It would be helpful to be able to drag a document from “Scanned/Saved Documents” into an email. We save documents such as CDs and CPLs etc. and have to create a desktop folder to save the documents. It is not time efficient.
A middle initial field would allow us to include the middle initial from the title order without having to remove it when we create files using the first name. It would save a considerable amount of time.
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.
Allow documents to be automatically updated without having to draft documents multiple times with multiple edits. Whatever is updated in CV should automatically be updated in the drafted documents saved. It is possible. Other closing software prog...
Allow user to add a Payment and Payee to lines 104 & 105 of a closing statement without having to add it to the payoff tab.
There is no reason why we cannot add to the closing statement on page 1 the way we do page 2. The user should be allowed to add a payment to lines 104 & 105 along with a payee name and have it flow to the balance sheet without having to add to...
Guest
about 1 year ago
in E-Closing Core
1
Will Not Implement
Tags for onstruction loan draw requests and endorsements
As construction progresses lender will advance addition funds up to the face amount of the construction loan. AS draws are taken the lender requests title updates and a draw endorsement which reflects basic information relating to the lender's pol...