Step by Step Overview
- Contact Support
- Why do I need to enter an email address when entering an EFT Disbursement?
- How can I tell what document is missing on my deal?
- Can I make changes to a deal after it’s been signed?
- How do I request tracking information for a couriered cheque payment
- Waiting for funds status
Disburse Funds for a Deal
- How Do I Determine How a Payment Will Be Disbursed?
- 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?