A middle initial field would allow us to include the middle initial from the title order without having to remove it when we create files using the first name. It would save a considerable amount of time.
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.
I have found that many of our emails with attachments go unopened due to the fact that people are nervous to click on and open links. It would be more helpful if the documents were sent as PDFs or Word documents.
Allow documents to be automatically updated without having to draft documents multiple times with multiple edits. Whatever is updated in CV should automatically be updated in the drafted documents saved. It is possible. Other closing software prog...
Allow user to add a Payment and Payee to lines 104 & 105 of a closing statement without having to add it to the payoff tab.
There is no reason why we cannot add to the closing statement on page 1 the way we do page 2. The user should be allowed to add a payment to lines 104 & 105 along with a payee name and have it flow to the balance sheet without having to add to...
Guest
6 months ago
in E-Closing Core
1
Will Not Implement
Need to be able to drag and drop email into file without saving to desktop
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...