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Navigating Forms

Sydney Ferguson avatar
Written by Sydney Ferguson
Updated over 8 months ago
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12 STEPS

1. To navigate to forms, start by clicking on the purchase/sale/refinance documents tab

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2. Click forms

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3. Click into the LTT and MLTT forms box to select and fill the applicable form(s)

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4. Click into the GST/HST new housing forms box to select and fill the applicable form(s)

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5. Click into the purchase/sale forms box to select and fill the applicable form(s)

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6. Your forms will pre-populate the required information which have been entered in your file in Closer, you may edit the information by clicking on a text box

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7. Click on any appropriate check box to make that selection

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8. You may print or download your document/form

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9. Mortgage forms are now housed in your mortgage tab

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10. Add the mortgage to your file to access the available forms in Closer

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11. Click forms

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12. Here you will see the Closer forms library of the selected lender along with your uploads

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Next step: Practice

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