New Collaboration and Post Closing FeaturesYou can now download a variety of reports.
You’ll now find a new “Reports” tab in your left navigation bar. From there you can select from three report types: stagnant loans, outstanding post closing, and productivity as well as a number of date range options.
- The stagnant loans report lists all loans which have been assigned to a settlement company but have not moved to “in progress.”
- The outstanding post closing report gives you a list of all loans which have been submitted for recording but have not finalized.
- The productivity report includes all loans within the selected date range with an overview of every action taken, including timestamps.
The “Find / Add” search feature now reflects the combined B and C sections.
Simplifile has combined sections B and C for a long time, however we wanted to make that more clear. When using the “Find / Add Fee on a Loan” tool under Disclosures, you’ll see we’ve clearly marked “B/C. Services Borrower Did (Not) Shop For.” Anything listed in both sections will be found under this heading.
More easily move to another loan without going back to the main menu.
Sometimes when you’re viewing one loan, you remember you need to do something on another assignment. With the new “search loans” feature in the top right of any tab, you can quickly find and jump to another loan without going back to the main menu.
Thanks for your suggestions and stay tuned for the next update. Remember, you can send your comments and suggestions at any time to firstname.lastname@example.org.