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...
Is there a way to have the system flag us if a file is being setting up and the name or address has been flagged by the title insurance underwriters for fraud?
When you have a Trust or LLC as a Seller and there are 2 or more Trustees/Managers/Members- there should be an option to have an attorney drop down for each actual person. Not all Trustees retain the same Attorney to represent them at the closing.
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!
Real Estate Brokerage Contact should have separate payment address option like lender contacts
There are so many real estate brokerages that have a separate address to mail the commission checks to so it would be great if their contact had a payment address that populates onto the check like the lender contact.
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...
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