To be able to fill in information in a requirement or exception in the text description screen before hitting the arrow to move it over.
There are a lot of requirements that need information input into them, a sample is shown as circled on the attached screenshot. It would be super convenient and a time saver to be able to type the info in at that point before hitting the arrow to ...
To be able to stop scanned documents from being deleted
To have a button in back office that enables users from being able to delete documents scanned into the system. Much like the button that does not allow users to manage users or do other things. I heard a horror story that a disgruntled employee w...
Currently there is an option to add a column for notes but it is the whole file notes. I'd like to have the option to just show us if there are notes tagged to that specific event and when you click on it see those.
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...
It would be helpful if there was a box to click to indicate a party signing separately, and therefore would create separate closing documents when generating them.
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
7 months ago
in ClosingVue / New Features
1
Duplicate / Existing Functionality
Add Seller or Buyer to drop down menu for Closing Disclosure Maintenance in H. Other Costs
Sometimes we may collect escrow fees or other fees that will go to either Buyer or Seller after closing but we have to type in their names every time because they are not listed as an option in the rolodex. These fees are not being paid by Buyer t...