Our latest Alpha Legal integration with the awesome Countrywide Legacy will-writing & instruction-taking software is now in beta test.
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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:
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Look out for the new "Files" button to select the documents to share |
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The software intelligently lists files for you to select |
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You can easily see the status of each file - including e-signatures |
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Countrywide Legacy confirms that Alpha Legal has securely shared the document |
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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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