Adding "Additional Fees" section from realtor in financial information screen so it populates to HUD
Adding "Additional Fees" section from realtor in financial information screen so it automatically generates onto HUD, instead of having to manually enter into HUD.
Setting up HUD and CD defaults should be much easier. We should be able to create a set of defaults and have it work properly, without having to worry about what defaults there were previously and how those defaults get pulled in and could make du...
Listing and Selling Agent fields on Financial Screen
It would be great if we could search for agents by their license # as they switch companies all the time especially when you have tons of entries forfirms like Keller Williams and Berkshire Hathaway and you have no go thru all of them to find a pa...
It would be nice to be able to edit the subject line of emails being generated through e-closing. About 50% of recipients that received this mail dont open it because they think it's spam. OR it is automatically put into their spam folder. I spend...
When making changes to HUD defaults, the changes are retroactive, and affect all the open files, it would be less confusing and more effective and efficient to have the Defaults 'freeze' once a HUD or CD is created in a file.
We need a clear way for the Closer to see that a transaction is a Mail Away. Often this information is obtained early on, and when placed in Notes, the Note gets pushed to the bottom of the list.
Add a Field to the file dashboard for important information
If there is Probate, or if a Buyer or Seller is in a foreign Country, or some other situation that complicates a file, a clear alert needs to show next to the Seller or Buyer on the dashboard, alerting the Closer.