Schedule a Closing
Closings may be scheduled for loans with a status of Underwriting Cleared and after the CD has been acknowledged by the Borrower(s). |
Closing Details Tab
Step |
Action |
1 |
Click Loan Closing to open the menu and select Schedule Loan for Closing. Note: Warning Messages will appear for issues that will not allow the loan closing to be scheduled. |
2 |
Complete the CD Settlement Date section. Note: The Estimated Settlement Date will automatically populate the First Payment Date. |
3 |
Review or enter *required information for the Settlement Agent. |
4 |
Review or enter *required information for the Broker Closing Contact. |
Final Fees Tab
Step |
Action |
1 |
Review the Final Fees tab, make necessary adjustments, and click Submit. |
2 |
Click Confirm Request to submit the loan Closing Details. |
3 |
A pop up will confirm the Closing Details were submitted. Click OK. |
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