Closing Protection Letters (for Policy Issuing Agents)

(Read the instructions below before using these forms)

• WORD FORMAT: These forms are Word files and you can move through the fields on the form using the <TAB> key. The forms contain my scanned signature and company letterhead, so after you TAB through the fields and fill in the information, the form is ready to be printed and faxed to your customer.
   
• JUST START TYPING: When you TAB into a field that has words in it, such as "Customer Name", just start typing - you will automatically erase the old words. There is a final field after my signature in case you want to "cc" someone.
   
• OFFICE LIST: Each closing protection letter has the appropriate list of offices attached, since lenders usually want this. You can edit the office list if you need to, but the rest of the form is protected and cannot be edited. Also, please let me know when you see any changes that need to be made to the address list by emailing me.
   
• E-MAILING LETTER: Do not try to e-mail the letter directly from the web site. First, save the file to your hard drive. Open the file in Word. Then select <File> <Send To> <Mail Recipient (As Attachment)>
   
• KEEP A COPY: Keep a copy of the completed letter in your title or escrow file.