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Getting Started With Electronic Recording - G2G Platform

The first step in getting started with electronic recording on the G2G platform is to establish a communication between the County Recorder and a Department/Agency. This communication can be initiated by the County Recorder reaching out to a Department/Agency or visa-versa.

CeRTNA supports a couple of different models for submitting electronic recording transactions on the CeRTNA G2G platform:

Type Description
Bulk Submission This model is used by departments and/or agencies that have the ability to generate CeRTNA compatible XML files and interface with CeRTNA's SecureFTP server.
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Examples of clients that typically use this model are California State Agencies, like Franchise Tax Board, Employment Development Department, Department Of Child & Support Services, California Department of Tax & Fee Administration, and Treasurer Tax Collectors
Direct Entry This model is used by departments and/or agencies that do not have the technical resources available to write programs that create CeRTNA compatible XML. These departmental clients use CeRTNA's APEX client software to interactively create orders (transactions) and electronically exchange those transactions with their County Recorder.
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Clients that typically use this model include various local county departments/agencies and local city departments/agencies. For example, City Clerks, Health Departments, Police Departments, Land Use Services, and a variety of other local departments/agencies.

If you are an Assessor Department who uses Megabyte software, you should reach out to Megabyte because they have an interface module that builds CeRTNA compatible XML files and getting started with electronic recording on the CeRTNA G2G Platform can be a very quick process with the Megabyte software.

Roadmap

The following matrix provides a general guideline as to the process flow that you can expect as you moved toward electronic recording using the CeRTNA G2G Platform:

Submitter County Recorder CeRTNA
Initial contact. Initial contact. Intial contact.
Send an e-mail to the County Recorder e-mail and provide details required for electronic recording. Include the following:
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Name of organization
Street address
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Billing Contact Name
Billing Contact Phone#
Billing Contact Email
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Required for each user account:
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End-user Name
End-user Phone#
End-user Email
Initial contact. Intial contact.
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