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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 2 months ago in E-Closing Core / Enhancements 3 Duplicate / Existing Functionality

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 8 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 9 months ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Email CC's

Is there a way to show all CC's on emails sent? So all parties can see who is copied on the email and all parties can reply all?
Arilee Ortiz 10 months ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Adding Realtor Phone numbers in the file

No description provided
Guest 10 months ago in E-Closing Core / Closing Portal 0 Duplicate / Existing Functionality

Drafting docs within CV

Be able to edit WORD documents within E-Closing instead of having to download to the local system, edit, save then upload again into CV.
Arilee Ortiz 10 months ago in E-Closing Core / Enhancements 4 Duplicate / Existing Functionality

Buyers in Trust setup

When there are multiple trustees as buyers, the system defaults to name1 as Trustee of Trust and name2 as Trustee of Trust and name3 as Trustee of Trust...instead of name1, name2, name3 as Trustees of Trust. We have to manually alter the names on ...
Diana Leach 10 months ago in E-Closing Core / Closing Portal 2 Duplicate / Existing Functionality

Add NON-WARRANTY deed as a selection in the drop down menu for Chain of Title and entering deed information.

No description provided
Guest 10 months ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

buyer's forwarding address should populate deed

If the buyer is going to live in the property then their forwarding address in the buyer info page should populate to the deed, not the current address
Elaine Volan 10 months ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Document Management no longer showing if document was posted to a portal.

The Document Management screen in Closing Vue no longer shows if a document was posted to client's portal. Also, It would also be helpful to be able to delete a document that was posted in error to a portal without deleting if from the file.
Lynne Martin 11 months ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality