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Adding your Mortgage Funding Details to Settings

Jen Squires avatar
Written by Jen Squires
Updated over 8 months ago
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13 STEPS

1. To add your funding information, click settings

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2. Click funding methods

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3. Click add trust account

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4. Name your trust account

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5. Add payee name

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6. You can either quick add an institution or search for an institution where your trust account is held

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7. Add your branch

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8. Add your account number

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9. Upload a void cheque by clicking on the upload file button

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10. Scroll down to the bottom of the page and click create

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11. To add your local branch, click add local branch

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12. Enter your local branch details in the drawer

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13. Click create local branch to add your local branch to your business settings

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Next step: Practice

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