Closing Portal

Is there a way to show all CC's on emails sent? So all parties can see who is copied on the email and all parties can reply all?

When there are multiple trustees as buyers, the system defaults to name1 as Trustee of Trust and name2 as Trustee of Trust and name3 as Trustee of Trust...instead of name1, name2, name3 as Trustees of Trust. We have to manually alter the names on ...

It would be great to be able to assign SSN information for each individual in the trust if there is no Trust EIN.

The Document Management screen in Closing Vue no longer shows if a document was posted to client's portal. Also, It would also be helpful to be able to delete a document that was posted in error to a portal without deleting if from the file.

Please look into making the closing portal for users more user friendly. at the moment it really does not work much. There should be the following added: if our title co does not represent both seller and buyer who does? closing date sections for ...

Right now there is an option for only one person in the LLC to be a portal user. IF there are 2 managers, etc only one can use the portal. There should be a way to make each person a portal user just like individual sellers can.

Add deed clause options on the seller Information tab.