9 STEPS
1. To accept LLC instructions, click on your mortgage inbox on the green sidebar
2. Click LLC instructions to access your LLC inbox
3. Click on the mortgage instructions
4. Click accept
5. Search for the matter you would like to assign the mortgage instructions to and click assign to selected matter
6. Reconcile the borrower details provided by LLC with the purchaser(s) in your file and click continue
7. Reconcile the purchase price (if applicable) and click sync
8. Sync the lender data to your file and click sync and continue
9. Click launch LLC portal to access your mortgage within the LLC portal
Next step: Practice