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Navigating Your Mortgage Forms

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

1. To access your mortgage forms, click on your mortgages tab

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2. Once you have entered the mortgage details in your file, click on forms

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3. Here you will find Closer's forms library for the lender

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4. These forms will pull in the information you entered within your file, you can also make edits to the fields in the form if required

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5. You can upload documents here to add to your package

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6. Select the checkboxes next to the documents you wish to add to your package

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7. Once you have made your document selections, you can download the package to your computer, or if you are connected to Sync you can add your digital signature to add to the documents!

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Next step: Practice

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