---
title: How to perform post-funding process
description: post funding process
---
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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. [Fulfillment](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#fulfillment)
November 10, 2026
# How to perform post-funding process
**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, create 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 a ticket for **Insurance** (Category: Insurance, SubCat: New Business) assigned to no one. (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)
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- [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)
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