Skip to Main Content
 
ADD A NEW IDEA

Closing Portal

Showing 7

Deed Clauses

Add deed clause options on the seller Information tab.
Arilee Ortiz 12 months ago in E-Closing Core / Closing Portal 3 Implemented

Miscellaneous User for the Portal

We have files where there is a separate contact related to that particular file only that is not a buyer, seller or realtor, but needs access to the portal. He is not an employee of our company, but a business contact on certain files of ours. We ...
Guest almost 3 years ago in E-Closing Core / Closing Portal 1 Implemented

Add field to File Summary page so multiple contacts can be added in Attorney/Paralegal field.

Only one contact for Attorney/Title company for sellers and buyers shows, which we have to toggle over to the Borrower/Seller Information pages to see who else should be included in communications (and then only the attorney and paralegal is showi...
Guest over 1 year ago in E-Closing Core / Closing Portal 4 Implemented

Sorting Scanned/Saved Documents

In the Documents, Documents Management screen under Scanned/Saved Documents it would be helpful if you could sort multiple ways, i.e., alphabetical and by date. Is this something that could be implemented?
Debbie about 2 years ago in E-Closing Core / Closing Portal 0 Implemented

Attorney Portal Access

we should be able to upload documents to client's attorney into the portal.
Guest about 4 years ago in E-Closing Core / Closing Portal 2 Implemented

Search Bar in each Rolodex category

We need a search bar. We have a lot of contacts under Lenders and Brokers. Being able to just search the name of the category and/or a specific person would make it so much easier and quicker.
Guest over 3 years ago in E-Closing Core / Closing Portal 0 Implemented

Add the ability to add agents as a portal user instead of having to go to the Rolodex to add them

No description provided
Guest over 3 years ago in E-Closing Core / Closing Portal 0 Implemented