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Status Implemented
Workspace E-Closing Core
Created by Guest
Created on Oct 6, 2021

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Add Contact person for Borrower and Seller

There is often a relative assisting seniors, and we need a place to put the contact name, telephone number and email address.

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  • Admin
    Alyssa LeMay
    Reply
    |     Mar 4, 2023

    This weekend we have released ClosingVue, and one enhancement is a feature called Third Party Participants! You can add contact people for both Borrower and Seller, add their phone numbers, email address and even make them a portal user!

    We hope you like not only this new feature, but ClosingVue in general!

    E-Closing

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2 MERGED

Area for notes or additional contacts in the buyer and seller screen

Merged
Area for other contacts that are not on title but are important contact points in the file (son or daughter for example) and also for notes specific to each transaction so it is easier to find without looking through the notes or having alerts pop...
Guest over 3 years ago in E-Closing Core 0 Implemented
1 MERGED

Secure Portal for Payoff Lenders

Merged
Hello, I think we should create secure Portals for Payoff Lenders. Small lender may be able to use the portals send wire information and communicate.
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Implemented
2 MERGED

Additional contacts in Maintain File/File Summary screens

Merged
It would be helpful to have a miscellaneous contacts field under the maintain file menu. We should be able to add surveyors, lien search companies, contractors, HOAs, etc. in this section. Once a contact is added to the transaction, it should refl...
Guest over 2 years ago in E-Closing Core / New Features 0 Implemented