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PINNED Add a notification when you recieve an Order in the notifications section
When you receive an order back from the underwriter, lien search or other vendor, a notification should show in e-closing. Right now, we only get an email, which is good but shouldn't it be inside e-closing as well?

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Showing 560 of 560
238 VOTE

Populate closing dates from E-closing whiteboard directly to Outlook calendar so if closing date changes, the Outlook calendar is updated

We use outlook calendar for client meetings and closings. Sometimes we forget to update the Outlook calendar (one extra thing to think about) when closing dates change. We could avoid scheduling conflicts if E-closings could update our calendar.
Guest over 4 years ago in E-Closing Connect / Integrations 7 Future Consideration
204 VOTE

Pop up Rolodex from File Screen

Rather than leaving file screen to go to rolodex in order to update information. If we click on the name, the rolodex entry should pop-up on the screen an allow us to create or update an entry from there.
Guest almost 4 years ago in ClosingVue 2 Planned
185 VOTE

Rolodex - Duplicate Prevention/Cleanup

It's very easy to create a new rolodex contact/company using the "New" buttons on Financial Info and Lender Info screens, but there's no duplicate prevention. And cleaning up duplicate contacts is only possible manually, one entry at a time. The m...
Guest over 3 years ago in E-Closing Core / Enhancements 1 Future Consideration
130 VOTE

Integrate personal email

Please integrate personal email into the sytem so it shows on the exchange network and shows clients the emial is coming from us and not a sytem
Guest almost 4 years ago in E-Closing Connect 0 Planned
120 VOTE

Move Agents from one Broker to another

It would be easier if we could move them instead of having to create a new ID and Portal ID when they move to a different company or office.
Guest almost 4 years ago in ClosingVue 1 Future Consideration
110 VOTE

Digital Signature Ability or Integration to Vendor

Would be great to see a digital signature option in the system or and integration with one of the leading providers like Docusign or Dotloop
Guest over 3 years ago in E-Closing Connect / Integrations 1 Future Consideration
100 VOTE

Add Second Loan

Need the capability of adding secondary financing, i.e. first mortgage and second mortgage.
Guest almost 3 years ago in ClosingVue / Enhancements 1 In Progress

USPS Click & Ship from file just like Fedex

It would be great if we could use USPS click & ship within the file like we do Fedex. Lots of stuff could be sent this way to get a signature confirmation and it cost 25% of what Fedex charges. Now, we do it separately but we have to track eve...
Guest over 4 years ago in E-Closing Connect / Integrations 0 Future Consideration

Email templates

I would also like to add to your list of upcoming things to add to EC = Email templates. These would make life so much easier to just be able to click a button with the email that we start and choose a template that we need
Guest about 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Seperate Closing times for Buyer/Seller

Currently we have just one closing time option, but most buyers and sellers sign separately.
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Future Consideration