---
title: Processes | New Haven Knowledge Base
description: Used to describe all processes
---

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1. [New Haven Knowledge Base](https://help.newhavenmortgage.com/newhaven-knowledge-base)
2. [Processes](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes)

# Processes

 Used to describe all processes

- [How to Deactivate a user in HubSpot](https://help.newhavenmortgage.com/newhaven-knowledge-base/how-do-i-deactivate-a-user-in-the-new-haven-hubspot-instance-)
- [How do I activate a new user in the New Haven HubSpot instance ?](https://help.newhavenmortgage.com/newhaven-knowledge-base/how-do-i-activate-a-new-user-in-the-new-haven-hubspot-instance-)

## Fulfillment

- [How do I send out to Welcome Package](https://help.newhavenmortgage.com/newhaven-knowledge-base/how-do-i-send-out-to-welcome-package)
- [How to perform post-funding process](https://help.newhavenmortgage.com/newhaven-knowledge-base/how-to-perform-close-)
- [How to collect outstanding documents](https://help.newhavenmortgage.com/newhaven-knowledge-base/how-to-collect-outstanding-documents)
- [How to instruct lawyers](https://help.newhavenmortgage.com/newhaven-knowledge-base/how-to-instruct-lawyers)
- [How to request lenders](https://help.newhavenmortgage.com/newhaven-knowledge-base/how-to-request-lenders)
- [How to instruct the broker](https://help.newhavenmortgage.com/newhaven-knowledge-base/how-to-instruct-the-broker)
- [How to review a file in fulfillment process](https://help.newhavenmortgage.com/newhaven-knowledge-base/how-to-review-a-file-in-fulfillment-process)
- [How to process a fulfillment request](https://help.newhavenmortgage.com/newhaven-knowledge-base/how-to-process-a-fulfillment-request)
- [How do I review the file as an fulfillment specialist?](https://help.newhavenmortgage.com/newhaven-knowledge-base/how-do-i-review-the-file-as-an-fulfillment-specialist)

See less ▼

## Servicing

- [How do I perform a PAD account change?](https://help.newhavenmortgage.com/newhaven-knowledge-base/how-do-i-perform-a-pad-account-change)
- [How do I terminate a deal?](https://help.newhavenmortgage.com/newhaven-knowledge-base/how-do-i-terminate-a-deal)
- [How do I process a deal post funding?](https://help.newhavenmortgage.com/newhaven-knowledge-base/how-do-i-process-a-deal-post-funding)

## Underwriting

- [How to Add New Appraiser - Company and Contact](https://help.newhavenmortgage.com/newhaven-knowledge-base/how-to-add-new-appraiser)
- [How to use Appraisal Tool](https://help.newhavenmortgage.com/newhaven-knowledge-base/how-to-use-appraisal-tool)

- [Getting started](https://help.newhavenmortgage.com/newhaven-knowledge-base/getting-started#main-content)

    - [Activity](https://help.newhavenmortgage.com/newhaven-knowledge-base/getting-started#activity)
    - [Cleanup](https://help.newhavenmortgage.com/newhaven-knowledge-base/getting-started#cleanup)
- [General](https://help.newhavenmortgage.com/newhaven-knowledge-base/general#main-content)

    - [Setup](https://help.newhavenmortgage.com/newhaven-knowledge-base/general#setup)
    - [Processes](https://help.newhavenmortgage.com/newhaven-knowledge-base/general#processes)
- [Integrations](https://help.newhavenmortgage.com/newhaven-knowledge-base/integrations)
- [Deals](https://help.newhavenmortgage.com/newhaven-knowledge-base/deals)
- [Processes](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes#main-content)

    - [Fulfillment](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes#fulfillment)
    - [Servicing](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes#servicing)
    - [Underwriting](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes#underwriting)
- [Data Management](https://help.newhavenmortgage.com/newhaven-knowledge-base/data-management)

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