Wednesday, 23 June 2021

Document sharing direct from Countrywide Legacy in beta test

Our latest Alpha Legal integration with the awesome Countrywide Legacy will-writing & instruction-taking software is now in beta test.

Another connection between Countrywide Legacy and Alpha Tracker is on its way

Countrywide consultants using their Legacy software can already securely request ID from new clients via Alpha Legal. Very soon, they will also be able to share documents for review & approval or even for electronic signatures!  And all within the Countrywide Legacy software and at the touch of a button.

Here are some screenshots to whet your appetite:

Look out for the new "Files" button to select the documents to share

The software intelligently lists files for you to select

You can easily see the status of each file - including e-signatures

Countrywide Legacy confirms that Alpha Legal has securely shared the document

The notifications feature in Countrywide Legacy keeps you informed

For more information, contact the Systems team at Countrywide Tax & Trust Corporation.

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