E-Closing Core

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...

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...

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...

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...

Documents should be updated automatically with updated information entered into the system. For example, if a borrower is added or removed the documents already drafted would have the updated information automatically transferred. At the moment, w...

I want to be able to create an Alert that contains a hyperlink

Some lender credits are for tolerance cure and should appear on page 2, but some lenders put a credit on page 3 for prepaid items, such as a prepaid app fee. When we enter multiple lender credits in the credit screen it totals them all onto the bo...

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.

Can an option be added to clear the list of previous files in the Find Files field on the Whiteboard?

Ability to make a manual change to the CPL buyer name (i.e. when buyer is an LLC, lender wants the manager's name removed so that the LLC name is the only borrower listed on the CPL).