Closing Portal

We have files where there is a separate contact related to that particular file only that is not a buyer, seller or realtor, but needs access to the portal. He is not an employee of our company, but a business contact on certain files of ours. We ...

Add deed clause options on the seller Information tab.

Only one contact for Attorney/Title company for sellers and buyers shows, which we have to toggle over to the Borrower/Seller Information pages to see who else should be included in communications (and then only the attorney and paralegal is showi...

In the Documents, Documents Management screen under Scanned/Saved Documents it would be helpful if you could sort multiple ways, i.e., alphabetical and by date. Is this something that could be implemented?

we should be able to upload documents to client's attorney into the portal.

We need a search bar. We have a lot of contacts under Lenders and Brokers. Being able to just search the name of the category and/or a specific person would make it so much easier and quicker.