I want to be able to lock a file. make it to where I am the only one that can edit anything but others can still go in to see the file and find out what is going on with that file.
It would be very helpful to add a business name from the CD data entry page rather than to have to stop what I'm doing and go into contacts. The data entry is not always available when setting up new transaction file and changes frequently. I find...
Printing Exceptions for Title Commitment with a "SELECT ALL" button
We keep a paper file of every exception. It would be easier and more time effective to have a SELECT ALL button to print out title commitment and its attachments instead of printing them individually. Especially when there are quite a few document...
A client intake form would allow a buyer/seller to enter all their information (names, addresses, payoffs, preferred closing date, closing location, etc, etc) into a form (in the portal?). All this data then be merged into a file.
Transfer information from the Seller Information screen to Schedule A-Title Vested In
To save time and money, I would like to see if we can transfer information from the Seller Information screen to Schedule A-Title Vested In- Commitment screen so we do not have to enter this information twice.
I would like for the process of doing prorations to flow from the worrksheets to the Settlement Statement so that I do not have to go in and out of the HUD maintenance platform all the time to check the input and math.
It would be helpful if the Bar Code Cover Page indicated whether or not the emails were being sent password protected. I scan Seller Docs To Be Signed with a cover page that includes email delivery to seller attorney/paralegal. If the package cont...
Update tax prorations to be credited to seller or buyer
Currently the only option for prorating taxes is to credit the buyer and charge the seller. In our county, when a tax parcel is split during the year, the seller is still responsible for the current year taxes, so the credit needs to go to the sel...
Tammy Rush
7 months ago
in ClosingVue / Enhancements
1
Duplicate / Existing Functionality
expand or be able to adjust the columns on the contact screen so you can see the entire name
On the Contacts/Rolodex tab if the name of the lender (for example) is really long you can only see part of it, as in the example below. We have several lenders that use Equity Trust Company, so we need to be able to see the entire name. Example: ...