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Enhancements

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Rolodex

If possible can we fix the rolodex to have the realtors name in alphabetical order under there last name , some have the first name in alphabetical order and some in last. ( see below )
Guest about 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

buyer's forwarding address should populate deed

If the buyer is going to live in the property then their forwarding address in the buyer info page should populate to the deed, not the current address
Elaine Volan 10 months ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Drafting docs within CV

Be able to edit WORD documents within E-Closing instead of having to download to the local system, edit, save then upload again into CV.
Arilee Ortiz 10 months ago in E-Closing Core / Enhancements 4 Duplicate / Existing Functionality

Having option to group attachments as 1 PDF instead of individual documents when emailing.

If we had the option to group the documents we are sending, the email that they receive won't have a long list of attachments, and they will not miss any documents or our email to them.
Kim Smith over 2 years ago in E-Closing Core / Enhancements 4 Duplicate / Existing Functionality

Contacts to carry through whole system

We do numerous closings for the same clients. When we put the buyer/seller names in the file, the contact information, phone number, etc does not pop up. We have to re load everything.
Guest over 1 year ago in E-Closing Core / Enhancements 3 Duplicate / Existing Functionality

When Construction Loan is Purpose, Change Page 3 of CD

When your Purpose on the Financial Information page under General Information is Construction, you should be able to change Page 3 of CD to Use Payoffs and Payments Section. Currently when I have a construction loan I have to choose Refinance as t...
Guest 12 months ago in E-Closing Core / Enhancements 2 Duplicate / Existing Functionality

Put a message tab on the file dashboard. This will allow us to see all incoming and outgoing messages in the file rather than going to a global inbox.

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Guest about 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Alphabet search bar on rolodex

Instead of having to scroll through all Rolodex entries to find one, an alphabet search option at the top of the page that would allow you to click on a letter and then take you to the first entry with that letter. For example if you click on 'R' ...
Sara Houghton about 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

On the title policy screen when you check the box for "refinance" which give a refinance rate the box should stay checked (there is no check mark when selected)so you know that you have the correct refinance rate.

If you didn't remember to check the box the amount of the policy premium is incorrect and borrower is overcharged.
Guest over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Reverse Mortages

Have an option to select "Reverse Mortgage" under Purpose in Lender Info. Page
Guest over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality