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 have been adding him as a buyer, but then we need to keep removing and adding him so that he does not appear on documents, but still has access to the portal on his particular files
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