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Status Duplicate / Existing Functionality
Workspace ClosingVue
Categories Enhancements
Created by Guest
Created on Mar 28, 2024

a spot on the whiteboard to indicate buyer and or sellers are a mailout closing

it allows for closing and post closing planning

  • Attach files
  • Admin
    Alyssa LeMay
    Reply
    |
    Mar 29, 2024

    Hello

    You can add Loan Purpose as a Column to your Whiteboard. Then, if the Loan Purpose in the file is a Mail-Away, select that in a file and it will show up on the Whiteboard. You can then then filter the column to view the Mail-Away (or any other particular Loan Purpose).

    E-Closing