Greetings GoVeyance Community!
We are thrilled to announce a wave of updates designed to enhance your GoVeyance experience.
Let’s get into the highlights of this latest product release.
Name on Document Gets a Facelift!
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- Your client’s identity matters, and so does the clarity of your documents.
- Now, the “Name on Document” field will consistently display first name, middle name, and last name, reflecting the details entered into the matter.
- Additionally, we’ve introduced new fields for Additional Signing Details, catering to scenarios involving Power of Attorney or Executorship.
Revolutionizing Document Management!
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- Say hello to ILA Documents!
- Easily access them by searching “ILA” in your Documents tab. Furthermore, our refinance matters now feature new global templates tailored for Lender representation.
Seamless Correspondence with the Borrower’s Representative!
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- Effortlessly send letters to the Borrower’s Representative when acting for the Lender only on your refinance matters, including one specifically tailored for enclosing proceeds via direct deposit.
Trust Tab Empowerment!
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- Take control of your Trust tab by rearranging items effortlessly through a simple drag-and-drop feature.
- Your Trust Reconciliation document can now mirror the order you desire.
Calendar, Your Way!
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- Navigate your calendar with ease by filtering it according to the lawyer/notary responsible for the matter.
- The addition of date ranges enhances your search capabilities. What’s more? Extract your information into an Excel spreadsheet for seamless integration into your TAF Report!
Advanced Search for Precision!
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- Refine your searches with new additions to Advanced Search—a suite field and date range for more precise results.
- Export your search outcomes into an Excel spreadsheet for added convenience.
Task Management Made Smarter!
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- Stay on top of your tasks with our new notification feature. Receive timely reminders when tasks are due or assigned through the bell icon.
- Plus, export your Task Details into an Excel spreadsheet for a comprehensive overview.
At GoVeyance, we are committed to innovation that exceeds your needs. These updates mark another step towards a more intuitive, efficient, and user-friendly platform. We encourage you to explore these features and let us know what you think. Thank you for choosing GoVeyance!
If you have any questions or need assistance, please don’t hesitate to reach out to our support team – support@readywhen.ca.
