How do I Edit a Closing Protection Letter?

Method 1 (using CPL form)

1.  Log into Advocus HQ.

2.  In the "Dashboard" section click the CPL button.

3.  Enter the commitment/file number in the upper left hand corner. The information from the file should       populate into the CPL system.

4.  Click the "Edit File" button on the lower right hand side of the pop-up window.

a.  Click "I Proceed" on the lower right hand side of that pop-up window. (Doing this will void previous CPLs and allow for updates to any information.)

5.  Update/change/correct any of the information in the file.

6.  Verify the information is how you want it to read.

7.  Click the "Generate CPL" button on the lower right hand side of the pop up screen.

Method 2 (using file details screen)

1.  Log into Advocus HQ.

2.  Click the "CPL List" button in the top left hand corner.

3.  Double click the file number to open the file.

4.  Click the check mark under the "action" column of the CPL to be edited.

5.  Click the "Edit" button.

6.  Click the "Update CPL" button.

7.  Click the "Edit File" button on the lower right hand side of the pop-up window.

a.  Click "I Proceed" on the lower right hand side of that pop-up window. (Doing this will void previous CPLs and allow for updates to any information.)

8.  Update/change/correct any of the information in the file.

9.  Verify the information is how you want it to read.

10.  Click the "Generate CPL" button on the lower right hand side of the pop up screen.