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How do I add my client's direct deposit bank information?

You may offer to direct deposit net proceeds or excess funds directly into your client’s bank account at the close of the transaction. You can now record that information in Prolegis and have it populate the relevant bank deposit letters.

To add your client’s bank deposit information, go to either the Firm Client dashboard 

or the Seller/Buyer section of the real estate matter. Access the client record and insert the banking information.

That information will now populate the bank deposit letters relating to funds going to your client.