The Whiteboard search function works for searching buyer and seller names and shows all files associated with that searched name. However it does not work for searching Contacts in the Rolodex. I would love to, for e.g., search or select a Realtor's name, and see all files they were added to. Thanks
Hello
There are a couple of ways you can do this. First, if you added the Buyer/Seller Agent to the Whiteboard, you can then use the advanced filters.
Another way is using the Data Export. You can gather information based on Create Date or Close Date. Then you can pick which screens you want exported. If you wanted Brokers, then you would pick File Information and Financial Information. This will then go in an excel spreadsheet and you can filter the sheet however you want/need.
Please contact Support (603-485-7951 or support@e-closing.com) for more assistance.
E-Closing