Description:
A Closing Contributor is someone that a Closing Portal user has shared file access with. Once a file is shared with a Closing Contributor, the Closing Contributor can assist with completing tasks in the Closing Portal to help move the loan forward.
Related Settings:
Note these are Internal only and must be adjusted by nCino Mortgage Support with Company Admin permission.
How do I add a Closing Contributor to just one loan file in the Closing Portal?
- From the loan ‘Overview’ tab, click the ‘Share file’ button.
- In the next window, the closing portal user can add the email of the Closing Contributor that they would like to share this loan file with. Here, they will also see the owner of the file, as well as any Closing Contributors that this file has previously been shared with. If the Closing Portal user (Owner) needs to remove access from a Closing Contributor for this single file, the trash button will revoke access for that user.
What should I expect after adding a Closing Contributor to a single file?
- A confirmation popup will show in the bottom right of the window, and an email will be sent to the newly added Closing Contributor.
- The Closing Contributor will be added to ‘Share Preferences’ in the Owner’s Account Settings of the Closing Portal.
- There will be additions to the ‘Tasks’ tab of the package details page. All the tasks that were already on the file for the ‘Owner’ will be duplicated for the Closing Contributor.
Example- …+sa@ncino.com is the Owner. The original settlement agent from the closing package.
- …+sa1@ncino.com is the Closing Contributor.
Before adding contributor
After adding contributor
What if I want to share all my files with a Closing Contributor?
- Click on the Closing Portal user’s initials in the top right of the page and select ‘My Account’.
- Next, click on ‘Share preferences’.
- From Share preferences, the user will see all Closing Contributors that files have been shared with in the past. If a Closing Contributor had only been given access to one file in the past, they will be listed here, but the ‘Share all files with this contact’ toggle will be disabled by default.
- To add a new Closing Contributor, click the ‘+ Add’ button. Enter the Closing Contributor’s name and email, and click Save. That new Closing Contributor will be added to the list and the ‘Share all files with this contact’ toggle will be enabled by default.
- If the Closing Portal user enables the ‘Share all files with this contact’ toggle, then all future files where the Closing Portal user is included in a closing package, will automatically be shared with the Closing Contributor.
How do I remove access for one file from a Closing Contributor?
- From the ‘Overview’ tab, click on ‘Share file’.
- Then click the trash icon next to the Closing Contributor that you would like to remove file access to. This will remove the tasks that were created in the closing package for the Closing Contributor.
How do I remove a Closing Contributor from accessing all my files?
- Access ‘Share preferences’ in ‘My Account’.
- To remove the Closing Contributor’s access, simply disable the ‘Share all files with this contact’ toggle.
- To remove access to all files and also remove the Closing Contributor from this list, click the 3-dot menu to the right of the Closing Contributor and select ‘Delete’.
Published: 10/02/2024 Last Update: 02/05/2025