New Feature Announcement: Mass Amendment Signing
We're pleased to announce our latest feature: Mass Amendment Signing. This new release enables the mass generation and signing of disclosure & amendment receipts within our existing Disclosure portal.
How This Works
Conveyancers can mass generate and send out amendment receipts at the project level and collect any required signatures on acknowledgment files for all purchases, while also copying any agents or lawyers. From there, your team can track the buyer's signing journey in real time, such as when recipients open, view, and sign an amendment receipt, as well as any corresponding statistics at both the contract and project levels.
Key Benefits
- Mass send disclosure and amendment receipts to all purchasers and copy agents and lawyers in a project
- Instantly track document stats in real-time, including delivers, opens, views and signing events, from the Disclosures project page
- Assign signatories with precision and specify signing order, including agents, legal representatives, lenders, and carbon copy recipients per document
- Eliminate manual follow-up by seeing who still needs to sign from the project's Disclosures page so your team knows exactly who to follow up with
Talk to your Customer Success Manager today to learn how you can enable this on your next project.