Generating the Trust Ledger

To generate the Trust Ledger:

 

  1. Complete the Closing Form and in particular the following sections:
    1. Loan Amount
    2. Deposit Received
    3. Title Insurance Fee
    4. Registration Fee
    5. Legal Fee
    6. Disbursements
    7. Mortgage payouts
    8. Tax payments
    9. Holdbacks
  2. Click on Generate Documents at the top right of the Closing Form
  3. Select Trust Ledger in the Closing Financials section and click on Generate documents