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Status Implemented
Workspace E-Closing Core
Categories Enhancements
Created by mark thompson
Created on Jan 19, 2022

Changes made to the base page should follow through to the policy/text description. i.e. changing a lender/buyer/seller name should carry through to the policy

This would be useful to avoid duplicate work and is a standard in most closing software.

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  • Admin
    Alyssa LeMay
    Reply
    |
    Jul 9, 2024

    Hello

    In the new text description page, as long as you do not manually change this information, then it will automatically update when things are changed in the file.

    E-Closing

  • Admin
    Alyssa LeMay
    Reply
    |
    Jan 21, 2022

    Hello

    We do have this functionality currently, however it depends on how documents are tagged. However, we are working on updating some policy forms to utilize this functionality. Please stay tuned for updates.

    E-Closing