(Update) Remove First Name and Last Name of the Settlement Agent from LO workspace

Posted 12 days ago by José Gómez

J
José Gómez Admin

Date Available: Available now in beta, Prod 9/11 

Which customers are impacted?: 

Customers using Blend Close. 

How to turn on: 

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

Purpose of Update and Benefit:

We will be removing the first name and last name of the settlement agent from the LO workspace. The current experience often shows values that the user is not expecting based on how the settlement agent was originally added to the system by another user. 

To avoid confusion, we are removing the first and last name for lenders. This change will have no impact on the functionality of the workflow. 

Current Behavior:

Currently, when a loan officer adds a settlement agent to a closing, they are able to see the first and last name of the settlement agent in the lender workspace. 

New Behavior:

Now available, the loan officer won’t be able to see the first and last name of the settlement agent in the lender workspace once a loan officer adds a settlement agent to a closing.

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