If you work with other settlement agents who will need access to the file, you can easily add them to the closing.
Simply navigate to the right hand side of the closing where the “Settlement Offices” box sits. From here, click the +add settlement agent button to add another agent.
If your colleague already has an account, you can search for them by name or email address. If they don’t appear, you can invite them to the closing by clicking +invite settlement agent and entering their email address.
If for any reason you need to remove a settlement agent, simply hover over their name and you should see an “X” pop up over their name. Click this and you will be prompted to remove them from the closing.
