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Status Feedback & Review
Workspace ClosingVue
Categories New Features
Created by Arilee Ortiz
Created on May 28, 2024

Scheduling Orders

It would be great to schedule estoppel, lien search and title orders with a 24-hour reminder. Example - schedule lien search order for the day after the inspection period ends. A reminder to be sent out the day before to confirm the scheduled order.

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  • John Chluski
    Reply
    |
    Jun 3, 2024

    Schedule a Future Order would be nice.

  • Arilee Ortiz
    Reply
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    May 28, 2024

    I'm not talking about checklists. I'm referring to actually placing the order in advance so you don't have to wait until a future date to place the search order. You already entered the order, and it will be released on the date you selected with a 24-hour notice that the order will be released to the vendor on said date.

  • Admin
    Alyssa LeMay
    Reply
    |
    May 28, 2024

    Hello

    You can set events/tasks up and add them to checklists. You can also set how many days you wish an item to be completed by and if you want to be alerted it is overdue.

    Please contact our Support team (603-485-7951 or support@e-closing.com) for assistance.

    E-Closing