Block out the "issue policy jacket" and not make it active until the commitment jacket is issued. ESPECIALLY for The Fund. It's extremely inconvenient to void jackets, then duplicate files just to issue new jackets.
Updated summary: Would like to be able to add notes to each contact/tab so you don't have to sort through the notes on file summary. There are three phases of a file here. It would be helpful to be able to have a check list for each phase.
The file number, name of the page and account info should remain at the top of the screen when scrolling down.
It's helpful to see what page you're on so you don't have to scroll all the way back up to the top. Currently the menu bar (File/Contacts/Escrow Mgmt/Back Office) remains visible but not the name of the page you're on.
When we are signing into portals most times they require the zip codes. Sometimes being able to have it on the whiteboard would make it so much easier than having to click on the actual file.
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 the ability to customize normal signatures but would like to customize 1031 Exchange signatures. Please see example below. “Read and Approved” _________________________________________ Test Exchange Company, LLC. By: Authorized Signature Name
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