Account Administration
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      1. Optimize Help Center
      2. Service Requests
      3. Account Administration

      Closing Accounts

      Submit a request to close an account

      First, find the client's CRM Contact Record page by searching contact name in the search bar.

      From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record. Select Account Administration. 

      From there, you can select Special Handling and proceed to specify the details of the request via the right sidebar pop-up.

       

      Step 1:

      • Select Close Account 

       

      Step 2:

      • Select the Account you want to close 

       

      Step 3:

      • Select Submit. You can now track your ticket.