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How to Accept Mortgage Instructions from LLC

Julia Sweeney avatar
Written by Julia Sweeney
Updated over a month ago
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9 STEPS

1. To accept LLC instructions, click on your mortgage inbox on the green sidebar



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2. Click LLC instructions to access your LLC inbox



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3. Click on the mortgage instructions



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4. Click accept



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5. Search for the matter you would like to assign the mortgage instructions to and click assign to selected matter



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6. Reconcile the borrower details provided by LLC with the purchaser(s) in your file and click continue



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7. Reconcile the purchase price (if applicable) and click sync



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8. Sync the lender data to your file and click sync and continue



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9. Click launch LLC portal to access your mortgage within the LLC portal



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Next step: Practice

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