In File Navigation
Need help with your Closer files? This is where you will find various articles to help you work through your in-file tabs
How to Enter a Manual Title Insurance Policy
Entering Parcel Information
How to add Multiple Private Lenders
How to Complete a Title Search
Working with your Uploaded Tab
How to add Registered Instrument Details in Closer
Adding your APS using AI
Adding your Appointments to Closer in Key Dates
Adding HST to the Statement of Adjustments
Adding a Guarantor
How to Add a Signing Officer
How to Add Your Client as an Offeror
Entering Your Mortgage Payout Amount in the Encumbrance Tab
Editing Your Mortgage Advance
How to Send Emails Within Closer
How to add a Builder Client
Generating Packages in Sync for Email Based Lenders
How to Create an Estate File
Encumbrance Tab
How to Add a Power of Attorney Client
How to Export your Transfer to Teraview
How to Export your Charge to Teraview
How to Add your Client's Spouse to your File
Entering Identification Details for your Clients
Adding a Custom Requisition in your File
Re-using a File in Closer
How to Send a Request for Funds through Sync
How To Add A Primary PIN
How to Indicate your Client is a First-Time Homebuyer
Entering a Manual Mortgage
Adding Registered Discharge Information in a Sale or Refinance File
Adding Registered Discharge Information in a Purchase File