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Status Duplicate / Existing Functionality
Workspace ClosingVue
Categories New Features
Created by Guest
Created on Jan 8, 2024

Add fields to record URL link, username and password for Lender portals in the Lender section of the Financial Information page.

This would allow us to record the login information for the various lender portals that we are required to use.

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  • Admin
    Alyssa LeMay
    Reply
    |
    Jan 11, 2024

    You're welcome, Brenda.

  • Brenda Collazo
    Reply
    |
    Jan 11, 2024

    Good morning Alyssa: thank you for all the information.

    Have a great day!

    Cordially,

    Brenda E. Collazo

    Lic. Title Agent

    HomeLand Title Source

    1101 Miranda Lane, Suite 133

    Kissimmee, FL 34741

    Direct: (321) 527-6587

    Office: (407)403-6403 ext.2

    Fax : (407)641-8746

    PLEASE BE ADVISED THAT WE CAN NO LONGER ACCEPT CASHIER'S CHECKS OR MONEY ORDERS UNLESS THEY ARE PRESENTED 72 BUSINESS HOURS BEFORE CLOSING. DUE TO CHANGING BANK REGULATIONS BEYOND OUR CONTROL, ALL FUNDS DUE FOR ANY CLOSING MUST BE WIRED INTO OUR ACCOUNT ON OR BEFORE THE DAY OF CLOSING.

    Confidentiality Notice: This e-mail message including attachments, if any, is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. If you are the intended recipient, but do not wish to receive communications through this medium, please so advise the sender immediately.

  • Admin
    Alyssa LeMay
    Reply
    |
    Jan 10, 2024

    Hell

    There is a notes section for each Lender in the Contacts page. Once a note has been added, it will show a note icon in the file that you can view. You can add whatever information you want, however due to security purposes, it won't be a link but you can copy and paste it.

    E-Closing