Add more boxes for alternate names for Buyers/Sellers
Please add a place to put alternate names for Buyers and Sellers. For instance, if the Deed was conveyed to Jane Smith but she got married and is n/b/m Jane Doe.
Add Milestones/Groups to checklists (grouping checklist events)
The ability to organize checklist events in groups (ie. opening, ordering, processing, pre-closing, funding, etc.) with the ability to add "child" checklist events assigned to each group.
option to add other title company info for seller docs only preparation
sometimes, I prepare seller's documents only for closings being handled by another title company. I would like an option to add the other company's name (without changing my name on every file) so I can generate the seller's documents with the the...
It would be awesome if you could create customizable checklist categories to better organize checklist items. For example if a user could establish an Accounting category, checklist items such as "payoffs sent" could be nested under that category ...
i have default labels on the HUD/CD however, on the Back Office screen, you could make it so that there is a Rolodex button to pick the contact. Presently, my company name does not include an address from the default items. Nor does Proplogix. so ...
More than one portal user for LLCs and corporations
Right now there is an option for only one person in the LLC to be a portal user. IF there are 2 managers, etc only one can use the portal. There should be a way to make each person a portal user just like individual sellers can.
Is it possible to create a FIRPTA Withholding field (check box) that would then auto calculate the 15% of purchase price amount and put on CD similar to how the RE commissions work. This would not only make the process more efficient, it would eli...
Adding a credit from a third party to a refi CD using page 3 for use payoffs and payment sections
For refi loans with a credit coming in from a third party or a second loan there is no way to bring in that credit to the CD when using page 3 for use payoffs and payment sections which is the CD used by the lender. I am not able to match the lend...
Guest
about 5 years ago
in E-Closing Core
0
Future Consideration