1. Your Sync inbox will live here on your dashboard, where you will see any new instructions, amendments and notes
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​Click on any of the above to be brought to your mortgage inbox

2. You can also access your mortgage inbox by clicking mortgages on the sidebar

3. Once you have received your mortgage instructions, click upload instructions

4. Select the lawyer and lender from the drop-down menus

5. Upload your instructions by drag and drop, or by browsing it on your computer

6. Click continue

7. Your instructions have been submitted! Click done
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Note, instructions require 15-20 minutes to process
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You will receive an email when they are ready to be assigned to your file

8. Your mortgage instructions will show as processing.

9. Your mortgage instruction details will show here

10. Once ready, click assign to assign your instructions to a file

11. Scroll to find the file you wish to assign the mortgage instructions to and click the green checkbox

12. Click assign to selected matter

13. Scroll to view your mortgage details, and click next

14. Confirm the information coming from Sync into Closer is correct and click create

15. Click go to mortgage instructions to be navigated to your general mortgage details

16. Click on the drop-down menu to select your funding option

17. Click on the drop-down menu to select your trust account
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You may also wish to select add a new trust account

18. Add your trust account details here, if you have chosen to add a trust account

19. You will then want to upload a void cheque and click create

20. Select your trust account

21. You can add a mortgage broker or guarantor by clicking add

22. To edit the mortgage priority click the edit icon

23. Select the mortgage priority and click save

24. To make a deduction, click add item

25. Select your deduction

26. Enter in the deduction amount inside the textbox

27. Review your documents and, when ready, select the green check box to send forms/documents to lender

28. Click send to lender
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Note: for email-based lenders, you will be able to sign and download straight to your computer for you to send to the lender directly through email
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29. Sync will prompt you to enter in your unique PIN and name your document(s) package
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When finished, click send to lender

30. Your package is on it's way!
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Click close

31. Click document history

32. You will see history details here of when you submitted your request for funds and any other documents you send to the lender
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​​Closer's team confirms receipt of request for funds to ensure you receive your funds

33. When you are ready, click review and send to send your final report
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Note, you can do this from the previous steps, the same way you sent request for funds

34. Under final report, click view history or resend

35. The final report history will now show in document history

36. Once you have received funds you can select the I have received funds and/or funding confirmation