Add Transaction to Packet

There are several times when you may need to add new transactions to an existing packet.  For example:

  • You created a packet to transfer title(s) to a new owner and wish to add an interest to register a mortgage against the new titles.
  • You created a packet with a new interest.  You have several more interests to add to titles.
  • You created a packet to transfer title of one parcel and now have the parcel information to tranfer additional titles to the same new owners.
  • You created a packet to transform a parcel, you now have the documentation to add an interest to the transform.

There are two methods that allow you to add a new transaction to a draft packet:

Method 1

 

  1. In the Packet Management Tab, search for the packet by using the Packet No. field or select a packet from the list of packets in draft. The system displays packet search results.

  2. Select packet and click "View Packet Content List" button. The system displays packet content list for the chosen packet.
  3. In the "Packet Content" Header, choose the approriate transaction type that you want to add to the packet and click the "Add" button. The system takes you to the appropriate transaction tab, based on your input.  The new transaction is added to the packet.  Continue entering the application data.

Method 2

  1. Starting at the Packet Management Tab, Transfer Tab or Interests Tab, conduct a search for the new title information you require. The system displays search results.

  2. Select the titles you wish to transact business with. Scroll down to view the Select or Create a Packet Header.
  3. Select the radio button for "Add to Existing Packet." The system takes a moment to open the Packet Header section.
  4. Continue the application process to add the new title(s).

Business Rules

  • Only packets created by the user can be viewed.
  • Only packets with Draft or OLS Verification Failure can be edited.