Step by Step Overview
- How do I request tracking information for a couriered cheque payment
- How do I enter a TD (TD CANADA) loan/unsecured line of credit as a payee?
- How do I add an RBC (Royal Bank of Canada) loan/unsecured line of credit as a payee?
- How do I enter a CIBC (Canadian Imperial Bank of Commerce) loan/unsecured line of credit as a payee?
- Can I send a car loan payment for Desjardins?
- Can you pay a CanWise mortgage through SureFund?
Disburse Funds for a Deal
- Can I make changes to a deal after it’s been signed?
- What do I do if payment is not reflected in the payee account?
- How do I enter a Home Equity Line of Credit (HELOC) as a payee?
- Which payee should I enter for a First National mortgage payment?
- Can I select any National Bank of Canada branch as a payee?
- How do I enter a Triangle Mastercard as a payee?
Collaboration
- Who is the Payment Provider for SureFund Disbursements?
- How can I cancel an unaccepted collaboration invitation?
- I got an invitation to collaborate on a deal. What do I need to do?
- How can I hide/display details from the collaborating lawyer?
- Does the collaborating lawyer need to be a SureFund user?