Community First CU - Session 6 - Closing Documents & Pre-Funding Review

About Lesson

This session is for the team responsible for preparing closing packages. We’ll cover reviewing files pre-closing, working through Closer and Funder screens, balancing figures with the CD, and generating final closing documents and disclosures. You’ll also learn how to use eDocs cover sheets.


Key Topics:

  • Pre-closing file review
  • Drafting CDs and closing packages
  • Final document generation and closing disclosures
  • Using cover sheets and document uploads

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