For an entity we should be able to add lines between the signatures of multiple signors so the signature block has more room. We should be able to view the signature block to see what it will look like without going to document management to creat...
Generate Events Based on Completion of Prior Events
When set up in the back office, certain event(s) will be automatically generated when you mark an event as complete in a given checklist. The schedule function in checklists can be modified for this. Additionally, when inside the file a pop-up men...
I would like for the process of doing prorations to flow from the worrksheets to the Settlement Statement so that I do not have to go in and out of the HUD maintenance platform all the time to check the input and math.
Buyer Info/Forwarding Address - Need "Use Property Address Button"
When buyers are purchasing a home, they most likely will be using the property as their primary residence - Currently there is only a "Use Current Address" button
Don't wipe out policy screen info when changing underwriters
Oftentimes a policy screen is completed and you realize the proper underwriter wasn't picked by the processor. If you have all your endorsemens and upcharges entered and change it deletes everything. It would be extremely helpful and time saving t...
I am suggesting a complete removal of the text description screen and instead utilize the data entry fields that are mostly already there to populate any policy or commitment. There is a chain of title screen, an encumbrance screen and exception s...
To be able to fill in information in a requirement or exception in the text description screen before hitting the arrow to move it over.
There are a lot of requirements that need information input into them, a sample is shown as circled on the attached screenshot. It would be super convenient and a time saver to be able to type the info in at that point before hitting the arrow to ...
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