To mark an opportunity as “Closed,” just update the status in the Pro Portal and upload your closing documents. Once that’s complete, you’ll receive a link to your invoice within one business day.
Please note that closing document files must be under 3 MB, or you may receive an error when uploading. Here is a link to compress the file if its to big https://docupub.com/pdfcompress/
If you run into any issues or have additional questions, feel free to reach out to the Pro Support team at trusted.support@ramseysolutions.com.