Once you have submitted your Policy you will then receive an order confirmation.
By default your disbursements will automatically be posted into Actionstep against your defaulted disbursement GL. If, however, you are a PEXA user and you would prefer to manage the disbursement directly in PEXA, please contact support@konekta to have this setting changed.
The Schedule A and Policy Wording documents will also be automatically uploaded into the documents folder of your selected Actionstep matter where you placed the order.
** NOTE that if the policy was created for an "Existing Order" (meaning the "settlement date" was prior to the current date the policy was order) First Title will not return any documents to Konekta.