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Status Feedback & Review
Workspace ClosingVue
Categories New Features
Created by Erin Shea
Created on Jul 1, 2024

Have the option to merge docs as separate attachments at the same time.

Right now, when you merge/create docs you can only merge multiple documents as one attachment. It would be much better if we had the option to merge documents as individual documents at the same time in addition to one combined doc. Most lenders want the binder package (commitment, CPL, CD, Tax Cert, Wire Instructions, chain of title) merged sent as separate attachments but we only have the option to merge them together or take the extra minute per document to merge separate. Also have the option to select multiple documents to download separate so we can upload separate to lender portals as required by some lenders.

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  • Angeline DeShazo
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    Jul 8, 2024

    I will add that when combining multiple documents, user should be able to select the order in which they want documents merged, rather than just ordering documents in alphabetical order.