Processor Information pulling through to client portal
At our company the processor and closer are often not the same people. Due to the high volume of closings we hold, the processor, processes the files and we have contracted notaries that will often do the closings. The processor is however the poi...
It would be great, if we could grant clients and customers access to our system to view notes and sent internal messages, HOWEVER, not be able to create new files as this causes tracking issues internally.