It would be so helpful to be able to search files by the loan number that are given by the lender because a lot of lenders send wires or email & only provide that information.
Victoria Janni
3 months ago
in ClosingVue / Enhancements
0
Duplicate / Existing Functionality
Pulling over the Mortgage/Assignment information entered in the Payoff/Payment tab onto the title
This is useful as currently we are required to re-enter all of the same information and sometimes there are multiple mortgages and multiple assignments. This is time consuming and the change to make an error are increased and increases liability. ...
There are occasions when we need to rearrange the Borrowers. The designation of Primary Borrower does not locate that Borrower as the first signor. It would save a huge amount of time by allowing us to arrange the Borrowers by Drag and Drop.
Many Realtors use Transaction Coordinators, and these are often the point of contact. There is a place to add Assistant, however, in the Rolodex there is no Transaction Coordinator in the pull down menu.
Have School Tax proration pull to HUD/CD and Escrow
Certain regions require school tax to pull onto the CD/HUD and Escrow. Currently all school tax prorations calculate correctly, but do not pull to settlement statements. These are required taxes, resulting in adding manually to each file.