Completing Your Tasks

Everything you need to know about how to complete tasks from within the client dashboard.
How to send closing funds to the Ownright trust account
Step-by-step instructions Click on the orange button to access the instructions page. Select which method you will use to transfer your funds, wire tr...
How to verify your identity
Step-by-step instructions Click on the orange button to open up the identity verification software, Persona. Select 'Get started' or 'Continue on anot...
How to book a meeting
Step-by-step instructions Click on the orange button to open up a calendar (Calendly) that will allow you to select a time that works best for you. Se...
How to review a document
Step-by-step instructions Click on the orange button to open up the document you are required to review. Review the full document. Click 'Complete rev...
How to share your property tax details
Step-by-step guide Click on the orange button to begin answering questions. Select ‘Yes’ or ‘No’ to indicate if you have a copy of your most recent ta...
How to share your banking details
Step-by-step guide Click on the orange button to begin answering questions. Select where you would like the sale proceeds to be sent. The options are:...
How to provide your financing details
Step-by-step instructions Click on the orange button to provide your financing details. Select whether you are paying for your transaction with a Loan...
How to upload a document to your dashboard
Step-by-step instructions On your computer, open up the folder that has the file you'd like to upload. Drag and drop the document from your computer t...
How to sign your closing documents
Step-by-step instructions This task will be made available by your lawyer during your document signing meeting, as they need to witness your signature...