The recording calculator on the closing disclosure maintenance screen needs a reset button. If I go in there and do calculations and then I delete something manually from section E...the fees do not come back automatically when I go in to recalcul...
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...
Instead of having to check every single document have a click all button.
Also in the printing checks section. Have a click all for each section in each check.
It currently doesn't do all items.
Quickbooks online is becoming the norm, so why is your software only compatible with the desktop version? (Which is becoming obsolete.) Is compatibility with QB online on the horizon?
It's all good to have all the parties during the transaction for the Lender but it also the post-closers that we have to deal with ... they should have a section for their information just like the processor, closer, funder, etc.
For the people who handle the escrow accounting, it would be great to have the application open (and return) directly to that screen once a file is selected.
Pre alloted line on CD/HUD for intangible tax to have that wording auto pull in on the proper line so it's not accidentally used.
If you are entering recording information on the CD or HUD prior to the loan information being received and use the I.Tax line, once the loan info is entered, the I.Tax won't pull in the CD or HUD. It would be nice if that line had preprinted word...
When you split a check, to be able to type in what you'd like to type in not have it pull from the check being split from.
Now, when you split a check it pulls in the info from the check it is being split from. If you change it, it changes it also on the original check. It would be extremely helpful to be able to type in the new payee and reference info separate from ...