Closepin Knowledge Base

Chapter 1: Adding Compliance Documents

Learning How to Add Insurance Documents, License Information, and Wire Instructions to Closepin.

Written by Walker Smith

Updated over 3 years ago

How Do I Upload Insurance Documents?

Please review our article on how to upload Insurance documents: https://intercom.help/closepin/en/articles/5523784-how-to-upload-insurance-documents-to-closepin

How Do I Upload License Information Documents?

Please review our article on how to upload compliance documents:

https://intercom.help/closepin/en/articles/3471896-how-to-upload-license-documents-to-closepin

How Do I Upload Wire Instructions?

Please review our article on how to upload Wire Instructions: https://intercom.help/closepin/en/articles/3366300-how-to-upload-wire-instructions-to-closepin

**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