Search by "Listing Broker/Agent" and "Selling Broker/Agent"
When a listing agent or selling agent calls to discuss their open files, it would be helpful to be able to search by broker/agent so that we can quickly pull up their files without having to ask for a property address, seller/buyer name, etc. Alth...
HUD-top of page info seen from HUD maintenance screen
When using a CD, we can view the information at the top to verify its accuracy, however, when using a HUD, it is not there to view. You must go print/view the HUD from the Document Management screen to verify its accuracy.
Alicia Kimbrough
over 1 year ago
in ClosingVue
0
Planned
Documents should be updated automatically with updated information entered into the system. For example, if a borrower is added or removed the documents already drafted would have the updated information automatically transferred. At the moment, w...
Prospective buyers and borrowers frequently request title quotes before deciding which title company to use. It appears that e-closing does not have a category that is suitable for these title quotes. So it would be helpful to have a pre-CD or tit...
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 ...
I totally agree that E-signing is definitely need with this program and would add to the value. Whatever you can do within the program contributes to contributes to the ability to process a file quickly and efficiently.