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.
Would love to see a way to check list barcodes we want to use for the file and print them all at once. This would be such a no brainer thing to do. Please make this happen,
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...
Sometimes lenders because of the type of loan need the closing statement changed to a HUD instead of a CD and ALL of the manual entries such as lien searech fee, estoppel, survey, etc., are ALL deleted
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.
It's confusing having the seller name be one of the first names you see on the file where it's listed as the "current owner". Having the buyer/seller info and then the "current owner" line below it, like in e-closing, was less confusing.
You changed the toggle button on several screens to turn things on and off (for example on the title policy page to select lender policy). I believe it used to be green when you wanted a lender policy. Now it's just gray and darker gray. They are ...
Closing Vue - Put file upload area in the new menu bar (on right of screen)
Why not put a file upload area in the right menu bar? This way you don't have to navigate to another screen to upload your file without having to navigate back to the screen to finish what you're working on. In other words, a lot of the time, the ...