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.
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 ...
Mary Margaret Stacy
almost 2 years ago
in ClosingVue / Enhancements
0
Future Consideration
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
12 months ago
in ClosingVue / Enhancements
1
Duplicate / Existing Functionality
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.
Contacts: Option to view Active Contacts by 1 category
I love the all contacts available in one list in the active list but at times when I'm trying to organize all our contacts. I would love to have the option to just see active for a specific category. Active Attorney list Active Brokers list ect. A...
Currently the selection of output for Escrow Detail by File is only PDF or Word. Since this is an accounting-type report, it would be helpful if this were in Excel. We provide CD balancing and disbursement ledger (only) services to other clients a...
Events Checklist - different over due colors for different events
This would help us designate the overdue event to a specific person without overloading their emails. For example: Taxes and Abstracting both currently show up as red. It would be helpful if over due Taxes was red and Abstracting was blue. The per...