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
3 months ago
in ClosingVue / Enhancements
1
Duplicate / Existing Functionality
Don't wipe out policy screen info when changing underwriters
Oftentimes a policy screen is completed and you realize the proper underwriter wasn't picked by the processor. If you have all your endorsemens and upcharges entered and change it deletes everything. It would be extremely helpful and time saving t...
Adding a new company type to the Rolodex the Company drop down menu
Perhaps adding more company type selections for New Rolodex Company additions would come in handy for law firms, accountants, engineers, surveyors, architects, and other professional services i.e. Partnership, LLC etc
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 get an integration with Microsoft Outlook or Teams? A feature that would allow us to communicate in e-closing for incoming and outgoing messages without having to go to a separate email platform would be life-changing.
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, ...