Under Property Information- Dwelling Type as well as Property Use (New) and Property Use (Current), please add Land Only to these options. This should be pulling over the correct options with land only for things such as giving the option under Ti...
In the buyer section when you select individual, the only options we can select "primary" or "co borrower", both options indicate they are going on the loan, maybe add a 3rd option as "non borrowing, buyer" ?
Gayle Hurst
9 months ago
in ClosingVue / Enhancements
1
Duplicate / Existing Functionality
Hello! It would be nice if for the Borrower’s info screen, under Address, under Forwarding address, there was also a “Copy from Property” button in addition to the “Copy from Current Address” button.
We often use the buyer's current mailing address throughout the transaction processing, but have to manually enter the property address on the forwarding address screen if they intend to occupy the property post-closing.
Partner Services should be in Title Policy Information Screen
Partner Services will not let your order a title search until you toggle the switch on the Title Policy information Screen, so I find I am working ahead through screens just to go back to order the search under the Property Screen/Partner Services.
Make file number a link to open the file in Escrow Accounting screens.
It would be nice if I could open a file by clicking on the file number listed in Check Register Query. This would save a lot of time, if we could click on the file number instead of copying and pasting or manually typing the file number in.
It would be a great visual help to have the contrast increased on the whiteboard, there is currently very faint shading to help separate the file names, it is too faint.
Put hotlink to the insurance screen + loan screen on the CD / HUD
Put hotlink to the insurance screen + loan screen on the CD / HUD. If you're working on a CD / HUD, why force the user to navigate to the screens manually. Once the user gets there, they have to navigate back anyway, why not make one of the trips ...