Private Mortgage Lender
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      Generating the Trust Ledger in a Private Mortgage Lending Matter

      To generate the Trust Ledger in a private mortgage lending matter

      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. On the Matter Transactions Page, click on Import Transactions from Form and Prepare the Trust Ledger