Navigating the Financial Screen (MB)

Navigating the Financial Screen (MB)

The Financial section varies slightly in appearance and functionality depending on the file type. To access this section, select a file (P, S or M). Once loaded, the left hand navigation menu will display the heading for Financial. In general, there are four central components, each described in detail in subsequent articles:
  1. Statement of Adjustments
  2. Account to Client
  3. Trust Statement
  4. Estimating Closing Costs (Purchase Only)

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