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Status Implemented
Workspace E-Closing Core
Categories Enhancements
Created by Becky Macha
Created on Jun 9, 2022

Multi-tier entities

Our commercial team works with entities that have multi-tier/layer companies. It would be helpful if this could be integrated into the borrower screen. Most commercial transactions will have entities of 2 tiers as borrowers, but there are some that have 3-4 layers and each may have different managers or signatories

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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
    |
    Jun 9, 2022

    Hello

    We are working on an enhancement to handle multitiers in the Signature and Notary Blocks.

    Please stay tuned for future release notes!

    E-Closing