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 ...
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 ...
Mary Margaret Stacy
almost 2 years ago
in ClosingVue / Enhancements
0
Future Consideration
Closing Vue - Put file upload area in the new menu bar (on right of screen)
Why not put a file upload area in the right menu bar? This way you don't have to navigate to another screen to upload your file without having to navigate back to the screen to finish what you're working on. In other words, a lot of the time, the ...
Jacket/Policy Type should map--> to the commitment!
Commitments are issued specific to the policy type being issued. There are basically 2 owner policies and 3 loan policies. The owner types are the "owners" + "homeowners". The lender types are the "lenders" ("long form") + "short form" + "short fo...
Mary Margaret Stacy
almost 2 years ago
in E-Closing Core / New Features
1
Duplicate / Existing Functionality
In recording section you can add "additional documents". A line item should be added on the settlement statement reflecting that document instead of lumping the fee in the deed recording fee.
Arilee Ortiz
almost 2 years ago
in E-Closing Core
1
Will Not Implement
I think it would be of great value to add the capability for all parties in the transaction to be able to login and quickly answer all the necessary information. Of course you can upload a word doc with the questions and the party to the transacti...
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
12 months ago
in ClosingVue / Enhancements
1
Duplicate / Existing Functionality
We are in the process of cleaning up our rolodex. I currently have to go entry by entry in the contacts screen and it is very cumbersome. I am wondering if you would be able to add an ability to select and alter, delete or archive multiple entries...