Ensure you have a Loan Officer assigned and an estimated closing date. Then click "Actions"

Select the appropriate package type. Toggle on E-Sign if you are requesting Esignature.

Click view to access and review the document package

Click the blue Disclosure hyperlink to access the document package

DisclosureDocument_20240920-163259948.pdf

HubSpot is a CRM platform. Learn how to effectively use HubSpot to manage your customers and other tips and tricks such as how to merge contacts or how to connect your Gmail account.

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