Add % of ownership for multiple borrowers/buyers in a purchase sale transaction (like it exists in the seller section).
This would be helpful when generating the documents to automatically reflect the % of ownership of each buyer (especially in the Warranty Deed) so that no manual entry is needed.
Allow for inputting of legal descriptions for additional properties
Currently Closing Vue only provides an area for the legal description under the Primary Property. It would be great if legals could be inputted for additional properties as well. Also great would be tags for those additional legal descriptions.
IN HOA Proration - Semi Annual - be able to choose the payment dates, not all are Jan/July
Sometimes an HOA will have dues due semi-annual, due months other than Jan/July - if we could choose the payment dates, the proration would be accurate and not have to be overwritten
Please add the refresh button to each page. It is very inconvenient for the updated information to not transfer when working on a file, OR make the save button refresh.
Can we have the ability to choose who goes on the CPL?
If we have two buyers but only one is going on the loan, there is no way to remove the one that is a non borrowing buyer. Can we have an option to "deselect" a buyer if needed? This may also have something to do with the options under the buyer ta...
On the Seller screen in the title drop down for how title is held can you add OTHER or CONSERVATOR so we don't have to go through and edit ever closing document in Word format.
It would be helpful so that we don't have to go through every closing document we print and edit in word. I had property held in a conservatorship and changing every document in a word format to add Conservator is time consuming.
Add a tab on the home screen to open an overall check register. I want to be able to see all checks posted for every file and every bank all on one page.
It would be very helpful to add a business name from the CD data entry page rather than to have to stop what I'm doing and go into contacts. The data entry is not always available when setting up new transaction file and changes frequently. I find...
Events Schedule Date Triggered by Previous Event Completed
For event checklist, add an additional option type for Schedule basis (start) and Completion basis (due) date to something like Prior Event Completed. The idea is to add an event once another event has been completed and calculate the due date bas...