Allow CPL Insured to be an infinite number of characters
In the Companies screen, you can indicate who the company is, and how they want to be listed as the insured, but you are limited to a certain number of characters. When faced with a lender who has an exact name to be listed on the CPL and Loan Pol...
Rather than leaving file screen to go to rolodex in order to update information. If we click on the name, the rolodex entry should pop-up on the screen an allow us to create or update an entry from there.
It would be helpful to be able to put in negative escrow balance/interest or have an option to select whether escrow is being added or subtracted from payoff amount so that it matched the payoff statement being provided. Our office has payment let...
Populate closing dates from E-closing whiteboard directly to Outlook calendar so if closing date changes, the Outlook calendar is updated
We use outlook calendar for client meetings and closings. Sometimes we forget to update the Outlook calendar (one extra thing to think about) when closing dates change. We could avoid scheduling conflicts if E-closings could update our calendar.
almost 3 years ago
Feedback & review
It's very easy to create a new rolodex contact/company using the "New" buttons on Financial Info and Lender Info screens, but there's no duplicate prevention. And cleaning up duplicate contacts is only possible manually, one entry at a time. The m...
almost 2 years ago
Feedback & review
I have found that many of our emails with attachments go unopened due to the fact that people are nervous to click on and open links. It would be more helpful if the documents were sent as PDFs or Word documents.
5 months ago
Will not implement