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How to Send a Request for Funds through Sync

Julia Sweeney avatar
Written by Julia Sweeney
Updated over 10 months ago
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8 STEPS

1. When you are ready to send your request for funds, click review & send in the mortgage tab

Step 1 image

2. Click the request for funds document provided by the lender within your form library, and review and make any changes to the document directly in the viewer to the right at this stage

Step 2 image

3. Click send to lender

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4. Enter the security PIN created by the lawyer on the file

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5. Enter your package name

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6. Click to verify the accuracy of your package

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7. Click send to lender

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8. Your package is on the way!
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Click close

Step 8 image

Next step: Practice

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