June 3 Collaboration and Post Closing Update: Interface Updates to the Closing Tab Under Documents and More

Posted May 31, 2019 by Amber Hanneken & filed under Updates

Check out these highlights for our update to Simplifile Collaboration and Post Closing. These changes should go live Monday, June 3 and will be available for customer testing beginning Thursday, May 31.

New notification option when settlement agent downloads an ink closing package.

Lenders will find a new notification option for when a settlement agent has downloaded an ink package.  You can choose to see this notification in-app and/or via email. It appears when the settlement agent selects the Merge All Ink and Not Specified options and there is at least one ink document in the package.


The Closing statuses under the Documents page have new functionality.

The colored document statuses are now buttons that perform the action described or provides more information on the status if no action is necessary. The following are the status options that may appear and the correlating action you may take:

Need Upload: upload document with the current document type already selected

Upload Optional: upload document with the current document type already selected

Needs Review: launch download or view if PDF

e-Sign Needed: launch e-sign portal (if unavailable, show message that it is unavailable)

e-Notarization Needed: launch e-notary portal (if unavailable, show message that it is unavailable)

Recording Needed: no pop up

Download: download screen for most recent version

Pending Upload: shows details on which organization is needing to take action and last activity

Pending Upload Optional: show details on which organization is needing to take action and last activity

Pending Review: show details on which organization is needing to take action and last activity

Download Complete: show when and who downloaded

Complete: show when and who completed

e-Sign Complete: show when and who completed


The Drag and Drop pane is now larger on the Closing tab for the Documents page.

We expanded the window for the Drag and Drop pane on the Closing tab for the Documents page.  This keeps the pane visible at all times as you add or make updates to documents on the Closing tab.


We now support estimated closing date on loans.

Since lenders sometimes send a preliminary closing date rather than an actual closing date, the settlement agent now has visibility into both. We are working on getting this feature to work with Docutech in the near future.


You can now add group email notifications for e-closings per Docutech.

Simplifile now supports sending e-close email notifications to additional recipients provided by the lender. Starting in Docutech's June 7 release, email recipients set up by lenders in Docutech’s e-closing solution will be passed in one of three categories:

  • CC email recipients will get email notifications when the closing package is delivered to Simplifile.
  • Confirmation email recipients will get email notifications when the closing package is delivered to Simplifile, borrower e-sign is complete, e-notary is complete (if applicable), or the ink closing package was downloaded in Simplifile
  • Recipients will get email notifications when the closing package is delivered to Simplifile.

We support additional package types in external ID from Docutech.

Docutech sends a package ID for pre-closing and closing packages. We’ve added a place for Docutech to include the package type with the ID. With the package type, Simplifile only treats closing type package updates as redraws (removing the current docs from the closing tab to prepare for new versions). This will begin working with Docutech’s June 7 release.

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.