Now to view contact list requires 3 clicks as opposed to the way it was for the past 4 or more years
Whoever thought that now having to click three times just to display your contacts was a good idea or that it would help "speed up" slow people needs to go back and think about good user design. Now I have to click contacts > select status then...
We have the ability to customize normal signatures but would like to customize 1031 Exchange signatures. Please see example below. “Read and Approved” _________________________________________ Test Exchange Company, LLC. By: Authorized Signature Name
It would be helpful to have a place where deadlines could be calendared, such as deposit due dates, end of inspection periods, due dates for title commitment, and the loan approval deadline.
Donald Walters
11 days ago
in ClosingVue / New Features
1
Duplicate / Existing Functionality
Would it be possible to provide us a notification when a party to a transaction accepts the portal invitation? That way we know that we can start using the secured messaging function, providing documents using secured communication, etc.
Fraud alert - it would be great if when we get Fraud alerts from our underwriters, if there was a way to input names and addresses somewhere in the system that would give a warning alert if we try to open a file with those names or addresses.
Is there a time frame for when ClosingVue is going to have the buyer/seller tabs updated to have an entity be the signor on behalf of another entity? I deal with this a lot and as of right now, the ClosingVue system is not user friendly for this.
Is there a way to have the system flag us if a file is being setting up and the name or address has been flagged by the title insurance underwriters for fraud?