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Status Planned
Workspace E-Closing Core
Categories Closing Portal
Created by hilda lopez
Created on May 30, 2023

Client Portal

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 notes from both company and client- meaning the user can see a note we share for example file on hold for xyz and client could also note the file

  • lender contact info

  • portal home page should have an option for client to view active or closed files currently tehy are all together in one page

  • Attach files
  • hilda lopez
    Reply
    |
    Jul 12, 2023

    Thank you the current format is not friendly for realtor assistants

    please make this available

  • Admin
    Alyssa LeMay
    Reply
    |
    May 31, 2023

    Hello

    Thank you. We are working on updating the Closing Portal and making enhancements. The Close Date does already pull through, however. We will certainly keep these other enhancements in mind when we work on it!

    E-Closing