A new document qualifies as any document that is currently not available within your E-Closing document library. New documents must be sent to us in Word format, so that we may insert tags which are strings of code that automatically pulls data from your file, onto the form. We ask that submissions follow the best practices below, so that load times are quicker, information pulled is accurate, and it minimizes the overall time spent reviewing.
NOTE: Revision documents that have substantial differences from the version pre-existing in E-Closing should be submitted following these instructions below.
What we look for in New Document requests:
- FORMAT - Ensure that the format type is in a WORD format, NOT PDF as we cannot upload this type and we may reject it. The file extension types would include .doc, .docx, .dot, .dotx, .dotm, and .rtf. If it is not in one of these formats you can double check with us to see if we can work with it.
- NAMING CONVENTION - Please name the form as you would like it to appear within the system.
- Example A:
DO: Affidavit of Non-Homestead FL.doc
NOT: affnonhmstdfl.doc
We will include your company name or shortened version within the document title. This will allow you to distinguish your custom forms from E-Closing’s pre-existing forms. - Example B:
EC – Affidavit of Non-Homestead FL
- Example A:
- HIGHLIGHTS/INSERTS/EDITS - If you would like information to pull on a file by file basis, please use RED font or yellow highlight to indicate the information you want to automatically pull from the file. Label them how you want them to appear. PLEASE do not send these with pre-filled info.
- Correct – Note that the inserts are simple and descriptive.
Today’s date
Borrower names
Borrower address
RE: Purchase of property located at: Property address
Dear Borrower first names:
Our company is pleased to be representing Lender with regard to your purchase - Incorrect – Information is pre-filled and requires educated guessing.
Which date? Current, close, contract date? Which?
January 28, 2019
Whose names are these? Borrowers? Sellers? Real Estate Agents? Who?
James W. Harden
Sarah R. Harden
If seller’s address, which one is it? Current, forwarding? Specify, please.
Sarah R. Harden 852 Abbie Dr.
Hooksett, NH 03106
RE: Purchase of property located at: 123 Hehehe Lane, Adger, AL 35006
Dear James W. Harden and Sarah R. Harden:
E-Closing Lite is pleased to be representing 1st Bank of New England with regard to your purchase
- Correct – Note that the inserts are simple and descriptive.
- LETTERHEADS/FOOTERS – You can send us your letterhead and footer in either Word or PDF format. If you would like us to load custom forms with these letterheads and footers, please indicate on the requested forms with Letterhead at the top, and Footer at the bottom.
- REVIEW BEFORE SUBMITTING – PLEASE review the forms and try to ensure all documents follow these best practices before submitting them to support@e-closing.com.
- QUESTIONS ON DOCUMENTS? – If you have questions or concerns regarding these instructions… we want to help! Please feel free to give us a call at (603) 485-7951. We understand this may take time for you, but relaying your intentions on these forms will help save you time by ensuring the changes you intend are made.