With Relocation files, the Relocation company starts as a Buyer then becomes a non-titled Seller part way through the transaction. Or the file gets opened before we know who the ultimate Relocation company or Investor is and need to add them at a later point in the processing. A lot of time is spent looking up and entering the information that could be saved if we could choose the party from the Rolodex.
Hello
We had this on out Release Notes, if you are in the new UI (Shiny), then you will see an eye when you start typing a name. If you are still in the old/Classic version, you will not see this enhancement. The new version is still being worked on, but you can change over, if you want. Please contact Support (support@e-closing.com or 603-485-7951) for assistance.
E-Closing
Will there be a tutorial or quick guide to using the feature? I do not see anything regarding the Borrower/Seller Lookup?
Hello
In our updated UI, we have included a Borrower/Seller Lookup. What this means is we store their information when you are adding a new entry, you can click the lookup and see if a match is there. If it is, you can select it and it will pull in all of their information.
E-Closing