How to view/enable loan files in the Dashboard's "Upcoming Closings" tab?

You can view upcoming files that will be closing in your Dashboards' Upcoming Closings tab.

1.) You will need to first make sure you have the Back Office form field for "Actual - Closing Date" enabled. 

2.) Scroll down to locate the form field "Actual - Closing Date" and check the box.

3.) Don't forget to scroll down to the bottom of the section and click "Save". 

4.) Navigate to your loan file's "Admin" tab.

Select the upcoming closing date for the loan in the "Actual - Closing Date" field.