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Status Duplicate / Existing Functionality
Workspace ClosingVue
Categories Enhancements
Created by Jennifer Cohen
Created on Jun 11, 2024

Change of Closing Agent/Settlement Agent

There should be the ability for "This Company" to not be the default for settlement agent/closing agent. Not always are documents drafted wherein the closing agent is "This Company" so having the ability to have other entities be considered the title company either as a contact type or from a pull down would cut down on drafting time rather than having to prepare documents and then manually make the change.

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  • Admin
    Alyssa LeMay
    Reply
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    Jun 11, 2024

    Hello

    We do have a Settlement Agency feature. If this is not currently turned on for your company, please reach out to Support at support@e-closing.com or 603-485-7951 and they can turn this on for you, so you can add additional settlement agencies.

    E-Closing.

    1 reply