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Equity Settlement Services
Order Forms

Transaction order forms for every closing type.

Use our online forms to open a purchase or refinance file instantly. For CEMA, co-op, commercial and search orders, contact your ESS representative directly.

New File — Residential RefinanceRefinance

Online order form for refinance transactions. Captures borrower, lender and property information, closing type, title services required and special instructions.

New File — Residential PurchasePurchase

Online order form for purchase transactions. Includes buyer/seller details, attorney information, property type, title services and special instructions.

CEMA Order FormCEMA

Specialized order form for Consolidation, Extension and Modification Agreement transactions. Requires existing mortgage details and new lender assignment information.

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Co-op Transaction OrderCo-op

Order form for cooperative apartment transactions. Includes UCC search authorization, recognition agreement and managing agent contact fields.

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Commercial Transaction OrderCommercial

Expanded order form for commercial closings, 1031 exchanges and multi-unit properties. Includes entity/vesting details and extended search requirements.

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Lien Search / Continuation OrderSearch

Request individual lien searches, tax continuations or municipal search updates on a previously opened file.

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Submitting Your Order

Three ways to open a file.

01

Email

Complete the fillable PDF and email it to your dedicated ESS representative or to info@equitysettlement.com.

02

EquityNET

Registered clients can open files directly through the EquityNET portal for the fastest processing and real-time status tracking.

03

Phone

Call (631) 370-1100 to speak with a file-opening specialist. Most files are opened the same business day.

Need a custom form?

High-volume lenders and law firms can work with ESS to create customized order forms pre-populated with branch or firm details.

Prefer to order online?

EquityNET users can open files and track status without paper forms.