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.

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 ...

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 ...

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.

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

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...

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...

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...

like Microsoft teams, but in eClosing. This would make it easier to work with team members, and internal communication