---
title: How do I process a deal post funding?
description: process
---
[Skip to content](https://help.newhavenmortgage.com/newhaven-knowledge-base/how-do-i-process-a-deal-post-funding#main-content)
English - Canada
Show submenu for translations
%20MA%20.png?width=2550&height=208&name=NHMC%20Header%202023%20(2550%20%C3%97%20208%20px)%20MA%20.png)
Open main navigation
Close main navigation
- English - Canada
Show submenu for translations
How can we help you?
- There are no suggestions because the search field is empty.
1. [New Haven Knowledge Base](https://help.newhavenmortgage.com/newhaven-knowledge-base?hsLang=en-ca)
2. [Processes](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca)
3. [Servicing](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#servicing)
April 15, 2025
# How do I process a deal post funding?
#### **1. Verify Closing Date (MA & HS)**
- Fulfillment
- updates **Closing Date** in MA if closing did not happen on the scheduled date. This will autopopulate HS.
- Follow up for **Registered Instruments**.
- Save registered instruments in **documents on the deal (HS)**.
- Verify **Loan Details on the deal**:
- **Instrument Number** (also update in MA under Property Details).
#### **11. Broker Communication & Finder’s Fee Processing (HS)**
- Fulfillment send broker email using "Finders Fee EFT" template.
- Confirm brokerage details and broker fee amount on the deal.
- Once broker confirms details:
- Fulfillment updates field, *Send to Accounting,*
- System creates a ticket for **Accounting Admin (Category: Closing, SubCat: New Business)**
- Admin processes Finder’s Fee (aka Brokers fee) and sends EFT confirmation.
- Send **Finder’s Fee EFT Confirmation Email** to broker using template:
- Attach EFT confirmation receipt.
- Attach Finder’s Fee Letter.
- CC brokerage accounting dept if applicable.
#### **12. Final Completion (MA & HS)**
- Remove name from **Task Section** in MA.
- Change status to **Complete in MA**.
- Verify all records are correctly saved in **Hubspot and MA**.
- Set a follow up task list on the first payment date in MA
#### **13. Post Closing File Review**
- Wait for Lawyers Closing report
- Upload insurance policy to HubSpot and create an insurance ticket assigned to Amanda. (see note in Ticket Spreadsheet)
- Follow the post-closing checklist (separate document) to ensure all documents have been received from lawyers and are accurate. \*\* do we want the full process?
- [Getting started](https://help.newhavenmortgage.com/newhaven-knowledge-base/getting-started?hsLang=en-ca#main-content)
- [Activity](https://help.newhavenmortgage.com/newhaven-knowledge-base/getting-started?hsLang=en-ca#activity)
- [Cleanup](https://help.newhavenmortgage.com/newhaven-knowledge-base/getting-started?hsLang=en-ca#cleanup)
- [General](https://help.newhavenmortgage.com/newhaven-knowledge-base/general?hsLang=en-ca#main-content)
- [Setup](https://help.newhavenmortgage.com/newhaven-knowledge-base/general?hsLang=en-ca#setup)
- [Processes](https://help.newhavenmortgage.com/newhaven-knowledge-base/general?hsLang=en-ca#processes)
- [Integrations](https://help.newhavenmortgage.com/newhaven-knowledge-base/integrations?hsLang=en-ca)
- [Deals](https://help.newhavenmortgage.com/newhaven-knowledge-base/deals?hsLang=en-ca)
- [Processes](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#main-content)
- [Fulfillment](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#fulfillment)
- [Servicing](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#servicing)
- [Underwriting](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#underwriting)
- [Data Management](https://help.newhavenmortgage.com/newhaven-knowledge-base/data-management?hsLang=en-ca)
[%20MA%20.png?width=2550&height=208&name=NHMC%20Header%202023%20(2550%20%C3%97%20208%20px)%20MA%20.png)](http://newhavenmortgage.com)
[mailto:email@email.com](mailto:email@email.com)
Copyright © 2026, abc