Closings may be scheduled for loans with a status of Underwriting Cleared and after the CD has been acknowledged by the Borrower(s).

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.

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.