How to Email a Preliminary Closing Statement

Share the preliminary closing statement with your clients or yourself instantly with the “Email” button when you are creating or editing a closing statement.
 

  1. After entering  in all the necessary information for your closing statement click on “Calculate” button.
  2. From the Closing Statement page, click the “Email” button located at the top of the page
  3. An email compose message will appear with a link to your closing statement.
  4. Type the address of the people you would like to send it to in the To field.
  5. There is a template title and text in the email window for you.  Feel free to add to our customize the title and body of the email in the email window.
  6. Then click red “Send” in the top right corner.