Would like to be able to generate at least a blank document such as Satisfaction of Mortgage as many times the title commitment will call for a satisfaction of mortgage but its already been paid off, so we are not adding a payoff to the HUD. For w...
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
10 months ago
in ClosingVue / Enhancements
1
Duplicate / Existing Functionality
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
over 1 year ago
in E-Closing Core / New Features
1
Duplicate / Existing Functionality
Phone Number Extensions option for new contacts in rolodex
Having the option to add an extension number after adding in the phone number when creating a new contact would be extremely helpful with new LO's, or agents from larger realtor offices.
It would be awesome if there was a dropp down on the Subject line for email so that you could select a subject (such as the Property address or Borrower name). Or even a list you could create for each file.
It is often necessary to send multiple documents (e.g., title commitment docs and CPL). It would be nice is you could select multiple files from the Doc Mgmt screen to email to the same recipient.