Batch Transfer

This section explains how to tranfer a series of orders between lenders. Click here to download a Batch Transfer templae file.

From the Batch tab, click the Batch Transfer link.
From the Transfer Orders screen, click the Browse button. Locate and select a .CSV file.
Select one of the following Certificate Type options:
- WK
- PLU
- SRG
- STEWART
Enter a Description if needed
Click the Submit button.
Note: Observe the following guidelines:
- The input file can contain a maximum of 1000 records.
- The first line of the input file is a header line.
- The data must start on the second line.
- The first column of the file must contain the certificate number.
The order transfer processing screen will appear; if no validation issues exist, complete the corresponding fields.
Click Transfer. The Transfer Completed screen appears.
Click the Download transfer results link to download the records as a .CSV file (available to open in Microsoft Excel).
Note: Observe the following guidelines:
- When a customer uploads a CSV file, Manual Center will process the file to determine valid and invalid records.
- Invalid orders include: Paid off orders, Cancelled orders or orders that can’t be found.
- Manual Center will display these invalid orders in a table after the user uploads the CSV file. It will not permit the user to proceed with the batch transfer until they upload a CSV file containing only valid records.