Funding Info

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The Funding Info page allows you to manage your account(s) information. You access the Funding Info page by clicking the Funding Info tab at the top of the Assyst Real Estate main page.

When you generate the Preliminary Report/Request for funds in the Document section, the Generate a Document page is displayed and allows you to select the account that will be used to receive mortgage proceeds.

By default, the Financial Institution you have previously entered in the Funding Info section is selected. If you enter more than one Financial Institution and if the Favorite box was not checked for any of them, than the first financial institution displayed in the list will be selected by default. You can modify your choice by selecting another Financial Institution.


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To access Funding Info

1.Click Funding Info at the top of the main page.
2.This displays the window Direct deposit account(s)

About your Funding Info

Add direct deposit account

Edit direct deposit account

Remove direct deposit account