Be able to deduct from a contact's fees if they are selected as paid by other
For example, if the agent is paying something as part of closing and it is in the paid by other column, that you have the option to deduct it from their commission. Right now it will create an incoming funds line in the ledger/register.
Hi we are reaching out to see if you have a timeline of when WFG should be integrated with E-Closing. When we signed up with e-closing we were under the impression it was expected to be fully integrated at the beginning of 2022. Please update an e...
I work with Builders/Sellers a lot and when it comes to HOA dues for these new construction homes I need to be able calculate and add HOA dues to the Buyer side only. Builder/Seller that build in new developments/subdivision do not pay HOA dues. O...
Pamela O'Steen
11 months ago
in ClosingVue
0
Feedback & Review
In the Title Policy Screen- Financial Information- Purpose- I would like it to autofill the refinance rate to avoid mistakes for post closing. If we are selecting it in that screen, we should be assuring the correct rate charged to the customer an...
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...
The logic / flow of the fields/data entry should be reordered: the first block should have the general info + Deposit instead of it buried down with the commission and agent. Not all transactions have agents or commission and deposit doesn't reall...
Ed Walker
about 1 year ago
in ClosingVue
0
Feedback & Review