Add a field for Transaction Fees on "Financial Info" Screen
A lot of brokerages charge additional fees to their sellers. Can this be implimented directly into the financial info screen? Otherwise we need to enter this data manually into the H. Other section on HUD-1 or CD. It would save additional steps an...
Having option to group attachments as 1 PDF instead of individual documents when emailing.
If we had the option to group the documents we are sending, the email that they receive won't have a long list of attachments, and they will not miss any documents or our email to them.
Instead of having to scroll through all Rolodex entries to find one, an alphabet search option at the top of the page that would allow you to click on a letter and then take you to the first entry with that letter. For example if you click on 'R' ...
Document Management no longer showing if document was posted to a portal.
The Document Management screen in Closing Vue no longer shows if a document was posted to client's portal. Also, It would also be helpful to be able to delete a document that was posted in error to a portal without deleting if from the file.
On the title policy screen when you check the box for "refinance" which give a refinance rate the box should stay checked (there is no check mark when selected)so you know that you have the correct refinance rate.
If you didn't remember to check the box the amount of the policy premium is incorrect and borrower is overcharged.
Would like to be able to generate at least a blank document such as Satisfaction of Mortgage as many times the title commitment will call for a satisfaction of mortgage but its already been paid off, so we are not adding a payoff to the HUD. For w...