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Enhancements

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Financial Info - Searchable by Contacts

Allow for the Real Estate Company, Lender, and Mortgage Broker Contacts to be searchable by contact name, prior to entering a company name.
Guest 9 months ago in E-Closing Core / Enhancements 0 Feedback & Review

Electronically Marked up Commitment

It would be amazing if we had the ability to link the "Action" dropdown to the final policy or Text Description fields. So that if the "Action" field of an encumbrance or exception is not adjusted, then it pulls through to the final policy/text de...
Guest over 2 years ago in E-Closing Core / Enhancements 1 Feedback & Review

Fix dates for rents collected proration

When I input rents collected, the dates that populate to the description on my ALTA Settlement Statement are not correct. I have a closing August 31 and the description that populates from the Proration Module is "Rent Collected 09/01/2022 to 08/3...
Davina Carroll over 1 year ago in E-Closing Core / Enhancements 0 Feedback & Review

Fix for issue when selecting a checklist on Create File screen

If a user selects a checklist on the Create File screen, then any events that are based upon the closing date will not appear because the actual closing date cannot be entered until a user gets to the Financial screen. If a closing date is then en...
Guest almost 2 years ago in E-Closing Core / Enhancements 1 Feedback & Review