In Financial Information: Add a separate Rate Type for a loan that is both an Interest Only & Adjustable Rate loan
For files with 2 Interest Rate types, it would be helpful if clients were able to select those from the Financial Information screen. Currently you can select just one but in a case like where the Rate Type is both Adjustable and Interest Only, id...
When sending an email to multiple people in Closing Vue, the recipients should be able to see who else is also included in the email. Since a list (either of names or email addresses) is not included in the email, no one knows who received the ema...
Having one contact have multiple "categories" - for example, a law firm can also be a closing agent. Additionally, having a separate category for "Settlement Agent" or "Closing Agent" so that a vendor that is an attorney can also be a settlement a...
Can we get a quote generator so we can quickly and simply provide quotes for lenders and clients? We get multiple requests on a weekly basis and havinhg to create a dummy file to provide that is more tedious. Thank you!
Many agents are now on teams and usually list at least 2 brokers on a contract. The new assistant field is helpful, as the teams usually have a closing coordinator also, but it would also be helpful to be able to list a co-broker in a file.
Add note section in each tab. Either in addition to or instead of having notes in it's own tab that we have to leave a section and read through all the notes to find any updates. Having a note box in the tabs so we can quickly make notes to the cl...
Not a suggestion, but rather a problem with ordering title commitment orders through ClosingVue to Attorney's Title when there are multiple properties in 1 order. The Fund has not been receiving the additional property information. They do not rec...
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Feedback & Review
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Duplicate / Existing Functionality
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Feedback & Review
