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Available: Beta 10/4, Prod 11/1
How to turn on:
This feature will automatically be turned on for all customers on the dates listed above.
Purpose of Update and Benefit:
With this release, we are introducing settlement agent profiles to the settlement agent workspace and will require settlement agents to provide their first and last name, phone number, and business address. This will help Blend to create future enhancements to the settlement agent workspace as well as simplify certain processes like billing.
New Behavior:
Settlement agents who have not yet activated their accounts will see the below screen asking them to provide basic information about themselves and their agency as part of the activation process. Settlement agents who have activated their accounts will see this screen the next time that they log into the settlement agent workspace after this update is released. Please note that it is required for settlement agents to provide this information.
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