September 19 Update: New Security Options and More Intuitive Lender Assignments

Posted September 26, 2016 by Amber Hanneken & filed under Updates

New E-recording Features

We’ve added a two-factor authentication login security option.

If you submit documents for recording, you now have the option of requiring two-factor authentication for administrators. With the additional authentication option, administrators will be presented with the below screen when logging in. They will then need to enter the temporary code sent to the email address on file.

To change security settings, click on “Organizations,” select the organization to update, then click “Security."

New security question option added for password reset.

Document submitters now have the option of requiring security questions when attempting to retrieve a password. Once set up, you’ll be presented with your selected security questions any time you click “Forgot Password.”

To change security settings, click on “Organizations,” select the organization to update, then click “Security.”

New Collaboration and Post Closing Features

We made lender assignments more intuitive.

To make it easier to add and remove lenders to a loan, we moved Lender Assignment to be a natural part of the Loan Info form.

Previously, assignments were a dropdown at the top left of the Loan Info page:

Now you’ll find assignments lower on the form:

Loan creators will automatically be assigned to the loan. Use the “x” on any lender’s name to unassign or click “Unassign Me” to take yourself off the loan.

Clicking “Add Assignment” will show the list of available lenders. Select one or more to assign them to the loan.

Thanks for your suggestions and stay tuned for the next update. Many improvements and new features come from your feedback. See something you’d like added in a future update? Email us at with your suggestions.