In File Navigation
Need help with your Closer files? This is where you will find various articles to help you work through your in-file tabs
By Julia and 4 others5 authors49 articles
- Remote Signing
- Setting Addresses in the Parties Tab
- How to add Registered Instrument Details in Closer
- Working with your Uploaded Tab
- How to Complete a Title Search
- Navigating Undertakings Given
- How to add Multiple Private Lenders
- How to Sync a PIN
- Entering Parcel Information
- How to Enter a Manual Title Insurance Policy
- Editing File Details in the Overview Tab
- Reusing a File in Closer
- Working with your Requisitions Tab
- Adding a Builder Client to your File
- Working with a VTB Mortgage
- Vacant Home Tax (Sale)
- Adding a Mortgage Brokerage
- How to Add Your Client's Spouse to a File
- Vacant Home Tax (Purchase)
- Working with Client Intake in Closer
- Navigating Your File Header
- Listing Residency Status
- Navigating your Jurisdictions
- How to Add your Client as an Offeror
- Selecting Mortgage Priorities
- How to Add a Guarantor
- Adding your APS using AI
- Adding your Appointments to Closer in Key Dates
- How to Add a Signing Officer
- Navigating Your Mortgage Forms
- Entering Your Mortgage Payout Amount in the Encumbrance Tab
- Editing Your Mortgage Advance
- How to Send Emails Within Closer
- Generating Packages in Sync for Email Based Lenders
- How to Create an Estate File
- Encumbrance Tab
- How to Add a Power of Attorney Client
- How to Export your Transfer to Teraview
- How to Export your Charge to Teraview
- Working with your Execution Affidavits Tab
- How to Submit your Integrated Title Insurance Order
- Entering Identification Details for your Clients
- Adding a Custom Requisition in your File
- How to Send a Request for Funds through Sync
- How To Add A Primary PIN
- How to Indicate your Client is a First-Time Homebuyer
- Entering a Manual Mortgage
- Adding Registered Discharge Information in a Sale or Refinance File
- Adding Registered Discharge Information in a Purchase File