We’re back with another round of product updates to improve your GoVeyance experience.
Let’s dive in 👇
🆕 New Feature – Copy a Matter!
You asked, and we delivered.
You can now copy any existing matter—purchase, sale, or refinance—when opening a new one. If you’re working on multiple purchases in the same development or dealing with private lender files, this one’s for you.
Enter the key details once, and with a few clicks, boom—easy street. Say goodbye to repetitive data entry and hello to efficiency.
🖊 Smarter Authorized Signatory Updates
We’re making Authorized Signatory fields smarter.
- For Corporations: Add your Authorized Signatory as a Client Contact once, and they’ll be saved in your Library for quick updates, ID mapping, and repeat use.
- For Individuals: This is your Power of Attorney field. It’s the same process: enter once, and you’re done.
__________________
💡 GoTraining Tip
If you don’t yet know the Authorized Signatory but need to get documents rolling, create a placeholder contact:
First Name: Authorized
Last Name: Signatory
Update the real details later once you’ve got them.
Plus, if you input ID details in the Client Contact, they’ll automatically populate in GoVeyance ID forms and FCT LLC deals where required. Now that’s GO smooth.
🏦 FCT – LLC Update – Scotiabank Joins the Party
We’ve added the Bank of Nova Scotia to the list of acceptable lender deals in GoVeyance!
That means TD and Scotiabank deals can now be directly imported into your GoVeyance matters. And yes, that includes any mortgage instructions sent via FCT’s Lender Lawyer Connect (LLC) platform.
As always, we’re listening and building what you need. If you have feedback or suggestions, do not hesitate to reach out.
Until next time.
Thanks from everyone at GoVeyance.
