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Status Duplicate / Existing Functionality
Workspace E-Closing Core
Categories New Features
Created by Guest
Created on Mar 22, 2022

Default cancelled and seller only files to NO for 1099 eligible

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  • Admin
    Alyssa LeMay
    Reply
    |
    Mar 31, 2022

    Hello

    By default, files with a status of "Cancelled" will not pull. As for the others, please contact Support who can add a rule for the particular types you also want it to default to no.

    E-Closing

  • Guest
    Reply
    |
    Mar 31, 2022

    Thanks Alyssa, so my seller files and cancelled files will default to "no" automatically? This is great.

    Thank you, have a great day!

    WIRE INSTRUCTIONS MUST BE CONFIRMED WITH CITIZENS TITLE AGENCY, LLC BEFORE YOU SEND YOUR WIRE

    Call 239-261-1650 or Direct 239-571-0412

    All closing funds must be a wire transfer.

    JoAnne Iorio
    Licensed Title Agent
    Florida and New Jersey
    CITIZENS TITLE AGENCY, LLC
    www.citizenstitleagency.com
    [cid:0489f798-e3b7-461f-ab77-bce904dcaf60]
    Mailing Address:
    12276 Tamiami Trail E, Suite 501
    Naples, FL 34113
    Office: 239-261-1650
    Direct: 239-571-0412
    Fax: 888-691-2700
    email: joanne@citizenstitleagency.com
    Processing:processing@citizenstitleagency.com
    closings@citizenstitleagency.com[https://ci3.googleusercontent.com/proxy/EZwxVMW1KZfPtyj4N8qvdliJ2-zyVvH3qmKfmJxiS6QgC6cNjcmiPHP0JDoWlowRwe0-4mFh0l47fIZUCTRo1n9xVJR0-ue1F63iXXiYreicz-_cl6YGlUZgh76lGnA2O8XE0_DduH1u5s_QRuWtawkbkyd7ErY0=s0-d-e1-ft#https://drive.google.com/a/sunstatetitleagency.com/uc?id=0B9rWofd4_mhzSHlRaDBSMWJ0OVk&export=download]

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  • Admin
    Alyssa LeMay
    Reply
    |
    Mar 31, 2022

    Hello

    If the file is marked as Cancelled, it will not show on the 1099 Report. We can also add a Rule for you to have it default to NO for certain file types. Please contact Support at 603-485-7951 or support@e-closing.com

    Thank you,

    E-Closing