More roles should be eligible for portal access (e.g. attorney, loan closer). As title agents often communicate with seller's attorneys, being able to send documents and message to and from the portal is important. The workaround of adding those p...
Please allow us to add buyer commissions in the same area as seller commissions. This is more common than ever, and we have to add it as a payoff. It creates some confusion because these fees show up in a different section on the CD. Also, create ...
Is there anyway that we can have a field for an alert where if we input a particular name and/or address it will pop up that we've gotten Company Wide Alert as to Fraud or Some Problem for DO NOT INSURE said name/address??
Please allow for spouses names to generate on one 1099S form for signature with the primary SSN as the only one listed, rather than generating a separate form for the spouse showing $0. In Doubletime, there was a box to check to "include spouse" o...
Is there a way to have the system flag us if a file is being setting up and the name or address has been flagged by the title insurance underwriters for fraud?
When you have a Trust or LLC as a Seller and there are 2 or more Trustees/Managers/Members- there should be an option to have an attorney drop down for each actual person. Not all Trustees retain the same Attorney to represent them at the closing.
In Financial Information: Add a separate Rate Type for a loan that is both an Interest Only & Adjustable Rate loan
For files with 2 Interest Rate types, it would be helpful if clients were able to select those from the Financial Information screen. Currently you can select just one but in a case like where the Rate Type is both Adjustable and Interest Only, id...
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