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Seller Financing Option in loan section

Currently there isn't a way to have a seller finance transaction without having to tweak a lot of the information on the HUD and on the escrow screen. Seller financing option would automatically show a loan from seller to buyer and deduct it in es...
Guest almost 4 years ago in E-Closing Core / New Features 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 almost 3 years ago in E-Closing Core / Enhancements / New Features 3 Implemented

Ability to search in white board by RE Agent; RE Office or by Lender name

It would be helpful to be able to look up a prior lender file to see, for instance, if they require their note mailed separate from their other pkg for purposes of proper initial fee disclosre. The beginning processor never knows any of those answ...
Guest about 4 years ago in E-Closing Core / New Features 1 Implemented

In LENDER screen please please please display MORTGAGEE CLAUSE beneath the lender name

In LENDER screen please please please display MORTGAGEE CLAUSE beneath the lender name, even if it is in non-editable format. This will ensure that when the title order is entered, the mortgagee clause matches the title requirement. Right now, the...
Guest about 3 years ago in E-Closing Core / New Features 0 Implemented

Rolodex - Enough of the endless scrolling

On top of the Rolodex have the Alphabet written on with hyperlinks to lists. If I click on S. All contacts that begin with S will appear and so on. Rolodex lists are getting longer but endless scrolling is outdated. We need a quicker way to find t...
Guest almost 4 years ago in E-Closing Core / New Features 0 Implemented

Clause Library

There are many clauses that need to be added to deeds and other documents that would be helpful if there were a library to pull them from and add to when we want something specific but common.
Kristen Ward 11 months ago in E-Closing Core / New Features 1 Implemented

large blank text field in Payoff Master

This would give a space to store information on obtaining a payoff that is specific to that Lender, such as whether written authorization is required, optional contacts, what information is required.
Guest over 4 years ago in E-Closing Core / New Features 0 Implemented

Ability to have multiple property addresses for 1 file

We handle Residential & Commercial transactions that encumber more than 1 property. It would be helpful to have the ability to choose how many properties are associated with a closing.
Guest over 4 years ago in E-Closing Core / New Features 0 Implemented

Ability to create a Document Package which contains only Bar Codes

When we do initial set up, we print out two bar codes, set up and title. As we move through the process, we create single Bar Codes for the task at hand. When we close out a file, we print out at lest 8 Bar Codes. It would save time to have the Ba...
Guest almost 4 years ago in E-Closing Core / New Features 2 Implemented

Assign Events to Staff

I need my staff to be able to run a report each day to see what their tasks are for the day. So they can complete them. I also need to see this report to confirm all things are being done for client retention.
Guest almost 2 years ago in E-Closing Core / New Features 1 Implemented