More roles should be eligible for portal access (e.g. attorney, loan closer). As title agents often communicate with seller's attorneys, being able to send documents and message to and from the portal is important. The workaround of adding those p...
click on heading to change sort order on search screen
I have several repeat clients I work with. When searching for a file, it would be helpful to be able to sort by date closed, town, etc. by clicking on the heading/categories.
Kelly Bergeron
2 months ago
in ClosingVue / Enhancements
1
Duplicate / Existing Functionality
Can you please allow the ability to change the HOA proration text to reflect the actual time frame? Currently, it's only showing as annual whereas we have many monthly, semi-annual, quarterly, etc dues since not all are annual.
Can we have a different color button that indicates that the file is balanced but there just remains consolidated checks/wires? I only do consolidated checks once a month and it would be nice to know my escrow is balanced after a close.
Please allow for an option to "lock" title insurance premiums once they have been manually calculated into Title Policy screen. In Minnesota, premiums above $1M are "negotiable", so we have to manually calculate those amounts. But after entering, ...
Your removal of auto calculated recording fees and taxes puts all of your users at risk. I see that your company stated in a former note that you will not reinstate the auto calculations. Could you at least do something to force the entry of somet...
Would you be able to add a quote generator to the Closing Vue Whiteboard? Kind of like the Title Capture one in Double Time? Currently, we have a dummy file opened; it would just be easier for a quick quote generator.
When downloading a document, it would be extremely helpful if it downloaded with the name of the document. For example, I name all uploaded documents but then when I download them it changes the name of the documents. Same when downloading a CD or...