01
Set up the title order.
Provide the property location, borrower contact, loan purpose and lender contact. Share the lender’s title-order requirements through the agreed delivery channel.
- Title search and commitment coordination
- Existing mortgage and payoff information
- Lender identification and requested closing documents
02
Review the items that affect the file.
Existing financing and recorded interests may need additional documentation. Changes in the loan or closing date should be shared so figures and instructions can be coordinated.
03
Confirm signing and funding separately.
Signing does not by itself mean funds are available for disbursement. The lender’s authorization and any applicable timing requirements control the funding plan. Confirm the details for your transaction.