order type

Loan Type Field

Enter a brief description of the type of loan or notary service.

Field Details

• Form Field: title
• Label: Loan Type
• Required: Yes
• Type: Text input

Common Entries

This is a free-text field for describing the service type. Examples include:

Loan Types

• Refinance
• Purchase
• Home Equity
• Reverse Mortgage
• Modification
• Seller Refinance

Other Services

• Deed
• Power of Attorney
• Affidavit
• Trust
• Contract

Best Practices

• Be Brief: Use short, descriptive terms
• Be Specific: "Refinance - Seller" is better than just "Loan"
• Use Consistency: Establish standard terms for your common services
• Include Details: Add relevant details like "Seller" vs "Borrower"

Examples

Good entries:

• "Refinance - Seller"
• "Purchase Closing"
• "Power of Attorney"
• "Grant Deed"

Avoid:

• "Various documents" (too vague)
• "Loan signing for Smith" (use signer fields for names)