Instead of lumping all buyers and all sellers to be able to access documents, we need to specify which seller and which buyer can access the documents. If there is sensitive information on the documents that the other party does not want released ...
In EClosing Text area when you've filled in Text the Description changes to a different color. In Closing Vue it is only Bolded Type when Text has been added. Color coded as it is in EClosing would be easier to ID what has and has not already been...
IN HOA Proration - Semi Annual - be able to choose the payment dates, not all are Jan/July
Sometimes an HOA will have dues due semi-annual, due months other than Jan/July - if we could choose the payment dates, the proration would be accurate and not have to be overwritten
Allow for inputting of legal descriptions for additional properties
Currently Closing Vue only provides an area for the legal description under the Primary Property. It would be great if legals could be inputted for additional properties as well. Also great would be tags for those additional legal descriptions.
On the Seller screen in the title drop down for how title is held can you add OTHER or CONSERVATOR so we don't have to go through and edit ever closing document in Word format.
It would be helpful so that we don't have to go through every closing document we print and edit in word. I had property held in a conservatorship and changing every document in a word format to add Conservator is time consuming.
Events Schedule Date Triggered by Previous Event Completed
For event checklist, add an additional option type for Schedule basis (start) and Completion basis (due) date to something like Prior Event Completed. The idea is to add an event once another event has been completed and calculate the due date bas...
Auto Calculation of 1031 payment to intermediary in 1031 sale
Why not make a check box that automatically makes a line item payoff to the QI for sales of 1031 that way if the cash to seller changes it auto updates.