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E-Closing Core

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Bar Codes

Would love to see a way to check list barcodes we want to use for the file and print them all at once. This would be such a no brainer thing to do. Please make this happen,
Guest about 2 months ago in E-Closing Core / Enhancements 3 Duplicate / Existing Functionality

To Include the Year in the Status Date Field on the Void/Stopped Withdrawals Report

The year is included in the Date Field, but not the Status field which when there are several items spanning over the course of a few years, a date including the year would be helpful.
Guest 3 months ago in E-Closing Core / Enhancements 0 Future Consideration

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 5 months ago in E-Closing Core 1 Will Not Implement

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

Bank ledger - add option to SAVE TO E-CLOSING FILE

Add an option to add the bank ledger file to the E-Closing file just like the remaining documents so we don't have to save on desktop and drag in.
Guest 7 months ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

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

sort options in escrow accounting

It would be helpful to be able to sort receipts and disbursements by either column, or have the most recent transactions at the top of each section, instead of scrolling all the way to the bottom. We use EC to post our recording trust transactions...
Guest 8 months ago in E-Closing Core / Enhancements 0 Future Consideration

Phone Number - Automated Formatting

Allow entry of phone number in any common format and have the CV automatically convert it to the preferred format. This happens on some occassions, but something like 561.271.0000 confuses the system. Data Entry speed is key, so using cut & pa...
John Chluski 9 months ago in E-Closing Core / Enhancements 0 Will Not Implement

Split Contact from Company

Contacts change companies. It would be better to assign a contact to a company instead of deleting the contact from one company to add them to another.
John Chluski 9 months ago in E-Closing Core / Enhancements 0 Future Consideration

Integrate a doc editor with a dropdown list to auto add tags

It would be highly beneficial if there was a full document editor within the software, whether it be adding new templates, or generating doc packages and needing to make changes. I am a coder so it is a tiny bit easier for me, however if you add a...
Michelle Mullis 9 months ago in E-Closing Core / Enhancements 0 Future Consideration