Account number listed at the top of the screen and Print Check is at the bottom. I select the check(s) that I need to print ( I end up at the bottom of the screen) I have to scroll to the top to make sure I grab the correct checks for that account...
Add a feature that will help us send text notifications to our customers about our steps in the closing process. This will help them forecast the process and decrease the number of calls we get on a daily basis to prompt or follow up on progress.
It would be helpful to have a place where deadlines could be calendared, such as deposit due dates, end of inspection periods, due dates for title commitment, and the loan approval deadline.
Donald Walters
5 months ago
in ClosingVue / New Features
1
Duplicate / Existing Functionality
Auto Calculation of 1031 payment to intermediary in 1031 sale
Why not make a check box that automatically makes a line item payoff to the QI for sales of 1031 that way if the cash to seller changes it auto updates.
Add ability to save entire folder of documents imported from The FUND
We save all files on our server as an electronic file and the ability to save the entire folder of the documents that come over/import from The Fund would be helpful, as having to view and save each individual document can be time consuming when f...
Add option on title page for selecting who pays for endorsements. Be able to select buyer or seller expense.
Currently, it does not give you the option to select who pays for the endorsements on the owner's policy. For example, the owner may pay for the basic OTP, but it may be the buyer's expense if an endorsement on the OTP is wanted or needed.
View Documents before Generation or Document Package Creation
Would be more efficient to be able to preview the documents saved in the closing vue system (Not within a file) so that when we create the document packages we can make sure that the document is the correct one that we need for the file without ha...
Instead of lumping all buyers and all sellers to be able to access documents, we need to specify which seller and which buyer can access the documents. If there is sensitive information on the documents that the other party does not want released ...