📢 1. No HOA Report
We are now generating an automatic No HOA Report as a supporting document to our analysis. The report gets generated automatically when there is no HOA assigned to the property. This report can be directly uploaded to your system or sent via email, depending on your preferences.
📢 2. Buyers’ report
We have introduced a new HOA Buyers Summary Report which contains buyer-related HOA information and certain bylaws, like leasing restrictions. It is available to our clients and can be generated from the Property → Checker section with a new button. It doesn’t replace the HOA Report, and both can be generated for the same order if needed.
📢 3. Automatic export of orders with closing date this week
This is a new feature notifying users on orders expected to be closing in the upcoming week. This report can be enabled (form client settings) on client, team, and user levels. The reports will be mailed out every Monday at 10 am EST. This feature can bring the biggest benefit to clients with complex team structure.
📢 4. Lien Search order creation
We have added a new order type on the portal called “Lien Search”. You can submit orders under this order type and request services like Solar Liens, Municipal Liens, Taxes under both this & HOA Documents sections (when HOA lien info is needed).
📢 5. Easy PDF editing settings
We have developed a functionality to make merging and signing PDFs easy for you. Now you can easily work on any PDF documents that we receive from HOAs or PMs.
📢 6. Legal Description field in Create Order (portal & API)
We have added legal description to the Create Order interface (portal & public API) as a non-mandatory field. The legal description provided by the client will be visible in the property section in the portal.
💥 This month’s feature reminder: let us know in case of a cancellation!
A quick reminder that you can use the red “Cancel” button on the order details page to cancel in case your transaction falls through. Our team will be notified immediately and will take action at once.