How to add a Seller

To add a Seller in a Private Mortgage Lending matter:

  1. Open the Closing Form
  2. Click on the General tab
  3. Ensure that the question "Is the mortgage being obtained on a purchase?" is answered with a yes.
  4. Click on the Sellers tab
  5. Select whether the Seller you are adding is an individual or a corporation
  6. Search for the Seller in the search box
  7. Select the Seller if the Seller is already in the database, otherwise click on "No results found. Create new."
  8. Click on the form and enter the required information
  9. Click on "Save and Close"
  10. To add another Seller, click on Add Another Seller at the top right of the screen and repeat the above steps