How do I enter a Settlement Agent?

Settlement Agents and Settlement Agent Contacts are added on the Contacts page In Administration. As with other contact types, a default settlement agent and contact can be defined for each organization on the Organizations page and will default based on the organization selected at transaction time.

At transaction time, a settlement agent and settlement agent contact can be selected on the Loan Definition page from the agents set up in Administration. Select Other (User Defined) to define an agent not set up in Administration. The information entered for the selected agent in Administration or when defining an agent on the Loan Definition page prints to the Contact Information section on the Closing Disclosure.