1. Click add mortgage

2. Click on the mortgages tab within your file

3. Select the mortgage instruction source and mortgage type

4. Click continue

5. Here you can upload your mortgage instructions for quick reference on the right side panel while entering your mortgage information

6. Select the mortgage priority

7. Click the add button or the add lender button

8. Select the lender type, search to add a lender or select a leading bank

9. Here you can choose whether you are acting for mortgagee or if it a MMS mortgage

10. Scroll down and click edit text to edit the mortgage re line

11. Make your desired edits here

12. Click save when done

13. Choose whether you are corresponding with the lender or their solicitor

14. Click the drop down arrow and select the charge type

15. Enter the miscellaneous details about this mortgage

16. Record any comments/notes from the lender here

17. You will find the borrower information here, the information is pulled from your parties tab, or you can add or delete borrower(s) right on this page!
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This is also where you can enter any guarantor(s) or the mortgage broker

18. Scroll down to enter the loan details. To enter any deductions from the mortgage advance, click add item

19. Select a deduction item or you can create a custom deduction

20. Type in the deduction amount

21. Closer will calculate the net advance and same will be advanced to your trust ledger

22. Continue to scroll down the page and enter your loan details, once done click continue

23. You will see the Request for Funds and Final Report tracking cards in your mortgage tab, here you can indicate when your documents have been sent to the lender

24. All details relating to your mortgage will live under these tabs, you ca also find any forms Closer has for this lender under the forms tab