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Date Available: Beta 2/4, Prod 3/4
Which customers are impacted?: Available to customers using Settlement Agent Workspace.
Required?: No, opt-in.
How to turn on: This will not be automatically enabled for our customers. It will be available beginning on the dates listed above. If you’d like to take advantage of this functionality, please email support@blend.com.
Purpose of Update and Benefit:
This feature simplifies access for settlement agents to view closing documents within their workspace. These documents are exclusively for their internal use and provide informational support.
Current Behavior:
Informational documents intended solely for settlement agents are included within the lender's wet-signed closing documents. These documents are clearly marked as "Settlement Document Only - Not Viewable by Borrowers" within the document card for easy identification.
New Behavior:
Settlement agents will have dedicated access to a card within their workspace titled 'Settlement Agent Only Closing Documents.' This card will exclusively display informational documents intended for their internal use. These documents won’t be shared with the borrowers.
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