Once the disbursements have been created, all mandatory Payee documents have been added, and the deal has been successfully signed, you can submit it. This will generate the Wire Deposit ID, which you will use to transfer the funds.
To submit the deal:
- On the Disbursements tab, select SUBMIT DEAL.
The Submit Deal window opens.
- From the SureFund Disbursement Account drop-down list, select the account you will transfer the funds into.
- Select SUBMIT DEAL to confirm.
Note: The Wire Deposit ID displays in the confirmation window. Include this ID when you wire the funds to your bank.
Once you receive notification that your funds have been transferred, and your deal is in Deal Ready for Disbursement status, you can release the funds for disbursement.