Can a hyperlink be created that would allow for me to click on name (i.e. lender, broker) in order to pull up their contact information? Presently, you have to go to contacts, search, find the contact and then update.
It will allow me to update contacts more effectively, and MUCH more quickly/easily.
Please provide option to add witnesses for select documents. Usually only needed for deed and POA and a lot of work to go back and delete for rest of docs.
Fraud alert - it would be great if when we get Fraud alerts from our underwriters, if there was a way to input names and addresses somewhere in the system that would give a warning alert if we try to open a file with those names or addresses.
Please add a select all or check all button to select items in the document management folder. The exceptions to the title commitments can have upwards of 40 items and right now we have to individually select each item.
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Guest
3 months ago
in ClosingVue
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Feedback & Review
Have the option to merge docs as separate attachments at the same time.
Right now, when you merge/create docs you can only merge multiple documents as one attachment. It would be much better if we had the option to merge documents as individual documents at the same time in addition to one combined doc. Most lenders w...
On the Credit Information tab, you can only enter a dollar amount. Can you add an option to select a percentage or dollar amount and have system calculate % amount based on purchase price? The option I am looking for is currently used for Commissi...
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Planned
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Feedback & Review
