Post-Closing Document Transmittal

1. Open Generate Documents

Go to your loan file click Quick Actions:

? Generate Documents

2. Select the Form

Scroll to the bottom and choose:

? Post-Closing Document Transmittal

3. Click Generate Form

4. Confirmation

If successful:

• Document is saved in Documents

• You’ll see: ✅ Success notification

If there’s an issue:

• You’ll see: ⚠️ Error notification

• Try again or review missing information

Pro Tip

If you don’t see the option:

• Double-check the loan is in Closed status

• Make sure all the appropriate Parties are on the loan

• The option only appears at that stage and will generate with information from parties.