Registration Guide
A Step-by-Step Guide for New Providers
1
Table of Contents
What is the Exchange? ............................................................ 3
What is Closing Insight™? ....................................................... 3
Overview of Registration Process ............................................ 4
Read Before Proceeding .......................................................... 4
Lender Invited Initial Steps ....................................................... 5
Provider Self Registering Initial Steps ...................................... 6
Remainder of the Registration Steps ....................................... 7
Appendix ................................................................................ 19
End Users ........................................................................................................................................ 19
Description of End Users Access Permissions ............................................................................... 19
Existing Exchange Users ............................................................................................................... 20
Fee Structure ......................................................................... 21
Next Steps ............................................................................. 22
2
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© 2017 Black Knight Origination Technologies, LLC. All Rights Reserved
What is the Exchange?
Exchange is a secure, web-based platform, established in 2008. This tool allows Lenders to connect with over 20,000 different
Vendors and provides the ability to manage products online or through an interconnection with internal systems.
Please visit our website for more information.
Once registration is complete, users will be provided with information regarding training of the Exchange website.
What is Closing Insight™?
Closing Insight™, a suite of Web-based technology and workflow solutions, was developed by Black Knight Financial Services
(BKFS) in collaboration with several top Lenders, Title Underwriters and Settlement Agents.
Closing Insight supports the closing process by helping lenders and settlement providers gather loan fee information and
collaborate in a secure web page to complete the Closing Disclosure form.
In addition to that and most importantly, Closing Insight helps lenders and their business partners satisfy their obligations with
CFPB’s TRID requirements.
So what is the difference?
3

Exchange is where the order(s)
will be managed, including
communicating with the Lender.

Closing Insight is simply an
additional tool added to the
Exchange.

Closing Insight will be initiated
by the Lender when they are
ready to complete the Closing
Disclosure

All through one secure website!
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Overview of Registration Process
The registration process is a two part process that must be followed through entirely. Failing to do so may cause failure of the
order(s) being delivered from the Lenders.
Important Notes:
1. A Company location only needs to be registered once. This will be known as the Provider.
a. Once registered, the company will appear in the Lenders database. Please note some Lenders do require
specific terms to be part of their managed vendor list. Please see Lender of choice for more details.
2. Individual Agents:
a. May be added to the database of an already registered company. Contact the administrator of the company
location to initiate the steps of adding additional users.
b. May be invited by a Lender but must take all the registration steps to register the company.
Here is an overview of the process:
Read Before Proceeding
Black Knight Financial Services requires any vendor that would like to participate in managing Title and/or Closing orders with
the Lender community who participates in using Closing Insight, to register a company location so they can be part of a secure
database. This process only needs to be completed once. Thereafter, the Provider will remain in the database.
There are two ways a Provider may begin the process of registering with BKFS:
1. Lenders may invite a Provider they have never done business with before, to register, so that they can manage the
order(s) through the Exchange system.
a. This requires the company location be registered first. If you are a Provider who received an email invitation
from a Lender, please ensure you have proper permission rights to register the company location before
proceeding.
b. Taking these steps will automatically provide administrative rights. Click here to proceed.
2. Providers may be proactive and register themselves with BKFS. Click here to begin the registration process.
4
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© 2017 Black Knight Origination Technologies, LLC. All Rights Reserved
Lender Invited Initial Steps
When Lenders create a new order for Title and Closing, the Title and/or Closing Provider must be selected for routing of the
new order to take place. If the Provider is not listed, the Lender may initiate an invitation to register with Black Knight Financial
Services. Once this entire process is complete, the Title and/or Closing order will then be routed to the Provider.
Reminder: Individual Agents require a company to be registered first. Once the company is registered, the agent may then
be added to the database as an individual user.
Below is an example of a registration invitation:
Active 5 days
Only
Click the New User
button to launch
the registration site.
Click HERE to
continue to the next
steps.
Lender Contact
Important: If you are an existing user of the Exchange and already have login credentials, click here.
5
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© 2017 Black Knight Origination Technologies, LLC. All Rights Reserved
Provider Self Registering Initial Steps
Providers can register to be part of the Closing Insight community at any time. Once the Provider completes the registration
process they will remain in the database and will be searchable in the Lenders search results when they place a new order.
IMPORTANT: Each Lender may have specific requirements to be part of a managed vendor list. Please see Lender of choice
for questions on that process.
Individual Agent(s) who work for a company that has already completed the registration, do not need to take these steps. The
Administrator of that office location may add additional users at any time through their personal administrative website.
To initiate the self-registration process,
go to www.closinginsight.com.
Click the Register Now button.
Complete all the required fields denoted with a red asterisk.
The Primary Contact will automatically be given the Administrator
role which includes access to an administrative website.
When ready, click on the Submit button.
Look for an email invitation to continue the registration process.
Primary Contact entered in previous step will receive an email
invitation with a link to continue the process.
Click the New User link when ready.
Active 5 days only
6
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© 2017 Black Knight Origination Technologies, LLC. All Rights Reserved
Remainder of the Registration Steps
Once the New User link is clicked, the registration process officially begins. Administrator MUST COMPLETE THE ENTIRE
PROCESS to be considered officially registered with Black Knight Financial AND for the routing of the orders to take place.
Registration Step-by-Step Action Table
Create New User
1
We need to verify your
identity.

