It would be helpful to have a place where deadlines could be calendared, such as deposit due dates, end of inspection periods, due dates for title commitment, and the loan approval deadline.
You can use the Events and Checklists for this. Set up your events that you would need and then when you create checklists (you can make ones for different loan purposes if you like), you can set the Begin and End Dates based on when the file was created, when the close date is etc. Then, the events will show you when they are due and you can also set them up to alert you when they are overdue.
If you want more information you can reach out to our Support team at support@e-closing.com or 603-485-7951 and they can help you.
Hello
You can use the Events and Checklists for this. Set up your events that you would need and then when you create checklists (you can make ones for different loan purposes if you like), you can set the Begin and End Dates based on when the file was created, when the close date is etc. Then, the events will show you when they are due and you can also set them up to alert you when they are overdue.
If you want more information you can reach out to our Support team at support@e-closing.com or 603-485-7951 and they can help you.
E-Closing