The Closing File module is an electronic equivalent to the closing file folder. It is the module to add general information such as buyers, sellers, property, deposits, and loan. When you enter or modify information it will populate into other modules.
Learn how to open a new file and enter general information into the module.
Learn how to add the buyer into the module by creating a new contact.
Learn how to add the seller into the module using an existing contact.
Learn how to add the property for a stand-alone file or use a master property previously created.
Learn how to add the buyer’s initial deposit and second deposit into the module.
Learn how to add the borrower’s lender using an existing contact.
Learn how to add the seller’s payoff lender using an existing contact.
Learn how to view participants and utilize referral check boxes to later generate referral reports.
Learn how to confirm closing agent, title agent and prepared by information for accuracy.
Learn how to print a closing file worksheet that contains closing file contact information.