How do I add Contacts to the Contact Information table on Page 5?
The Contact Information Table on Page 5 of the Closing Disclosure is populated based on the Participants added in the Closing File Module, Participants tab. The Contact Information Table will only populate information for the following participant types: Lender, Loan Officer, Buyer's Broker, Buyer's Agent, Seller's Broker, Seller's Agent, Mortgage Broker Company & Mortgage Broker. On Page 5 of the CD in the Settlement Statement Module, you may right click the header of the Contact Information table to Insert or Delete the above mentioned participant types.
The Contact Information Table on Page 5 of the Closing Disclosure is populated based on the Participants added in the Closing File Module, Participants tab. The Contact Information Table will only populate information for the following participant types: Lender, Loan Officer, Buyer's Broker, Buyer's Agent, Seller's Broker, Seller's Agent, Mortgage Broker Company & Mortgage Broker. On Page 5 of the CD in the Settlement Statement Module, you may right click the header of the Contact Information table to Insert or Delete the above mentioned participant types.