A simpler Request for Funds experience is here

It’s now easier to complete the Request for Funds (RFF) in Lender Lawyer Connect® (LLC), with enhancements designed to help users within your transaction and keep your work moving.

Users can add trust account and pickup branch information without navigating away from the transaction. The updates are designed to reduce extra steps and create a more streamlined experience from start to finish.

Manage trust accounts without leaving your transaction

With the updated trust account functionality, legal professionals can now add a trust account directly within the RFF workflow.*

Previously, users who needed to add an account had to leave the transaction, go to My Profile, add the information, and then return to their deal. With the enhancement, they can complete this step while staying within the transaction they’re working on.

Applicable trust accounts are also presented within the workflow, making it easier to find and select the account you need — without navigating away from your transaction.

Add pickup branch information within the RFF workflow

The experience of adding pickup branch information is also being simplified.

Users will be able to add pickup branch information directly within the RFF process rather than navigating away from the page. Once added, the pickup branch information will be stored in the user’s profile for future use.

Fewer steps, a smoother workflow

By bringing more of what you need directly into the RFF workflow, these enhancements reduce unnecessary navigation and help you stay focused on the transaction being completed.

It’s another way we’re making the Lender Lawyer Connect® experience simpler and easier to use.

Frequently asked questions

What is changing with the Request for Funds process?

The Request for Funds (RFF) workflow in Lender Lawyer Connect® (LLC) is being updated to make it easier to manage trust account information without leaving your transaction. Users can view applicable trust accounts and add a new trust account directly within the RFF workflow.

Users can also add pickup branch information within the RFF workflow. Once added, the information will be saved to the user’s profile for future transactions.

When will these changes take effect?

The enhancements are planned for October 5, 2026, depending on the successful IT release.

Will transactions already in progress be affected?

Yes. The enhancements will also apply to transactions that are already in progress when the changes take effect.

Do users need to update their trust account information, credentials, or permissions?

Users do not need to have a trust account already saved to their profile to use the updated workflow. If a trust account needs to be added, users can add it directly while completing the Request for Funds.

Existing lender-specific restrictions, including limits on the number of trust accounts that can be used, will continue to apply.

Will these changes affect conveyancing-platform integrations?

Yes. The changes will also affect conveyancing applications.

Where can users find help or support?

The trust account Help document in the lawyer portal has been updated with information about the changes. The support team has also been briefed on the enhancements and can assist users who have questions.

* Functionality is dependent on lender configuration. Existing lender-specific restrictions, including limits on the number of trust accounts that can be used, will continue to apply.

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