When adding Endorsements to the Title Policy screen, it would be helpful if those would be itemized separately on the CD / ALTA. We would still need remittance to be calculated on the total Title Insurance + Endorsement Fees, though.
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.
Add the number of checks needed to the print check screen
Add the number of checks needed to the print check screen near the starting check #. This would make it easier to know how many checks to pull from the check safe and confirm the next check number on the simultaneously to reduce errors.
We have a few mortgage brokers who also lend and vise versa. It would be great if we didn't have to create a whole separate contact list for these with all the same contacts.
I would also like to add to your list of upcoming things to add to EC = Email templates. These would make life so much easier to just be able to click a button with the email that we start and choose a template that we need
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...
When creating a new file, the Credit Information screen should be in the automatic flow of screens (save and continue) since it is used with every file.
1
Planned
1
Planned
1
Feedback & Review
