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
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.
I would like to see TBD added to the file somewhere where it will pull onto the Title, Schedule A #2 along with the TBD verbiage. There is not a place to add this where it will pull this information in to avoid having to use word which allows for ...
We enter in contacts for all our clients (buyers/sellers/brokers/agents). We should be able to store this data directly to a CRM for marketing or education. the ability to send an email out to all or a select group would be very beneficial.