Only one contact for Attorney/Title company for sellers and buyers shows, which we have to toggle over to the Borrower/Seller Information pages to see who else should be included in communications (and then only the attorney and paralegal is showing), or we have to scroll through notes to find this information. It would be much easier to see all involved parties. Many times, there are more than one person to contact.
This weekend we have released ClosingVue, and one enhancement is a feature called Third Party Participants! You can add contact people for both Borrower and Seller, add their phone numbers, email address and even make them a portal user!
We hope you like not only this new feature, but ClosingVue in general!
E-Closing
You're welcome!
���This will be great! Thanks for the update.
Best Regards,
Madi Cona
Main 239-776-7163
Direct 239-234-6224
3765 Airport Pulling Road North, Suite 201
Naples, Florida 34105
mcona@cona.law
www.cona.law
[CONA LOGO - email signature-03 (002)]
[Graphical user interface, text Description automatically generated]
WARNING: DON���T BE A VICTIM OF WIRE FRAUD. Cona Law PLLC requires final closing funds for real estate purchases be tendered in the form of a wire transfer. Always confirm wiring instructions with us. Under no circumstances should you transmit any funds without first calling Cona Law PLLC at 239-776-7163 to verify the wire instructions provided to you. Our wire instructions will not change and will ALWAYS be credited to Cona Law PLLC. If you receive an email regarding instructions that contains any suspicious information or changes to wire instructions, we ask that you do not initiate the wire and contact Cona Law PLLC immediately.
Hello
We are working on an enhancement to allow you to add "Third Party" people to the transaction on the File Summary Page. Whether that be another attorney, paralegal, son/daughter, etc, you will be able to add them on the File Summary Page (in the new UI) and add their contact information and notes. We hope this will be helpful. Please stay tuned for release notes after the new year!
E-Closing