How to Send the Form 9D to the Lender

To send the Form 9D 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 - 03 Requesting Authorization to Close (Form 9D)
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