If a customer is transferring over from another location that has recently closed, they will receive an email with instructions on the transfer process. The customer will appear in your dashboard as a pending customer. 

If a customer preference is to transfer to your location, the customer will need to submit a new updated form 1583 and 2 acceptable IDs. This customer can be added to the dashboard manually or the customer can contact customer support for assistance with transferring to your location. 

The customer can provide the documents to you for approval and upload or the customer can use the online notary to notarize their documents. The documents will be uploaded, reviewed and sent to your dashboard for final approval. The customer should contact customer support support for assistance with the transfer process.

Note: You will only see the customer in your dashboard after they have transferred and completed their documents.