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Enhancements

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Select multiple documents to generate as separate pdf files

It would be great to be able to select multiple documents from a document set but instead of them generating as one pdf it would be able to be selected to generate as separate pdf's for each document selected
Guest almost 4 years ago in E-Closing Core / Enhancements 1 Implemented

Alert to save

It would be useful to receive an alert when leaving the closing statement if data has changed but the screen has not been updated. Or, in the alternative, have an automatic update every minute or so. This would prevent everyone from losing data fo...
Guest almost 4 years ago in E-Closing Core / Enhancements 1 Implemented

modification of documents already saved to e-closing

It would be great to modify a word document that is already saved to e-closing without having to save it to my desktop as a separate file and then drag it back into e-closing and save it again.
Guest over 4 years ago in E-Closing Core / Enhancements 0 Implemented

Add Paralegal contact information to the main screen

Most Attorney's do not handle their own files, usually a Paralegal handles the transaction. While there is the ability to add a Paralegal to the Rolodex, this information does not populate on the main screen.
Guest over 3 years ago in E-Closing Core / Enhancements / New Features 3 Implemented

Move 1099-S Yes or No from Financial Page to Seller Page

I go to Seller Page to put in SS# and forwarding address, then have to go to Financial Page to click on Yes or No for 1099S filing. Would be beneficial to have on Seller Page as it only actually to the Seller.
Guest over 4 years ago in E-Closing Core / Enhancements 0 Implemented

Staying in Company in Rolodex

When I'm entering multiple people to a company, it would be useful to stay inside a company's Rolodex entry so I don't have to keep searching the company to add more people to it.
Guest about 4 years ago in E-Closing Core / Enhancements 0 Implemented

Auto-calculate seller proceeds checks based on % in seller info screen

If there are multiple sellers in a file, each getting different %'s, it only generates one seller proceeds check in Escrow Accounting. I do know the trick to click on split disbursement, and put in the % code, but I can only split off of the total...
Guest about 5 years ago in E-Closing Core / Enhancements 1 Implemented

HOA proration screen add a place for description instead of standard

I often change the description of the standard HOA payment and I have to change it in two places for it to show on CD and escrow check.
Debra Mummaw over 1 year ago in E-Closing Core / Enhancements 0 Implemented

When there are multiple sellers, ability to have software automatically generate seperate seller checks

1099s are issued based on % of Seller ownership in properties, so why can't there be an option to have Seller net proceeds automatically issue checks in that same percentage? Its a pain to redo the checks in escrow accounting if the numbers on a s...
Guest over 4 years ago in E-Closing Core / Enhancements 0 Implemented

BarCodes

It would be very helpful if multiple barcodes could be added to a document package. We use separate barcodes for buyers, sellers, lenders and the ability to print them all along with the documents would be great.
Guest almost 4 years ago in E-Closing Core / Enhancements 1 Implemented