May Product Updates are here!

📢 1. Rush approval status

Our clients can now see the rush approval status directly in the Portal. Five options are available: Not requested, Pending, Acknowledged, Approved, and Rejected. When we receive the client’s decision regarding the rush order, our system updates it in the dashboard and the client’s team can check it at any time.

📢 1. Seller Pay First ‘Payment Processing’ status

Sometimes, it takes up to 7 days for the payment of the seller to be processed by Stripe and reach us. We have introduced a new Payment Processing status for such cases, where our team will be kept in the loop when the payment is processing or if the payment has failed. It allows us to order the documents when the status is marked as Processing or Successful, and we can contact the seller again in case the payment fails.

Spotlight

Here are some older updates tat our clients particularly loved.

🔥1. Pre-order Functionality

You have a two-leg transaction. Do you sometimes need to set up the second leg even before the first closes? But the closing date is 4-5 months away. What should you do? 

Use our new pre-order functionality. Our system will make sure it is processed exactly on time with no extra hassle on your side. If you feel this new feature is what you need – let us know, and we will help you start pre-ordering. 

BONUS: This functionality comes with a dashboard that shows all scheduled orders – to make sure you have set up everything you need!

🔥 2. Seller-Pays-First Functionality

If you prefer the seller to prepay for the documents, we can fully manage the process for you. Our SPF functionality allows you to automatically send emails to sellers to pay for the HOA document fees upfront.

We provide detailed cost breakdowns to sellers, so they feel comfortable with how their money is spent. We send regular reminders and escalations to keep them on schedule. And at the end of the transaction, you get a full set of documents and 0$ invoice from us.

For cases where we need to charge the seller any additional fees, we have enabled SPF Invoice re-generation. This feature works differently depending on whether the seller has already paid the first invoice or not. Just drop us the seller’s contact details when creating an order and we will reach out to the seller with a unique link where they can pay.

🔥 3. HOA Buyer’s Report

We have introduced a new HOA Buyer’s Summary Report which contains buyer-related HOA information. Now you are able to inform the Buyer of the HOA fees, HOA rules and restrictions, leasing restrictions, amenities included in the HOA fee, and much more. It doesn’t replace the HOA Report, and both can be generated for the same order if needed.

💥 This month’s feature reminder: edit an order

This a quick reminder that you can edit any In-progress order in case order details have changed or new information needs to be added. You can update the order’s closing or due date, the address/unit, as well as seller and buyer details. Give it a whirl! And in case you don’t want to miss out on our updates: