apply

20 Notifications

Notifications are email

messages that will be

triggered by an action

that took place. (i.e.

Title Delivery)

Exchange will

automatically

configure the

notifications needed

based on the Software

platform you selected

in Step 11.

These configured

notifications cannot be

removed.

Information is provided in the Provider Administrator and Provider Exchange User Guides.



18

21

License

This section is ONLY required for Appraisers

22 Insurance

The Insurance tab

allows you to add

Insurance information,

organized by product.

Click on Add

Insurance and

complete the required

fields.



19

Appendix

End Users

Any additional users you entered during this process should now receive an automated email from RealEC

Technologies/Black Knight.

This is an invitation email that will provide web links for the user to begin their own personal registration process. The users

will be required to take similar steps as you did in steps 1-8 above.

In addition, upon the user acknowledging the User Access Agreement, they will move from Pending to Active status in the

Users tab. You may monitor the registration status in the Administrative website.

Description of End Users Access Permissions

As mentioned in Step 18 above, you will need to assign permissions for each user you are providing access.

The information you will see listed for permissions is driven by the Software Company that was selected during the registration

process. Below are details of each permission only if the selection was for Exchange Website.

Closing Insight Amend: Allows user to respond to analytics within Closing Insight. No edit rights, can view data.

Closing Insight Edit: Allows user full access to Closing Insight functions

Closing Insight View: Allows user to access Closing Insight, but view only rights within the page

Exchange Order Access All*: Has access to view all orders for their company/branch when logged in Exchange

Exchange Order Access My*: Restricts user to viewing only orders assigned to their user name.

Exchange Order Edit – Allows the user to accept and edit orders as needed, all functions allowed such as adding

events, adding documents, etc.

Closing Insight Amend: Allows user to respond to analytics within Closing Insight. No edit rights, can view data.

Closing Insight Edit: Allows user full access to Closing Insight functions

Closing Insight View: Allows user to access Closing Insight, but view only rights within the page

Admin: All access and rights to the Exchange, all access and rights to Closing Insight

* Exchange Order Access All or My is view only access and must be combined with Exchange Order Edit in order for

user to view and edit orders. This does not apply to Closing Insight permissions. However, if the user is

participating in Closing Insight, they WILL need to select at least one Exchange role and one CI role.

Exchange Order

Access All

Exchange

Order Access

My

Exchange

Order

Edit

User Access

x has access to view all orders for their PartyID(s)

x has access to view only their orders

x x allows the user to view and accept/edit all orders for their PartyID(s)

x x allows the user to view and accept/edit only their orders



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Existing Exchange Users

If you received an email invitation and are already an administrator and user of the Exchange system, thank you and we

apologize for any confusion this invitation may have caused. You do not need to begin a new registration, Black Knight has

implemented an Existing RealEC Account link for your convenience.

Click the Existing RealEC Account link to be redirected to the administrative web pages.

Enter existing login credentials.

From the drop down, you will

see all the Party ID’s that you

have access.

Select <New Party> to register

a new branch.

Click Continue.

The remainder of the steps will

remain the same as the

existing branches. Simply

enter the data for the new

branch.



21

Next Steps

As mentioned at the beginning of this document, now that you have registered your company you will have access to both the

Exchange website for Providers and the Administrative site.

Use the below URL(s) to navigate to these websites. You will use the credentials you created through this process to log-in.

Exchange Admin site: https://Admin.RealECExchange.com

Exchange Provider site: https://Provider.RealECExchange.com

Lastly, please visit the following website created just for you and all the new users you provide access. Here you will find

training documentation along with videos where users can watch then practice using Exchange and Closing Insight.

www.closinginsightresourcecenter.com

If you still have questions or have any concerns during the registration process, please feel free to contact the Closing Insight

Support line at: 1-800-893-3241 or by email at [email protected]

Thank you for registering with Black Knight!

https://admin.realecexchange.com/

https://provider.realecexchange.com/

http://www.closinginsightresourcecenter.com/




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Change Record

Version Date Impacted Section Description Author

1.0 4/2/15 All Sections Initial draft S. Vizcarra

1.1 6/1/15 All Sections Edits to functionality and appearance S. Vizcarra

1.2 6/30/15 All Sections Updated screenshots S. Vizcarra

1.3 11/13/15 All Sections Updated screenshots S. Vizcarra

2.0 4/16/16 All Sections Updates to functionality and appearance

S. Vizcarra

3.0 4/10/17 All Sections Updated template S. Vizcarra

4.0 10/27/17 All Sections Updated template D. Irby

4.1 12/19/17 Fees Schedule Removed Fee Schedule Section D. Irby



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Statement of confidentiality The information contained in or supplied with this document is submitted solely for the purpose of evaluating the products and services of Black Knight Financial Technology Solutions, LLC. its affiliates and/or subsidiaries (collectively, “Black Knight”). The information contained in or supplied with this document, in its entirety, is the confidential and proprietary information of Black Knight, and it may not be copied by or disclosed to any person or entity (other than to the intended recipient), without the prior written consent of Black Knight. With or without Black Knight’s prior written consent, Black Knight accepts no liability whatsoever for any consequences arising from the reproduction of the information contained in or supplied with this document, or from its disclosure to any person or entity, including to the intended recipient. Black Knight additionally accepts no liability for the use of the information contained in, or supplied with this document, by the intended recipient, or by any other person or entity, with or without Black Knight’s express prior consent. The intended recipient shall not use any part of the information contained in, or supplied with this document, in any way to the competitive disadvantage of Black Knight, and will take all steps designed to assure its compliance with this provision.

This proposal is neither an offer nor intended by Black Knight, upon acceptance by the intended recipient, or otherwise, to create a binding agreement with Black Knight. Such an agreement shall be reflected only by a definitive contract, executed by both parties.

Trademarks All trademarks are the property of their respective owners. Company, product and service names used within or supplied with this document may be trademarks or service marks of other persons or entities. Copyright

© 2017 Black Knight Financial Technology Solutions, LLC. 601 Riverside Avenue Jacksonville, Florida 32204, USA All rights reserved.

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