I am not sure if this has been mentioned(I looked but couldn't see any) but it would be good if we could somehow link the emails we send it outlook to a file so that the email links. That way we wouldn't have to copy and paste every email we send ...
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.
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...
Allow clients to input data (eg, buyer/seller info) from custom form
The idea is similar to ClosingLock where the system send programed pdf document to clients to fill out and send back. That is important and has huge business value because users will switch from ClosingLock to ClosingVue and also start to use Clos...
Integrations with Domestic Relations Search and PACERS Bankruptcy Search
It would be very useful to have an integration set-up like the Patriot Search (sanctions) to search for bankruptcy (PACERS) and domestic relations liens since they are both required by the underwriter on all parties.
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?
Ability to create Return Shipping labels or Edit the from information
We do not have the option of creating a return label without first creating a label TO that person. My suggestion would be to incorporate an edit field for the FROM information as well...
We would like to know if you have any integrations with Survey Companies. This would be a useful integrations, especially when having the add survey encroachments to the policies. Thank you.