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Status Need More Info
Workspace E-Closing Core
Categories New Features
Created by Guest
Created on Sep 29, 2022

Put Paralegal Email and Name information on the Financial Info Screen

The attorney's name and email flows through but the paralegal info does not. Most attorneys have paralegals that they need documents to go through. Having that information accessible on the financial info screen would help so much.

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  • Admin
    Alyssa LeMay
    Reply
    |
    Dec 19, 2023

    Hello

    We are looking for more information on this. In ClosingVue we added the Paralegal's name, phone number and email address on the File Summary Screen.

    There is no Attorney or Paralegal on the Financial Information Screen.

    Please let us know if you meant File Summary.

    E-Closing