To Include the Year in the Status Date Field on the Void/Stopped Withdrawals Report
The year is included in the Date Field, but not the Status field which when there are several items spanning over the course of a few years, a date including the year would be helpful.
Partner Services should be in Title Policy Information Screen
Partner Services will not let your order a title search until you toggle the switch on the Title Policy information Screen, so I find I am working ahead through screens just to go back to order the search under the Property Screen/Partner Services.
It's confusing having the seller name be one of the first names you see on the file where it's listed as the "current owner". Having the buyer/seller info and then the "current owner" line below it, like in e-closing, was less confusing.
The ability to void an old check and reissue on a closed file without having to open the file again and then close it. We close files before all checks have been cleared.
Guest
over 2 years ago
in E-Closing Core
1
Will Not Implement
Make file number a link to open the file in Escrow Accounting screens.
It would be nice if I could open a file by clicking on the file number listed in Check Register Query. This would save a lot of time, if we could click on the file number instead of copying and pasting or manually typing the file number in.
When you email it would be nice if we could do a quick preview of the attachments before clicking send. Currently we have to preview the attachment as a separate action - view on screen - and then go back in and email it.
It would be a great visual help to have the contrast increased on the whiteboard, there is currently very faint shading to help separate the file names, it is too faint.
You changed the toggle button on several screens to turn things on and off (for example on the title policy page to select lender policy). I believe it used to be green when you wanted a lender policy. Now it's just gray and darker gray. They are ...