Type in the
missing digits of
the phone number

Click Continue
Note: You will have 5
attempts to enter the
missing digits of the
phone number.
2
You will receive this message
if the system does not
recognize the phone number.
Welcome Message
Note: Reminder
emails sent at the 24
and 48 hour mark if
the entire process has
not been completed.
7
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© 2017 Black Knight Origination Technologies, LLC. All Rights Reserved
3
4
Confirm Contact
Information

If no changes are
needed then

Click Continue
Your USER NAME
and PARTY ID will
be displayed
Make note of them
please!
IMORTANT:
Registration is NOT
yet complete, please
continue forward.
5
Temporary
password will be
emailed.
Click on link within
email to continue
the registration.
Temporary
Password email
Capture your
temporary password.

8
Click on the
Launch RealEC
Exchange link.
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Login Page
6

Enter User Name
from step 4. This
is now your
permanent User
Name.

Enter temporary
password
provided in email.

Click Login.
Note: Forgot Username? link may be used to retrieve User Name.
User will be redirected to a page to enter email & last 4 digits of phone number. Once
submitted, user will receive email containing user name.
Create your
Permanent
Password
7
9

Enter temporary
password

Establish new
password

Click Change
Password
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8
Establish Six
Security Questions


Click the arrow to
select from the
drop down.
Enter an Answer.
It’s recommended
answers are saved in
a secure place.
Users may avoid a call
into Support by
answering three of
these questions when
retrieving a forgotten
password.
Successful entries will be visible with a green checkmark as shown below.
Click the Show radio
icon to display the
answer in the Answer
field.
Once all six questions
have been selected
and answered, click
Submit.
10
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9
User Access
Agreement
Click in the box to
confirm you
understand, then click
Accept.
Click on the Printable
Version link to keep a
copy.
10
RealEC Network
Access Agreement
Click in the box to
confirm you
understand, then click
Accept.
Click on the Printable
Version link to keep a
copy.
11
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Company
Information
11
The information will be
pre-populated with an
exception to Software
Company.

Select the
Software
Company from
the drop-down.

Software
Company ID will
be pre-populated
based on the
Software
Company
selection.

Click Next.
Software Company: This is your company’s internal software platform. This will direct
BKFS to ensure we integrate Exchange and Closing Insight within the systems you already
use today.
Please see the software company for training on Closing Insight. Contact and training
information for each software company is available here.
If the software company does not appear in the list or you are unsure, you may select
RealEC Web. This means you will use the Exchange website to participate in Closing
Insight.
Once saved, you will not be able to make any changes.
If changes are needed, you will need to call BKFS Support at:
877-273-2532 or Email: [email protected]
12
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12
Billing Information


Complete all the
required fields.
Click Apply.
IMPORTANT:
If a promo code is
provided by a Lender,
please utilize that
promo code as that
will ensure billing
takes place
accordingly.

Enter:
ClslnstWEB
Then Apply!
Billing
Preference:
Paper Billing is
the default
preference.
When complete,
acknowledge the
Financial
Acknowledgement


Click Next.
Proceed to
Step 16
CREDIT CARD Users,
Click Here.
The following is a description of the 3 links in the upper right hand corner:
Frequently Asked Questions: Answers to the most common billing questions.
Base Level Product Pricing: Current product pricing opens in a new browser window.
View Billing Report: Opens the billing report in a new browser window.
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CC Secure Site
13
Pop-up informing
Users they are being
redirected.
Users have 5 minutes
to complete the credit
card process.
Click Continue.
Credit Card input
14
New window will open,
enter/update credit
card information.


