UCC: Create a Filing

Uniform Commercial Code (UCC) filings allow creditors to notify other creditors about a debtor’s assets used as collateral for a secured transaction. They’re an incredibly common tool accepted by thousands of county recorders across America. With the UCC Create a Filing steptype, you can automate the create and submit new UCC filings.

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Title

The title appears up top in Sidekick when your team reaches this step in the Flow. We recommend using this field to describe which kind of UCC filing is being created here and why.

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(Optional) Create a document URL variable

If you have need to handle the resulting document, say downloading it as a PDF or uploading it into your CRM system, use this field to give the document a FlowEQ variable name. You can then use that variable to reference the produced document for the remainder of the session in Sidekick.

You can enter anything you like here, but we recommend describing the document precisely and concisely.

For example, if you were to enter newPropertyLien into this field you’ll need to add the necessary header, <%= pdfUrl_newPropertyLien %> to reference this document later in your Flow.

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Automatically Create Filing?

Check this box to immediately create the filing when your team reaches this step in the Flow, as configured here in the steptype. If checked, you will need to fully build out the steptype here, since your team won’t be able to make changes in Sidekick.

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Manually Submit Filing?

Check this box to give your team the option to trigger the submission of the filing manually in Sidekick. If left unchecked, the filing will be automatically submitted after creation.

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File From Parent

Check this box to associate the new UCC filing with the parent Workboard record of the record currently pulled up in your CRM. This is useful for when your team uses parent and child records to keep filings organized, removing the need for your team to move back and forth between them.
If left unchecked, the new filing will be associated with the current record and not it’s parent.

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Select Filing Scenario

Use this field to select the scenario that applies to this particular filing. Examples of scenarios include but are not limited to:

• New County Filing
• New State Filing
• Change Secured Party
• Fixture Continuation
• Fixture Termination

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(Optional) Handling multiple potential filings

It’s very common for more than one filing to be associated with a particular asset or agreement. When this happens, use these checkboxes to decide how FlowEQ should handle multiple potential filings.

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Filter by Active Filings

Check this box to only offer active potential filings for selection in Sidekick.

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Filter by Terminable Filings

Check this box to only offer terminable filings for selection in Sidekick.

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Filter by Matching Filing Type

Check this box to only offer filing potential filings that match the newly created filing.