Multiple Loans Made Simple

Not every transaction starts and ends with the same financing structure. In this AccuAir Insights walkthrough, you will see how to add multiple loans to a single file, switch between loan and cash transactions when a deal changes mid-close, and keep all data accurate and aligned as the structure evolves. This walkthrough is useful for title and settlement teams handling complex financing, mixed transaction types, or files where the loan details shift before closing.

Transcript:

So what’s really nice about the buyers and sellers is that you can now mix and match individuals and entities. So say you have a seller on the property, one’s an LLC, and one’s an individual, no problem. You can mix and match all types of scenarios for your closing. Of course, that doesn’t happen too often, but just let you know that it is there.

Then from when you toggle it to an entity, so you see here your little toggle button, then you can select the entity type you use that for, trust estates, LLCs, corporation, and then you’ll have the option to put the responsible party for that entity. And the best part, you guessed it, unlimited buyers, sellers, and guarantors on your file. So just one less thing you have to worry about with any limitations in the software. ’cause there is none.