Complete all of
the information.
Click Submit
Transaction.
Note: Users have 4 attempts to
enter a valid credit card.
After the 4th attempt, the account
will be locked and user will need to
contact: BKFS Support to unlock.
877-273-2532 or Email:
[email protected]
Note: Do not close your entire
browser, only close the tab
where the credit card information
was entered.
Billing Page
15
User will be rerouted
to the Billing page.
Status of CC will carry
over as well.
If status was Not Authorized
or Locked due to
unsuccessful attempts,
please contact BKFS
Support: 877-273-2532 or
Email: [email protected]
Click the Financial
Acknowledgement
box when ready.

14
Click Update.
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16
Primary Contacts
The system will prefill
the Primary, Billing
and Partner Approval
tabs.
Complete the
Technical and Outage
tabs.
If changes are
needed, please go into
the individual tab to
update contact
information.
This page informs BKFS who the receiving person of information will be:





17
Primary – receives all communications from BKFS.
Billing – receives all billing information from BKFS.
Partner Approval – approves a lender to do business with on BKFS.
Technical – receives technical notes and release notes from BKFS.
Outage – receives system outage notifications from BKFS.
Add Users
The Users tab is for
adding other users to
the system.
Note: You will already
be listed as a user.
Click Add User. A
pop up will appear.
Proceed to next step.


15
Upload New User File is for future enhancements. Please do not use!
Pending Section: When adding a New User, they will be listed in the pending
section until they complete their registration process.
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© 2017 Black Knight Origination Technologies, LLC. All Rights Reserved
18
Add User
Enter applicable
information for each
new user.
Access Permissions:
These will affect the
type of edit (or view)
rights this user will
have. Information is
driven by the Software
Company that was
selected earlier in the
process.
See Description of
Access Permissions
for detailed
descriptions.
Click the Save or
Save & Close button
when done.
New Users
User will receive an email to
complete the registration
process.
User has 5 days to complete the
process.
After 5 days the link in the
email will become inactive.
More information will be
provided at the end of this
document.
.
Save will save your
progress.
Save & Close will
save the information
and close the window.
16
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© 2017 Black Knight Origination Technologies, LLC. All Rights Reserved
19
Products tab
Exchange will
automatically
configure the products
needed based on the
Software platform you
selected in step 11.
To add a product:




20
Select the
Product Type
(i.e. Title, Closing,
Document
Signing etc.)
Product Code –
What kind of
Product (i.e. What
type of Title
products)
State and County
business is done
in
Click Apply
Notifications
Notifications are email
messages that will be
triggered by an action
that took place. (i.e.
Title Delivery)
Exchange will
automatically
configure the
notifications needed
based on the Software
platform you selected
in Step 11.
These configured
notifications cannot be
removed.
17
Information is provided in the Provider Administrator and Provider Exchange User Guides.
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21
22
License
This section is ONLY required for Appraisers
Insurance
The Insurance tab
allows you to add
Insurance information,
organized by product.
Click on Add
Insurance and
complete the required
fields.
18
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© 2017 Black Knight Origination Technologies, LLC. All Rights Reserved
Appendix
End Users
Any additional users you entered during this process should now receive an automated email from RealEC
Technologies/BKFS.
This is an invitation email that will provide web links for the user to begin their own personal registration process. The users
will be required to take similar steps as you did in steps 1-8 above.
In addition, upon the user acknowledging the User Access Agreement, they will move from Pending to Active status in the
Users tab. You may monitor the registration status in the Administrative website.
Description of End Users Access Permissions
As mentioned in Step 18 above, you will need to assign permissions for each user you are providing access.
The information you will see listed for permissions is driven by the Software Company that was selected during the registration
process. Below are details of each permission only if the selection was for Exchange Website.










