How to add a settlement user to the balancing entry

You can add any title users that need to be in the loop.

Step 1:  Add a user to the settlement team by selecting the + symbol. 

Step 2:  After you click the plus button, you can search for the right user and add them to the balancing.  Keep in mind these users must be added before you take any action on the balancing (send a document to the lender) in order to be notified of updates via email.

If they not already in the system you can send them an invite by clicking + Invite Settlement Agent at the bottom.