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Adding a Mortgage Brokerage

Learn to add mortgage broker details in Closer.

Meaghan Morris avatar
Written by Meaghan Morris
Updated over 2 weeks ago
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Learn to add mortgage broker details in Closer.

5 STEPS

1. To begin, select the mortgages tab


2. Use the search bar to search for your brokerage


3. Our database entries will appear, or you can select create brokerage

4. Once you have added or created a brokerage, you can type in your broker fees to add it to your trust ledger


5. Search our database or create the mortgage broker, if applicable



Next steps: Go Live OR Practice

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