April 6 Collaboration and Post Closing Update: Partial Loan Searches, Experience Updates, and More

Posted April 03, 2020 by Amber Hanneken & filed under Updates

Check out these highlights for our update to Simplifile Collaboration and Post Closing. These changes go live Monday, April 6.

You can now do partial searches in the Search Loans field.

Even if you only have a partial loan number, you can now look for loans in the Search Loans field in the LOANS > Created, Pre-Close, Post-Close, and Archived pages. Simply type an asterisk followed by the known numbers in the loan (for example *2334) and Simplifile will show results for loans containing those numbers.

The Closing Workflow tab has a new look and feel.

We updated the Documents page Closing Workflow tab with a new look and feel. Starting from the top, we moved Closing Date to the right side of the page and the E-sign Status prominently on the left side. We also expanded the At Closing step to include more detail on the signing parties (borrowers, witness, and notary). We made a few text changes to provide more clarity on tasks as well.

You can upload closing documents if a placeholder exists on the Streamline Access page.

We added the ability to upload closing documents if a placeholder exists on the Streamline Access page. When a streamline access user receives a loan notification, they will be able to download documents, review the e-sign status, and upload closing documents such as the Ink Signed Closing Package or Fully Executed Closing Package. The Upload option requires full authentication so they will need to have a Simplifile account to upload.

Many improvements and new features come from your feedback. Have an idea? Check out the Community Forum button in the bottom left of your Simplifile. This is where our customers share ideas, vote on suggestions, and find out what we’re working on.