It would be great if the emails generated FROM ClosingVue to parties outside of the portal could show our message FIRST and then the links below the typed message. this would give the appearance of a "regular" email. These emails appear to be spam...
Can a hyperlink be created that would allow for me to click on name (i.e. lender, broker) in order to pull up their contact information? Presently, you have to go to contacts, search, find the contact and then update.
It will allow me to update contacts more effectively, and MUCH more quickly/easily.
Add the number of checks needed to the print check screen
Add the number of checks needed to the print check screen near the starting check #. This would make it easier to know how many checks to pull from the check safe and confirm the next check number on the simultaneously to reduce errors.
I would also like to add to your list of upcoming things to add to EC = Email templates. These would make life so much easier to just be able to click a button with the email that we start and choose a template that we need
Sometimes the commission is split unevenly between buyer and seller, i.e. for the buyer's agent 1% is paid by buyer and 2% is paid by seller. This is not possible to split in the current set up.
When downloading a document, it would be extremely helpful if it downloaded with the name of the document. For example, I name all uploaded documents but then when I download them it changes the name of the documents. Same when downloading a CD or...
Perhaps adding (unless I don't see it) a selection for a designated lender Attorney similar to the Attorney data entry fields for the Buyers and Sellers would be a good idea?
Generate Events Based on Completion of Prior Events
When set up in the back office, certain event(s) will be automatically generated when you mark an event as complete in a given checklist. The schedule function in checklists can be modified for this. Additionally, when inside the file a pop-up men...
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