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Entering a Loan into OpenClose. OpenClose is a web based program that can be access from any computer. Login to OC by going to https://www.heritageoc.com/ Input User name and password Opening screen will appear.
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OpenClose is a web based program that can be access from any computer • Login to OC by going to https://www.heritageoc.com/ • Input User name and password • Opening screen will appear
To enter a new loon, select “new Loan entry” from the “Add a Loan” section on the left side of the screen
Complete the information on the “Borrowers” screen. Red asterisk fields are required: This section is only for married co-borrower
Choose the destination you would like for the loan to open and hit the “Save New Loan” button.
Completing the 1003 • If the destination selected on the previous step was 1003, OC will open in the 1003 section. If not, in order to access the 1003, you will need to go to the “Loan Actions” drop down menu and select “Edit 1003”
Each section has it’s own tab at the top • Click on each tab to complete all sections of the loan application
Housing Expense Tab P&I will auto populate once all details are provided