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Wondering if Sync is the right fit for your firm? Not ready to commit without fully grasping the benefits and potential impact? We get it, and we're here to support you in making the best choice for your needs. Keep reading to explore how Sync works across various lender types and learn how you can get started right away with minimal setup.
At its launch, Sync aimed to fill the gap for a free, integrated mortgage processing solution in Closer, targeting top Ontario lenders not included in LLC. This alternative enabled our customers to leave their old platform and process mortgages in Closer, saving $69 per transaction.
Today, our lender network is growing rapidly, surpassing the reach of any current market options. We’ve added five new lenders, totalling 15, with more expected soon! Most importantly, we’re the first conveyancing platform to offer an end-to-end digital experience for a set of large lenders not currently supported in other mortgage platforms.
Sync lets you connect and use it without disconnecting or changing your current setup. Sync can be live in Closer in just minutes, providing access to five lenders that were previously handled manually. Begin with these five exclusive lenders on Sync, and we’ll help you transition additional lenders as you’re ready.
The majority of Sync-supported lenders require completed mortgage forms to be faxed to them. Regardless of whether you've been processing these manually or through another platform, Sync leverages advanced technology to deliver a refined digital experience, saving you both time and money. Here’s how Sync manages lenders who rely on fax communication.
After your instructions are uploaded, Sync uses advanced AI technology to digitize your mortgage packages, and every detail is carefully reviewed by Sync’s mortgage experts for accuracy and completeness. Your mortgage details are then directly imported into your file, saving you from manual data entry.
Your RFF, FR, and additional mortgage forms are automatically populated with various details from your matter, such as client, property and insurance details, simplifying form preparation. You can even add your solicitor’s signature to the forms right within Closer, eliminating the need to use third-party tools such as Adobe to complete this process. When you're ready to submit a package, we'll send the forms to the lender for you, confirm receipt, and update the status in your file.
For lenders that receive forms via email, you'll continue to communicate with your lender's funding contact via email to provide necessary mortgage forms generated within Closer. Sync continues to provide valuable time-saving benefits, such as pulling mortgage details directly into your file, auto-filled forms, and adding necessary signatures. Once your package is ready, simply download it from Sync and email it to the lender.
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Regardless of how you transmit mortgage forms to each lender, Sync simplifies the entire process at no cost—something your clients will appreciate. Get started with Sync today and begin with the 5 Sync-exclusive lenders to see firsthand how it saves you time at every stage.
Schedule a demo here or sign up directly through Closer here.
