Use this screen to set up a relationship between this Originator and their approved Closing Agents. A Closing Agent must be associated with an Originator to be selected when entering a loan. The entry can be added here or on the add-edit screen at the time the loan is entered.
To Add A Closing Agent
Click add. The box below will appear. Use the drop box to select the Closing Agent. Chose the approved date. Click ok when finished.
To Add All Closing Agents
Click relate all. The system will automatically relate all Closing Agents to this originator. The approval date will default to todays date.
To Edit A Closing Agent
Highlight the Closing Agent to be edited. Click edit. The box below will appear. The only information that can be edited is the approved date. Click ok when finished.
To Delete A Closing Agent
Highlight the Closing Agent to be deleted. Click delete. Once deleted, the Closing Agent will not be available in the drop box when entering a loan for this Originator.