Admin Approval
- Click Sign in on the link in the email received to reach the fund overview page.
- Select the closing you are currently looking to manage.
- Click the vertical ellipsis (⋮)
- Select Approve and click Approve in the popup.
- The tracker above should have moved and now display that this investor has been approved.
Cosigner Approval
- Click the vertical ellipsis (⋮)
- Select send to cosigner.
- Choose how the signature packets should be sent. And click continue.
- Verify that you are sending the packet to the correct signer. Select save and continue.
- Confirm the packet is correct, and hit send to cosigner to send the email when you are ready.
- The track on the homepage should now read sent to cosigner.