Add a field for Transaction Fees on "Financial Info" Screen
A lot of brokerages charge additional fees to their sellers. Can this be implimented directly into the financial info screen? Otherwise we need to enter this data manually into the H. Other section on HUD-1 or CD. It would save additional steps an...
Tags for onstruction loan draw requests and endorsements
As construction progresses lender will advance addition funds up to the face amount of the construction loan. AS draws are taken the lender requests title updates and a draw endorsement which reflects basic information relating to the lender's pol...
It would be awesome if you could create customizable checklist categories to better organize checklist items. For example if a user could establish an Accounting category, checklist items such as "payoffs sent" could be nested under that category ...
We do numerous closings for the same clients. When we put the buyer/seller names in the file, the contact information, phone number, etc does not pop up. We have to re load everything.
More than one portal user for LLCs and corporations
Right now there is an option for only one person in the LLC to be a portal user. IF there are 2 managers, etc only one can use the portal. There should be a way to make each person a portal user just like individual sellers can.
When Construction Loan is Purpose, Change Page 3 of CD
When your Purpose on the Financial Information page under General Information is Construction, you should be able to change Page 3 of CD to Use Payoffs and Payments Section. Currently when I have a construction loan I have to choose Refinance as t...