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Closing Portal

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Select Order for Closing Signors

It would be extremely helpful if we were able to SIMPLY move (i.e. drag & drop) the Borrower's/Guarantors into the Order we want/need the document signed.
Guest over 3 years ago in E-Closing Core / Closing Portal 0 Future Consideration

Sent Email Failed Notification

Message or notification for when you generate an email through E-closing and the recipient's email address is incorrect or doesn't exist.
Guest about 3 years ago in E-Closing Core / Closing Portal 1 Will Not Implement

COMMISSION BASED on GROSS PRICE

Please add an option to reflect the commission amounts based on the GROSS purchase price when there is a closing cost credit.
Guest over 1 year ago in E-Closing Core / Closing Portal 2 Will Not Implement

Generating Documents

Would like to able to select multiple documents but also generate them separately in PDF or Word
Arilee Ortiz about 1 year ago in E-Closing Core / Closing Portal 0 Future Consideration

Portal App

Has there been any consideration of making an e-closing app for the portal users?
Guest about 2 years ago in E-Closing Core / Closing Portal 1 Will Not Implement

Add a field for Transaction Fees on "Financial Info" Screen

A lot of brokerages charge additional fees to their sellers. Can this be implimented directly into the financial info screen? Otherwise we need to enter this data manually into the H. Other section on HUD-1 or CD. It would save additional steps an...
Guest about 2 years ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Client Portal

Please look into making the closing portal for users more user friendly. at the moment it really does not work much. There should be the following added: if our title co does not represent both seller and buyer who does? closing date sections for ...
hilda lopez 11 months ago in E-Closing Core / Closing Portal 2 Planned

Allow CD Screen to be zoomed in on without distorting CD

Currently, when you zoom in to 125 or 150% on the CD screen in e-closing, it distorts the view and functionality of the CD itself. I don't have the best vision, so at 100% normal zoom, the numbers are extremely difficult to read. The "Classic" E-c...
Guest over 1 year ago in E-Closing Core / Closing Portal 1 Future Consideration

Auto reminder emails and direct doc upload from reminder email

When requesting info from clients, to piggy back off the events menu. Sending out auto emails until request received saying something like "We are still in need of your Real Estate Commission. Please click on the tab to upload the document". Also ...
Jason Horr almost 2 years ago in E-Closing Core / Closing Portal 2 Future Consideration

Trust- multiple SSN fields

It would be great to be able to assign SSN information for each individual in the trust if there is no Trust EIN.
Diana Leach 9 months ago in E-Closing Core / Closing Portal 0 Feedback & Review