Make the Copy from Property button, a radio button instead. If this “copy from property” field is selected for the borrower’s address the borrower's address gets greyed out and it points instead to the property information. This would be useful if...
Jason Storrings
6 months ago
in ClosingVue
0
Feedback & Review
Instead of having to check every single document have a click all button.
Also in the printing checks section. Have a click all for each section in each check.
It currently doesn't do all items.
Be able to deduct from a contact's fees if they are selected as paid by other
For example, if the agent is paying something as part of closing and it is in the paid by other column, that you have the option to deduct it from their commission. Right now it will create an incoming funds line in the ledger/register.
I work with Builders/Sellers a lot and when it comes to HOA dues for these new construction homes I need to be able calculate and add HOA dues to the Buyer side only. Builder/Seller that build in new developments/subdivision do not pay HOA dues. O...
Pamela O'Steen
11 months ago
in ClosingVue
0
Feedback & Review
In the Title Policy Screen- Financial Information- Purpose- I would like it to autofill the refinance rate to avoid mistakes for post closing. If we are selecting it in that screen, we should be assuring the correct rate charged to the customer an...
Contacts: Option to view Active Contacts by 1 category
I love the all contacts available in one list in the active list but at times when I'm trying to organize all our contacts. I would love to have the option to just see active for a specific category. Active Attorney list Active Brokers list ect. A...
The logic / flow of the fields/data entry should be reordered: the first block should have the general info + Deposit instead of it buried down with the commission and agent. Not all transactions have agents or commission and deposit doesn't reall...
Ed Walker
over 1 year ago
in ClosingVue
0
Feedback & Review