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...
Now to view contact list requires 3 clicks as opposed to the way it was for the past 4 or more years
Whoever thought that now having to click three times just to display your contacts was a good idea or that it would help "speed up" slow people needs to go back and think about good user design. Now I have to click contacts > select status then...
In individual party info the system has the option to include if the individual is deceased. When cutting/issuing checks, would be great if system asks if the user wants to include the "deceased" individual on the check or leave them off; We have ...
On the Consolidated Checks screen, provide the ability to select or de-select all entries for a particular payee.
Sometimes I have many Consolidated Checks building but only need to print one (most often recording fees). I have to de-select all checks and then click the box next to each and every entry for the recording fee check. It would be much easier if t...
Could you include the Escrow Account Type in the Escrow Account Screen to toggle between Manual and Automatic? This would be helpful as we now need to leave the accounting screen, back to the file screen, open the general information screen, chang...
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
8 months ago
in ClosingVue / New Features
1
Duplicate / Existing Functionality
Preferred mode of communication option for buyers/sellers
Add a check box on how clients (buyer/seller) prefer to be communicated with. Email, phone, text? This will allow us to serve our customers based on their preference.