Skip to Main Content
 
Status Feedback & Review
Workspace ClosingVue
Categories Enhancements
Created by Guest
Created on May 21, 2024

Option to automatic populate party info when adding disbursement

When adding a disbursement (+) in escrow mngt, would be great if had option to pull all info from a party to the file and/or database to automatically populate the check info.

When have a file cancelled and returning deposit to buyer, currently have to go back and forth between buyer info and the check info to type in party info on the check

  • Attach files