Closepin Knowledge Base

Lender FAQ Table of Contents

Links to frequently asked lender questions

Written by Walker Smith

Updated over 4 years ago

Lender Admin Questions:

How to add new users to the lender admin profile

How to manage user information and permissions in the lender admin

How to remove admin users

Lender Request Questions:

How to send requests and the proper templates

Lender request flow chart

How to Search, View, Add, and Deactivate a Title Company:

How to search for a title company in Closepin

How to view branches associated with a parent company

How to add a title company to the lender network

How to deactivate a closing agent

In Compliance & Out of Compliance Questions

What does it mean for a profile to be In compliance & Out of Compliance

How to download a title company's compliance Status PDF

How to download a title company's documents

How to Verify Wire:

How to verify a title company's wire instructions

Agent Registration Link:

How to find the agent registration link