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Status Feedback & Review
Workspace ClosingVue
Categories Enhancements
Created by Alicia Kimbrough
Created on Oct 16, 2024

Flow of entry process

When creating a new file, the Credit Information screen should be in the automatic flow of screens (save and continue) since it is used with every file.

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  • Alicia Kimbrough
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    Nov 18, 2024

    I would like to add that the Insurance information screen (that is a part of the intitial flow of a new file setup) is not essential since we normally do not have that information at the time of setting up a file. It is usually not obtained until closer to the actually closing date. Maybe they could be swapped in your flow.