If I am requesting an update on an agent how do I do that?
All agent updates are sent to the support@closepin.com email using the following template:
Update Request
From: [INSERT LENDER EMAIL]
Subject Line: Update Agent Request
Hello,
Please provide an update for the company listed below.
Loan Number:
Property Address:
Borrower Name:
Agency Name:
Agency Address:
Phone:
Fax:
Email:
Contact Name:
Where do I email requests?
All requests are sent to requests@closepin.com. Below are the 4 templates for types of requests.
1. What template do I use for New Profile Requests?
New Profile Request
From: [INSERT LENDER EMAIL]
Subject Line: New Settlement Agent Approval Request
Hello,
Please begin the approval process for the company listed below.
Loan Number:
Property Address:
Borrower Name:
Agency Name:
Agency Address:
Phone:
Fax:
Email:
Contact Name:
2. What template do I use for New Individual Requests?
New Individual Request
From: [INSERT LENDER EMAIL]
Subject Line: New Settlement Agent Approval Request
Hello,
Please contact the individual below to have them added to their company’s Closepin registration.
Loan Number:
Property Address:
Borrower Name:
Agency Name:
Agency Address:
Phone:
Fax:
Email:
Contact Name:
3. What template do I use for New Branch Requests?
New Branch Request
From: [INSERT LENDER EMAIL]
Subject Line: New Settlement Agent Approval Request
Hello,
Please add the below branch to their company’s Closepin registration.
Loan Number:
Property Address:
Borrower Name:
Agency Name:
Agency Address:
Phone:
Fax:
Email:
Contact Name:
4. What template do I use to add an agent to a Lender Network?
Add Agent to Lender Network Request
From: [INSERT LENDER EMAIL]
Subject Line: New Settlement Agent Approval Request
Hello,
Please add the already existing agent in Closepin to our lender network.
Loan Number:
Property Address:
Borrower Name:
Agency Name:
Agency Address:
Phone:
Fax:
Email:
Contact Name: