How to Update a Closing Protection Letter in AgentNet

Learn how to seamlessly generate and update a Closing Protection Letter (CPL) via AgentNet within your title and escrow transaction management software.

July 27, 2026 By Michael Jarzyk

This guide explains how to generate and update a Closing Protection Letter (CPL) using AgentNet integration within your title and escrow software. Completing this ensures all lender and secondary party details are accurately documented for real estate transactions.

This guide is intended for title agents, escrow officers, and closing teams who process real estate transactions and issue closing protection documents.

Accessing the Transaction

Updating the Closing Protection Letter

Step #1: Fill in the required transaction details (e.g., loan number, loan amount, closing date) and select the covered parties. — Fill in the required transaction details (e.g., loan number, loan amount, closing date) and select the covered parties.

Step #2: Click Next to proceed to the party selection screens. — Click **Next** to proceed to the party selection screens.

Configuring Second Party and Lender Details

Step #3: Select Title as the role for the second party. — Select **Title** as the role for the second party.

Step #4: Select the appropriate state (e.g., RI) from the Office State dropdown menu. — Select the appropriate state (e.g., RI) from the Office State dropdown menu.

Step #5: Enter the office name in the search field (e.g., "world wide") and click Search. — Enter the office name in the search field (e.g., "world wide") and click **Search**.

Step #6: Select the correct office from the generated search results grid. — Select the correct office from the generated search results grid.

Step #7: Click Next to advance to lender selection. — Click **Next** to advance to lender selection.

Step #8: Search for your required lender, select them, and click Next. — Search for your required lender, select them, and click **Next**.

Step #9: Select the option for Agent or Attorney. — Select the option **for Agent or Attorney**.

Step #10: Enter the agent or attorney's name (e.g., "Sizemore") and click Search. — Enter the agent or attorney's name (e.g., "Sizemore") and click **Search**.

Step #11: Select the correct contact from the search results to populate their address details. — Select the correct contact from the search results to populate their address details.

Step #12: Click Submit to generate the document. — Click **Submit** to generate the document.

Reviewing and Finalizing the Document

Take a moment to carefully review the PDF to ensure all party names, addresses, and loan amounts are correct before accepting.

Step #13: Once confirmed, click Accept in the review dialog window. — Once confirmed, click **Accept** in the review dialog window.

Step #14: Click Close to exit the AgentNet pop-up window. — Click **Close** to exit the AgentNet pop-up window.

Q: How do I find a specific office if I don't know the exact name?

A: You can use the search function in the Second Party Selection window to filter by role, state, and partial name.

Q: Can I review the Closing Protection Letter before finalizing it?

A: Yes, you can click "View" on the review screen to open the generated PDF and confirm the details before clicking "Accept" to save it to your transaction.

Term	Definition
AgentNet	A First American Title software platform used for issuing title insurance policies, closing protection letters, and related documents.
Closing Protection Letter (CPL)	A document issued by a title insurance company that protects a lender against actual losses arising from certain acts of the closing agent.
Second Party Selection	The process of designating an additional party, such as an attorney or secondary office, to be covered by or involved in the CPL.

How to Update a Closing Protection Letter in AgentNet

Learn how to seamlessly generate and update a Closing Protection Letter (CPL) via AgentNet within your title and escrow transaction management software.

July 27, 2026 By Michael Jarzyk

This guide is intended for title agents, escrow officers, and closing teams who process real estate transactions and issue closing protection documents.

Accessing the Transaction

Updating the Closing Protection Letter

Configuring Second Party and Lender Details

Reviewing and Finalizing the Document

Take a moment to carefully review the PDF to ensure all party names, addresses, and loan amounts are correct before accepting.

Q: How do I find a specific office if I don't know the exact name?

A: You can use the search function in the Second Party Selection window to filter by role, state, and partial name.

Q: Can I review the Closing Protection Letter before finalizing it?

A: Yes, you can click "View" on the review screen to open the generated PDF and confirm the details before clicking "Accept" to save it to your transaction.

Term	Definition
AgentNet	A First American Title software platform used for issuing title insurance policies, closing protection letters, and related documents.
Closing Protection Letter (CPL)	A document issued by a title insurance company that protects a lender against actual losses arising from certain acts of the closing agent.
Second Party Selection	The process of designating an additional party, such as an attorney or secondary office, to be covered by or involved in the CPL.