To Include the Year in the Status Date Field on the Void/Stopped Withdrawals Report
The year is included in the Date Field, but not the Status field which when there are several items spanning over the course of a few years, a date including the year would be helpful.
Phone Number Extensions option for new contacts in rolodex
Having the option to add an extension number after adding in the phone number when creating a new contact would be extremely helpful with new LO's, or agents from larger realtor offices.
Make reconciliation check section easier to check off
There's is too much space between the check box and the amounts of the checks. Make the description section shorter to make it easier to verify amounts with check numbers.
It would be awesome if there was a dropp down on the Subject line for email so that you could select a subject (such as the Property address or Borrower name). Or even a list you could create for each file.
In PA we pay taxes to induvial tax collectors and not large organizations. This would allow the check to print correctly without having to adjust the payee everytime.
Guest
over 2 years ago
in E-Closing Core
1
Will Not Implement
It is often necessary to send multiple documents (e.g., title commitment docs and CPL). It would be nice is you could select multiple files from the Doc Mgmt screen to email to the same recipient.
Fix for issue when selecting a checklist on Create File screen
If a user selects a checklist on the Create File screen, then any events that are based upon the closing date will not appear because the actual closing date cannot be entered until a user gets to the Financial screen. If a closing date is then en...