It would be great if you could drop files into folders on the File Summary Screen rather just into the general file and then going to Document Management - Generate Documents - move to the appropriate folder in the file
Simplifle recording data go directly into a document folder in the file
When I use simplifle through eclosing, recorded documents, page 1 of recorded documents for every doc recorded show up in the documents section. This can be between 2 - 18 extra documents. Can they be automatically routed into a specific subfolder?
for some reason the buyer and seller information section is VERY slow to populate when switching from one screen to another. Can this be programed to show up instantly like all other sections?
In ClosingVue - When you click on new note, could cursor auto go into notes box that pops up like in E-clsoings please.
In ClosingVue - When you click on "new note", could you make it so that the cursor auto goes into notes box that pops up like in E-clsoings so you can just start typing the note? Thanks so much!!
We think it would be helpful to extract or filter files by real estate agent. We try to keep our agents updates with their transactions and being able to pull files based on which agent would be very helpful and efficient.
when you create a file this information should autofill into the property and borrower tabs. also there should be a way to select if you have a repeat buyer and auto fill their contact information
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Implemented
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Implemented
