E-Closing Core

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.

It's very easy to create a new rolodex contact/company using the "New" buttons on Financial Info and Lender Info screens, but there's no duplicate prevention. And cleaning up duplicate contacts is only possible manually, one entry at a time. The m...

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.

Having a fillable PDF form option that we can send out through eclosings would be useful when sending out any packet that the client needs to fill out. They can fill it out directly from the attachment and send it back rather than having to print ...

Currently we have just one closing time option, but most buyers and sellers sign separately.

Please add an option to reflect the commission amounts based on the GROSS purchase price when there is a closing cost credit.

Would like to able to select multiple documents but also generate them separately in PDF or Word

Many agents are now on teams and usually list at least 2 brokers on a contract. The new assistant field is helpful, as the teams usually have a closing coordinator also, but it would also be helpful to be able to list a co-broker in a file.

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.

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...