Having option to group attachments as 1 PDF instead of individual documents when emailing.
If we had the option to group the documents we are sending, the email that they receive won't have a long list of attachments, and they will not miss any documents or our email to them.
Option for lender credit on page 3 of the CD instead of bottom of page 2
Some lender credits are for tolerance cure and should appear on page 2, but some lenders put a credit on page 3 for prepaid items, such as a prepaid app fee. When we enter multiple lender credits in the credit screen it totals them all onto the bo...
Similar to realtor commissions, a calculator feature next to the blank loan amount, where you could quickly type 80 or 90 or 96.5 and the loan amount will prepopulate as a % based on purchase price.
Instead of having to scroll through all Rolodex entries to find one, an alphabet search option at the top of the page that would allow you to click on a letter and then take you to the first entry with that letter. For example if you click on 'R' ...
Generate Documents > Check All, could there be an option to Generate as Separate documents? when I click check all, then generate, they are combined, which is great, but could there be a option for the docs to not be combined? Each box could be...
Is it possible to create a FIRPTA Withholding field (check box) that would then auto calculate the 15% of purchase price amount and put on CD similar to how the RE commissions work. This would not only make the process more efficient, it would eli...
Auto-generated emails to clients in e-closing file
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.