Settings has 3 subsections: Report Settings, Email Settings, and User Information. Each serves a specific purpose that directly supports the accuracy, security, and efficiency of your firm’s reporting workflow. Together, they create a structured system that keeps data organized, communication consistent, and user access secure.
Report Settings
The Information Collection Deadline setting specifies how many days before the closing date all required party information must be submitted. This ensures data is gathered, verified, and finalized in time for an accurate and timely closing process. By default this is set to 30 days prior to closing. If the deadline passes and the required party information has not been submitted, the report will be flagged as past due. This indicates that some required details are still missing and need to be completed immediately.
Users can select a specific number of days before closing from the dropdown menu. meaning all information must be received no later than the chosen amount of days prior to closing. By defining a clear submission window, this setting prevents last-minute data collection, minimizes errors, and ensures all parties meet established deadlines.
Email Settings
The Notification Types section allows you to manage all automated email communications sent by the system. By customizing these options, you ensure that every participant receives timely prompts to complete their required information, respond to pending tasks, or stay aware of upcoming deadlines.
This helps maintain consistent communication throughout the reporting and closing process, reduces delays caused by missing information, and supports overall workflow efficiency. With clear, automated notifications in place, your team can stay organized, meet compliance requirements, and keep transactions moving forward smoothly.
Reminder Emails to Buyers and Sellers
This setting controls the automated reminder emails sent to buyers and sellers who have been invited to provide their information but have not yet completed it. When enabled, the system follows up with buyers and sellers who haven’t submitted their information based on the frequency you select.
You can fully customize the reminder message to match your firm’s tone or instructions. Any edits you make are automatically saved as soon as you click outside the text box, so you don’t need to manually save each change. If you ever want to return to the original system template, you can reset the message back to the default with one click.
Daily Reports Deadline Summary
This setting controls a once-a-day email that highlights all reports nearing their deadline. The summary helps your team stay organized and ensures that time-sensitive filings are not overlooked. It also prevents you
You can choose which team members receive this daily update by adjusting their notification preferences in the MY STAFF tab. This ensures that only the appropriate staff members are alerted and can take timely action to keep reports on schedule. For more details, see the [Link for Staff Article] article.
User Settings
Your User Information details help the system recognize you, keep your access secure, and ensure that notifications are sent to the correct place. From here, you can update your email and password whenever needed. If you need to change your name or other personal profile details you will need to contact support for assistance.
Email Address
This option allows you to change the email address associated with your account. After entering a new email, the system will send a verification message to that email address to confirm the update. You must complete this verification step to finalize the change and ensure your account remains secure.
Update Your Password
To change your password, you must first verify your identity by entering your current password. Once confirmed, you can create a new password and then re-enter it to ensure there are no typing errors. This process protects your account by preventing unauthorized users from making changes. If you can’t remember your current password or no longer have access to it, you can easily reset it from the login page. Simply click “I forgot my password.” You’ll be prompted to enter the email address associated with your account. Once submitted, we’ll send a secure password reset link to your inbox. Just open the email, click the link, and you’ll be able to choose a new password right away.
Theme Preferences
This section lets you customize the visual style of your application by selecting a color theme that matches your preferences. Changing the theme updates the colors and overall appearance of your dashboard, making the interface feel more comfortable and personalized to your taste. Any theme you apply here will also be reflected on your users’ dashboards. This ensures a consistent, branded experience across your entire platform, helping your users interact with an interface that feels polished, cohesive, and aligned with your firm’s identity.
Contacting Support When Chat Isn’t Available
If live chat is offline, you’ll see a note saying chat support isn’t available right now. You can still reach us by sending a support ticket.
To do this, click the Support button in the bottom-left corner of your dashboard. Type a short description of the issue, confirm your email or phone number so we know how to reach you, and choose whether you want a reply by email or phone.
Once you submit the ticket, our team will review it and get back to you during business hours.
