When first opening the file it would be great if we could just enter a bunch of names under buyer/seller - Kinda of like the "Bulk Action" in the PAYOFF tab. Sometimes there are 3+ buyers/sellers and it would be a lot easier when first setting up ...
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
4 months ago
in ClosingVue
0
Feedback & Review
Can we please have the option to add multiple signatories to Buyer/Seller Entities? As of now, we have to build in word, or use the + workaround, but the next time we close with the same client we have to re-enter everything.
Cherise Litz
8 months ago
in ClosingVue / Enhancements
1
Duplicate / Existing Functionality
a choice of a percentage or a dollar amount for Lender's Origination fee in the work flow.
I deal with many lenders who use a set dollar amount instead of a percentage. I would make things easier if than could be put in the financial screen rather than Manually on the CD.
When choosing a monthly proration, it would be nice to enter the monthly fee and have it copy that amount to the 12 fields. Instead we often have to do a bit of math, enter the total and then it is divided by 12 to the fields. We are often sent th...
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...
In the Scanned/Saved Documents section we are creating folders for different items to keep track of all the emails and whatnot that pertain to that item (i.e. Lender Documents.) It would be useful to us to be able to create a Sub Folder inside the...