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Status Implemented
Workspace E-Closing Core
Categories Closing Portal
Created by Guest
Created on Mar 6, 2020

Attorney Portal Access

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

  • Attach files
  • hilda lopez
    Reply
    |
    May 30, 2023

    yes, however the portal is very vague and needs to be functional

    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

  • 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

  • +1
2 MERGED

Add access for attorneys to the portal

Merged
Please add access for the purchaser and seller attorney to the portal. It is easier to share PDF in the portal for the attorneys to access
Guest over 2 years ago in E-Closing Core / Closing Portal 1 Implemented