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Addons
Private Mortgage Lender
- How to complete a private mortgage closing with Nojumi
- Completing the private mortgage Closing form
- How to add a Lender
- How to add a Borrower
- How to add a Consenting Spouse
- How to add a Guarantor
- How to add a Seller
- How to add a Property
- How to add a Collateral Property
- How to add the Other Mortgages
- How to add an Appraisal
- How to add the Loan Terms
- Loan to Value Ratio (LTV) in Private Mortgage Closings
- How to add the Legal Fees
- How to add the Transaction Fees
- How to create a new Private Mortgage Lending matter
- Acting for both Lender and Borrower in a Private Mortgage Transaction
- What Documents Can I Generate with the Private Mortgage Closing Module?
- How to generate a commitment letter
- Generating the Security Documents
- Generating the Statement of Account
- Generating the Trust Ledger in a Private Mortgage Lending Matter
- Generating Form 9D
- Generating Form 9E
- Generating a Document Registration Agreement (DRA)
- Sending Upload Requests to the Borrower's Solicitor for Signed Documents
- What Automated Communications Can I Send to the Borrower's Solicitor In the Private Mortgage Closing Module?
- Send Mortgage Instructions to the Borrower's Solicitor
- How to Send the Security Documents to the Borrower's Solicitor
- How to Send a Follow-Up on Fire Insurance to Borrower's Solicitor
- How to Send a Follow-Up on Signed Closing Documents to Borrower's Solicitor
- What Automated Communications Can I Send to the Lender?
- How to Send the Funds Instructions to the Lender
- How to Send the Form 9D to the Lender
- How to Send the Confirmation of Closing to the Lender
- How to add the Closing Date to the Firm Calendar
- How to add the Balance Due Date to the Firm Calendar
- Private Mortgage Lending Default Settings
- How to Add Default Legal Fees
- Add a Lender to Your Firm's Lender Database
- How to prepare a payout statement
- How to open the Private Mortgage Closing Form
- How to prepare an Amortization Schedule in a Private Mortgage matter
Real Estate Purchase Closer
- How to complete a real estate purchase closing with Nojumi
- How to open the Purchase Closing Form
- How to prepare the requisition letter
- How to complete client intake in a real estate purchase transaction
- How to send the client upload requests in a real estate purchase transaction
- How to prepare the mortgage in Nojumi in a purchase or a refinance transaction
- When to use the Assyst Portal and when to use the LLC Portal
Real Estate Sale Closer
Real Estate Refinance Closer
Electronic Minute Book
- How to create a Minute Book for a company using Nojumi
- Electronic Minute Book Form
- How to Open the Electronic Minute Book Form
- Opening The Electronic Minute Book Form from a Matter
- Opening the Electronic Minute Book Form from the Company / Corporation Page
- How to Set the Jurisdiction of a Company
- Corporation Overview
- Articles & Capital Structure
- How to add Articles of Amendment
- How to generate the Land Ownership Register
- How to set the Registered Office Address of a Corporation
- Principals
- How to Add a Principal to a Corporation
- How to generate the Individuals with Significant Control (ISC) Register
- How to Add a Director
- How to Remove a Director
- How to Add an Officer
- How to Remove an Officer
- How to Add a Shareholder
- How to Remove a Shareholder
- How to Add a Share Transfer
- How to generate General By-Laws
- How to generate Borrowing By-Laws
- How to generate Annual Resolutions
- How to generate Incorporation Resolutions
Shareholder Agreement
- How to create a Shareholder Agreement for a company using Nojumi
- How to complete the Shareholder Agreements tab of the Electronic Minute Book Form
- How to remove the empty spaces in the generated Shareholder Agreement
- How to add a list of special decisions to the shareholder agreement requiring a higher threshold of approval