Closing Insight Amend: Allows user to respond to analytics within Closing Insight. No edit rights, can view data.
Closing Insight Edit: Allows user full access to Closing Insight functions
Closing Insight View: Allows user to access Closing Insight, but view only rights within the page
Exchange Order Access All*: Has access to view all orders for their company/branch when logged in Exchange
Exchange Order Access My*: Restricts user to viewing only orders assigned to their user name.
Exchange Order Edit – Allows the user to accept and edit orders as needed, all functions allowed such as adding
events, adding documents, etc.
Closing Insight Amend: Allows user to respond to analytics within Closing Insight. No edit rights, can view data.
Closing Insight Edit: Allows user full access to Closing Insight functions
Closing Insight View: Allows user to access Closing Insight, but view only rights within the page
Admin: All access and rights to the Exchange, all access and rights to Closing Insight
* Exchange Order Access All or My is view only access and must be combined with Exchange Order Edit in order for
user to view and edit orders. This does not apply to Closing Insight permissions. However, if the user is
participating in Closing Insight, they WILL need to select at least one Exchange role and one CI role.
Exchange Order
Access All
Exchange
Order Access
My
Exchange
Order
Edit
has access to view all orders for their PartyID(s)
x
has access to view only their orders
x
x
x
19
User Access
x
allows the user to view and accept/edit all orders for their PartyID(s)
x
allows the user to view and accept/edit only their orders
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© 2017 Black Knight Origination Technologies, LLC. All Rights Reserved
Existing Exchange Users
If you received an email invitation and are already an administrator and user of the Exchange system, thank you and we
apologize for any confusion this invitation may have caused. You do not need to begin a new registration, BKFS has
implemented an Existing RealEC Account link for your convenience.
Click the Existing RealEC Account link to be redirected to the administrative web pages.
Enter existing login credentials.
From the drop down, you will
see all the Party ID’s that you
have access.
Select <New Party> to register
a new branch.
Click Continue.
The remainder of the steps will
remain the same as the
existing branches. Simply
enter the data for the new
branch.
20
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© 2017 Black Knight Origination Technologies, LLC. All Rights Reserved
Fee Structure
Click here to review the Closing Insight Fee Schedule in greater detail. Below is a snapshot of the prices.
If you still have questions or have any concerns during the registration process, please feel free to contact the Closing Insight
Support line at: 1-800-893-3241 or by email at [email protected]
21
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© 2017 Black Knight Origination Technologies, LLC. All Rights Reserved
Next Steps
As mentioned at the beginning of this document, now that you have registered your company you will have access to both the
Exchange website for Providers and the Administrative site.
Use the below URL(s) to navigate to these websites. You will use the credentials you created through this process to log-in.
Exchange Admin site: https://Admin.RealECExchange.com
Exchange Provider site: https://Provider.RealECExchange.com
Lastly, please visit the following website created just for you and all the new users you provide access. Here you will find
training documentation along with videos where users can watch then practice using Exchange and Closing Insight.
www.closinginsightresourcecenter.com
Thank you for registering with Black Knight Financial Services!
22
Confidential, Proprietary and/or Trade Secret
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© 2017 Black Knight Origination Technologies, LLC. All Rights Reserved
Statement of confidentiality
The information contained in or supplied with this document is submitted solely for the purpose of evaluating the products and
services of Black Knight Financial Technology Solutions, LLC. its affiliates and/or subsidiaries (collectively, “Black Knight”).
The information contained in or supplied with this document, in its entirety, is the confidential and proprietary information
of Black Knight, and it may not be copied by or disclosed to any person or entity (other than to the intended recipient), without
the prior written consent of Black Knight. With or without Black Knight’s prior written consent, Black Knight accepts no liability
whatsoever for any consequences arising from the reproduction of the information contained in or supplied with this document,
or from its disclosure to any person or entity, including to the intended recipient. Black Knight additionally accepts no liability
for the use of the information contained in, or supplied with this document, by the intended recipient, or by any other person or
entity, with or without Black Knight’s express prior consent. The intended recipient shall not use any part of the information
contained in, or supplied with this document, in any way to the competitive disadvantage of Black Knight, and will take all steps
designed to assure its compliance with this provision.
This proposal is neither an offer nor intended by Black Knight, upon acceptance by the intended recipient, or otherwise, to
create a binding agreement with Black Knight. Such an agreement shall be reflected only by a definitive contract, executed by
both parties.
Trademarks
All trademarks are the property of their respective owners.Company, product and service names used within or supplied with
this document may be trademarks or service marks of other persons or entities.
Copyright
Copyright © 2017
Black Knight Holdings, Inc., its affiliates and/or subsidiaries.
601 Riverside Avenue
Jacksonville, Florida 32204, USA
All rights reserved.
23
Confidential, Proprietary and/or Trade Secret
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© 2017 Black Knight Origination Technologies, LLC. All Rights Reserved