Enhancements

For example, if we would like to send an introduction email to our buyer, we could generate an email with repeated verbiage so it doesn't have to be typed out every time. This would definitely save some time. Or even when emailing an estoppel letter.

When reviewing a HUD or CD, I need to confirm that the total amount of prorated charges was entered correctly. Right now I have to click back to the proration entry window to see what amount was entered, I'd like to be able to see it from the HUD ...

It would be helpful to have an error message apopear if there are results that are calculated in the recording fee calculator that are NOT appearing on the CD/HUD screen. If a fee was once deleted, or if a manual entry has been entered on a line d...

Currently, if the buyer is paying the real estate commission (which is rare), you have to add it as a line item.

We are in the process of cleaning up our rolodex. I currently have to go entry by entry in the contacts screen and it is very cumbersome. I am wondering if you would be able to add an ability to select and alter, delete or archive multiple entries...

In a file, we need to be able to email the Lender Council on Commercial Files. We can use the Deed of Trust field, but we would need an email address to be associated with it so that we can select them to email documents to.

When you email it would be nice if we could do a quick preview of the attachments before clicking send. Currently we have to preview the attachment as a separate action - view on screen - and then go back in and email it.

I am proposing an edit to the HUD Default package screen. When you create a new package to update your Defaults in an attempt to change the fees, it would be helpful for the system to add an end date to the prior package of the date before the new...

When sending an email with an attachment through e-closing, it would be ideal if the link to download the attachment was placed under the message instead of first thing. This would make the e-mail look much less like spam and would increase the ch...

I have noticed in the system if you are setting up a new file and just start with completing a borrower's information and then hitting save and continue through each of the screens it completely skips the Credit Information screen to add a Seller ...