What is Closepin?
Closepin is the platform for title agents to manage their compliance documents, enabling fast and simple auditing for lenders and insurance underwriters. These lenders leverage Closepin to collect, store, and maintain agents compliance documents.
What Compliance Documents does Closepin Collect & Lenders Require?
Compliance document requirements vary for each state and lender partner. With this being said, the following documents are what is requested initially for each agent to upload with in their company profile:
Certificate of Good Standing, Agency License, Agent License/ Agent of Record/ Attorney Bar License, E&O, Surety Bond, Fidelity Bond, and Wire Instructions.
Check out our Knowledge Base for frequently asked questions from on how to upload documents, add users & branches, and many more.
Share My Profile Tool:
Did you know you can share your Closepin Profile with other Lenders? Follow this step my step on how to share up to date documents and company information with other lenders: How to Share
**Please note we do not collect CD’s, title work, or closing documents. Contact your broker or lender if you have closing specific questions.**
Questions?
Contact our support team at support@closepin.com