Scheduling V2

Date Available:

Beta 6/20, Prod 7/18

Which customers are impacted?:

All customers who have Close enabled.

How to turn on:

● This feature will be automatically enabled for all customers on the dates listed above.

Purpose of Update and Benefit:

The Scheduling V2 feature allows for a more seamless experience when scheduling closing appointments.

Current Behavior:

Currently, the Scheduling V1 workflow gets triggered once the loan gets to the closing stage. Borrowers are able to share their preference(s) for the closing appointment, however, are unable to rank them. Lastly, settlement agents can't confirm the closing appointment without requiring input from the borrowers.

New Behavior:

The Scheduling V2 feature allows lenders to initiate the scheduling workflow even before the loan gets to the closing stage through the LO workspace.

Borrowers are now able to rank their preference(s) for the closing appointment.

Lastly, settlement agents can confirm the closing appointment without requiring input from the borrowers.

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