Within your company's Closepin profile, you will need to upload each branches primary contact information. A primary contact is a licensed individual (producer) or a licensed attorneys at your branches locations. The licensed individual is often the individual listed on Page 5 of the Closing Disclosure.
Under the primary contact section of Closepin, you will select a agent then select the license that corresponds with that agent and the branch in which they work out of.
FAQ's about Primary Contact:
Who qualifies as a primary contact? A primary contact is a licensed individual producer or a licensed attorney that is the primary contact for your branch and is often the individual listed on Page 5 of the Closing Disclosure.
How many primary contacts can I have? Each branch can have a designated primary contact.
What if our primary contact is not licensed? If a primary contact is not licensed, no license will need to be selected. Just the User and branch will be selected.
**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