when we open a file now, with the new Financial screen, it auto populates a time of closing, and because we do not have a closing time this early, it clutters the whiteboard with erroneous information.
Add output option (to select who can see this) to Upload file under documents
It would be beneficial to be able to select who can see the uploaded files. That way, I could for example upload a survey and select buyer and buyer's realtor and it would send them an email saying there is a document for review and they can see i...
Guest
almost 3 years ago
in E-Closing Core
0
Implemented
Please correct the identification of the parties' real estate agents. In the standard Florida sales agreement, the seller's agent is identified as "the listing agent", and the buyer's agent is identified as "the cooperating agent".
Guest
almost 3 years ago
in E-Closing Core
2
Implemented
When adding multiple parties and their email addresses into the seller info screen (ie the Seller's Attorney and their paralegal), it would be useful to display both email addresses on the file summary screen to alert everyone working on that file...
Guest
almost 3 years ago
in E-Closing Core
1
Implemented
When you have more than 4 party in a transaction and you need to record the deed, you pay $0.50 index fee to the county. It is not a matter of money, but it messes up the entire accounting! Please add an option to declare the number of parties sig...
This is very helpful to have the attorney assigned to this file on the escrow detail so we know how to bill the client. Each attorney has a hourly rate and the accountant is so extremely busy that it takes time away for her to go look up the attorney
TITLE COMMITMENT INFORMATION - please change layout - too much on first horizontal level
Please reconfigure the layout on the title commitment information screen. The reason is that when the window is slightly compressed, the "SELECT TEXT DESCRIPTION" lines wrap and it becomes extremely difficult to understand which option is selected...