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Tags for onstruction loan draw requests and endorsements

As construction progresses lender will advance addition funds up to the face amount of the construction loan. AS draws are taken the lender requests title updates and a draw endorsement which reflects basic information relating to the lender's pol...
Sid Worley 6 months ago in E-Closing Core / New Features 1 Will Not Implement

Search by "Listing Broker/Agent" and "Selling Broker/Agent"

When a listing agent or selling agent calls to discuss their open files, it would be helpful to be able to search by broker/agent so that we can quickly pull up their files without having to ask for a property address, seller/buyer name, etc. Alth...
Guest 8 months ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Drag and Drop

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.
MJ Bush 10 months ago in E-Closing Core / New Features 3 Will Not Implement

Have fillable PDF forms that we can send out through the portal

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 ...
Guest 10 months ago in E-Closing Core / New Features 0 Future Consideration

Show which towns are municipal light plant when opening a new file

there could be a link in the property tab to the municipal light plant, or some other indicator, so we can be aware that this property will require a final electric reading.
Guest about 1 year ago in E-Closing Core / New Features 1 Will Not Implement

Jacket/Policy Type should map--> to the commitment!

Commitments are issued specific to the policy type being issued. There are basically 2 owner policies and 3 loan policies. The owner types are the "owners" + "homeowners". The lender types are the "lenders" ("long form") + "short form" + "short fo...
Mary Margaret Stacy about 1 year ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Create a pre-cd file status category

Prospective buyers and borrowers frequently request title quotes before deciding which title company to use. It appears that e-closing does not have a category that is suitable for these title quotes. So it would be helpful to have a pre-CD or tit...
Guest about 1 year ago in E-Closing Core / New Features 1 Will Not Implement

internal office messaging

like Microsoft teams, but in eClosing. This would make it easier to work with team members, and internal communication
Guest about 1 year ago in E-Closing Core / New Features 2 Will Not Implement

Abbreviate the payee in the Closing Disclosure/HUD entry page

In my previous software, when entering the Lender, Title Company, etc. in the CD/HUD, I was able to simply type a one letter abbreviation then tab out and it would input that payee automatically versus typing out lender, company, etc. Example: L t...
Alicia Kimbrough about 1 year ago in E-Closing Core / New Features 0 Will Not Implement

Not opening a new tab for every file

Instead of opening a new tab on the browser for each file you enter, or going into back office, everything should stay on the same tab. If possible, it would be great if there were tabs within the system for each file you were in, that you could c...
SiArah Olsen about 1 year ago in E-Closing Core / New Features 3 Will Not Implement