New Features

It would be helpful to be able to drag a document from “Scanned/Saved Documents” into an email. We save documents such as CDs and CPLs etc. and have to create a desktop folder to save the documents. It is not time efficient.

We have a person who handles all of our post-closing. By adding a Post-Closer option (like we have a Processor), the post-closer could receive notifications once the "closing" event has been checked off. Further, they could also receive reminders ...

Having a fillable PDF form option that we can send out through eclosings would be useful when sending out any packet that the client needs to fill out. They can fill it out directly from the attachment and send it back rather than having to print ...

It would be a time saver to be able to send faxes directly from the file.

A client intake form would allow a buyer/seller to enter all their information (names, addresses, payoffs, preferred closing date, closing location, etc, etc) into a form (in the portal?). All this data then be merged into a file.

sometimes, I prepare seller's documents only for closings being handled by another title company. I would like an option to add the other company's name (without changing my name on every file) so I can generate the seller's documents with the the...

The attorney's name and email flows through but the paralegal info does not. Most attorneys have paralegals that they need documents to go through. Having that information accessible on the financial info screen would help so much.

On Cash purchases; specifically the HUD- clients have a big issue signing a document that indicates "borrower" instaed of "buyer" when using cash.

To be able to use the eclosing file as the full file you should be able to either drag and drop all email to the file or have a way to append to the file. Having to resave everything to the desktop in another format and then delete it twice is a w...