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Status Feedback & Review
Workspace E-Closing Connect
Created by Guest
Created on Nov 29, 2023

Add an API or Zapier integration to connect CRM and avoid duplicate data entry!

This would be useful to avoid the manual task of having to create duplicate entry from various CRM platforms into ClosingVue.

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  • Guest
    Reply
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    Nov 29, 2023

    Alternatively, you could add a form builder tool allowing us to send out links for parties to complete data entry.

  • Guest
    Reply
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    Nov 29, 2023

    It would also be beneficial in that it would allow the company to provide online forms to collect information from parties (realtors, sellers, buyers, loan officers) for their completion thereby eliminating and/or minimizing data entry/data entry mistakes on the closer side. It would allow the company to push this information completed by a party directly into the Rolodex saving time and mistakes.