Private Mortgage Lender
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      How to Send the Funds Instructions to the Lender

      To send the Funds Instructions to the Lender using an automated Communication:

      1. Open the Matter Communications Page
      2. Click on + New Communication
      3. Select the Client under Recipients
      4. Under Type select Closing - 02 Request for Funds
      5. Review the content and make any necessary changes to it
      6. Review the attachments and add and/or remove attachments as necessary
      7. Click on Send communication