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- Private Mortgage Lender
How to Send a Follow-Up on Fire Insurance to Borrower's Solicitor
To send a Follow-Up on Fire Insurance to the Borrower's Solicitor using an automated Communication:
- Open the Matter Communications Page
- Click on + New Communication
- Select the Borrower's Solicitor under Recipients
- Under Type select Closing - 03 Follow-Up on Fire Insurance
- Review the content and make any necessary changes to it
- Click on Send communication