Quick Audit Suggestions

Donna Niksich

July 30, 2017 18:53

The new feature is great. A few suggestions:

Allow the ability to enlarge a document.

Allow the ability to close and archive from the quick audit.

Allow the ability to write a comment to the TC or agent without rejecting the document.

Thank you.

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6 comments

Official comment
Prod Squad

August 01, 2017 16:40
Hi Donna,

Thank you so much for the feedback! Those are great suggestions and we are currently working on adding the ability to enlarge the document and close & archive. Additionally, you'll be able to cancel the file too should you have the need to!

You can leave a comment currently by clicking on the checklist item, then clicking Comments on the right side of the screen. No need to reject.

Thanks Donna, glad you're enjoying it.
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Jsolis

August 04, 2017 16:35
It would be nice to be able to see the commission information on the quick audit screen.
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Donna Niksich

August 04, 2017 18:49
Thought of another enhancement. The ability to rotate documents (at times they're scanned in sideways). Thank you
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Prod Squad

August 21, 2017 21:10
Donna,

Great idea. You'll see this out in the next 2 weeks! Let us know what else you've got for Quick Audit!
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Fred Tazartes

September 08, 2017 21:11
In Quick Audit, can we include files that are closed but not archived. I close a file when it closed in escrow, however sometime there are few documents still missing, and I make sure we are all green before I archive.

Thanks
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Fred Tazartes

September 08, 2017 21:13
Another wish list, can we have the archive button on the transaction screen, sort of like the "Escrow is Now Closed" button.

This will only show if it is closed but not archived.
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