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Status Implemented
Workspace E-Closing Core
Created by Brenda Furman
Created on Jan 13, 2022

RELATED IDEAS

Custom Signature Lines

For 1031 Exchanges mostly on the settlement statements, to be able to have an area that we can make the signature line the way the QI is requesting versus having to change it in word.

Example of signature line:

_______________________________________________________________

Exchange Servicer, LLC, Qualified Intermediary for Buyer, By: Jane Doe, Manager

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  • Admin
    Alyssa LeMay
    Reply
    |     Aug 22, 2022

    Hello!

    We released this feature this weekend. It is currently available only to Fund Members but will open it up to all users on the Shiny UI soon!

    E-Closing

  • Admin
    Alyssa LeMay
    Reply
    |     Jan 21, 2022

    Hello

    We are currently developing this feature, so we are glad you asked for it!

    E-Closing

  • +4
1 MERGED

Multy Tiered Entities

Merged
The program needs to have the ability to have muti-tiered entities. For instance, an LLC managed by another LLC, managed by a corporation, etc. Currently, the program cannot be used in this situation.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Implemented
1 MERGED

Separate Notary Clause and Updated Notary Clause for of POA by Seller

Merged
The majority of our Sellers do not attend a face to face closing so a separate notary clause should be an option for mail away documents. Also Sellers are more and more frequently appointing an Attorney to sign closing documents on their behalf wh...
Guest about 4 years ago in E-Closing Core / Enhancements 0 Implemented
1 MERGED

Ability to edit signature blocks

Merged
We often have a signer by POA or an entity managed by another entity. It would be helpful to be able to edit the signature block in the customer information screen rather than having to edit each individual document.
Guest over 3 years ago in E-Closing Core 0 Implemented
1 MERGED

Add Qualified Intermediary into Seller Borrower and extra signature blocks and lines

Merged
No description provided
Guest about 4 years ago in E-Closing Core 0 Implemented