Mortgage Lending · Closing & Post-Closing
Settlement agent instructions
A lender's written directions to the closing or title agent explaining exactly how to conduct and fund a mortgage closing.
What it usually contains
- Required signatures, notarization, and witness rules
- Document execution order and dating requirements
- Wire and disbursement instructions with funding conditions
- Required items to return to the lender after closing
- Recording instructions and title policy requirements
What the assistant uses it for
Answer questions about what the settlement agent must do before, during, and after signing, including how loan funds may be released and what proof must be sent back. Also useful for resolving disputes over closing errors, missing documents, or funding delays.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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