The Closing Docs screen allows users to enter any and all additional information pertaining to the Closing of the loan file.
Navigate through the Closing Docs by clicking on the tasks under Closing Docs in the left navigation, or click the arrow at the bottom left of the screen. This arrow will open a dropdown menu with each of the closing tasks. While navigating from one task to another, any changes are automatically saved.
The Save button will save the information and leave the user on the Closing Docs task they are currently in.
By clicking the arrow beside the Save button the user will open the option to Save and Close. This will save information as well as take the user to the Loan Dashboard.
The Cancel button will close the Closing Docs and direct users back to the Loan Dashboard without saving changes made to the current tab.
Users with the View Only user permission will have access to the Closing Docs, but will not have access to the Submission task. User will be unable to submit for documents but will be able to view the returned closing package.