In the buyer section when you select individual, the only options we can select "primary" or "co borrower", both options indicate they are going on the loan, maybe add a 3rd option as "non borrowing, buyer" ?
Gayle Hurst
10 months ago
in ClosingVue / Enhancements
1
Duplicate / Existing Functionality
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.
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.
Allow Buyer/Seller/Realtors to provide their information thru the Portal
It would be nice if we can have the buyers/sellers/realtors fill out/update their contact information, commissions, vesting information, etc. through the portal so it populates directly to our system. Kind of like a questionnaire they can fill out...
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 ...
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.
Put hotlink to the insurance screen + loan screen on the CD / HUD
Put hotlink to the insurance screen + loan screen on the CD / HUD. If you're working on a CD / HUD, why force the user to navigate to the screens manually. Once the user gets there, they have to navigate back anyway, why not make one of the trips ...