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toggle button should be colored like before

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 ...
Elaine Volan almost 2 years ago in E-Closing Core / Enhancements 0 Will Not Implement

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 ...
Mary Margaret Stacy almost 2 years ago in E-Closing Core / Enhancements 1 Will Not Implement

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

Recording Fee

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

Portal Capability

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...
Guest almost 2 years ago in E-Closing Core / Closing Portal 0 Future Consideration

Need another option for non-borrowing buyers

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

Alert Note Paragraphs

The ability to create paragraphs in the Alerts would be fantastic.
Guest 12 months ago in ClosingVue / Enhancements 0 Feedback & Review

Admin Access To Rolodex

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...
Stephanie Billingsley almost 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

new order requests by realtors/lenders/clients

It would be very helpful for realtors and lenders to enter or upload new order requests into e-closing.
Guest almost 2 years ago in E-Closing Core / Enhancements 2 Duplicate / Existing Functionality