Creating Orders

Create a new order to begin a title examination.

Starting a New Order

  1. From the Orders dashboard, click New Order
  2. The Create Order dialog opens with a multi-step form

Quick Start: Upload a Document

The fastest way to create an order is to upload an initiating document such as:

  • Purchase Agreement - Contract with buyer, seller, and property details
  • TPS Summary - Export from your Title Production System
  • Title Request - Request form with order details

When you upload a document, Platted extracts the information and pre-fills the order form automatically. You can review and adjust the extracted data before creating the order.

To use this method:

  1. Click Upload Document in the create order dialog
  2. Select or drag your document
  3. Wait for extraction to complete
  4. Review the pre-filled fields and make any corrections
  5. Continue with order creation

Manual Entry

If you prefer to enter information manually or don't have a document to upload, fill in the fields below.

Order Information

Order Number

Enter the order number from your Title Production System (TPS). This keeps Platted synchronized with your existing workflow. The system will warn you if the number already exists.

County Selection

Select the county where the property is located. This determines:

  • Available documents in the title plant
  • CAD (County Appraisal District) links

Property Information

Legal Description

Enter the legal description using available fields:

  • Subdivision Name - Name of the subdivision or addition
  • Block - Block number
  • Lot - Lot number
  • Abstract Number - Abstract number (for metes and bounds)
  • Survey Name - Survey name

Not all fields are required. Enter the information that applies to your property.

Party Information

Buyers

Add one or more buyers:

  1. Click Add Buyer
  2. Enter name details (first, middle, last, suffix)
  3. Select entity type (Individual, Corporation, LLC, etc.)
  4. Enter ownership percentage if applicable

Sellers

Add sellers following the same process as buyers.

Additional Options

Transaction Type

Select the transaction type:

  • Purchase
  • Sale
  • Refinance
  • Cash

Examiner Assignment

Optionally assign the order to a specific examiner.

Completing Order Creation

Click Create Order to save the order. You'll be taken to the Order Detail page where you can upload additional documents and begin the examination.