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E-Closing Core

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Drag and Drop

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.
MJ Bush 10 months ago in E-Closing Core / New Features 3 Will Not Implement

Middle Initial Field

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.
Guest over 3 years ago in E-Closing Core / Enhancements 6 Will Not Implement

COMMISSION BASED on GROSS PRICE

Please add an option to reflect the commission amounts based on the GROSS purchase price when there is a closing cost credit.
Guest over 1 year ago in E-Closing Core / Closing Portal 2 Will Not Implement

Send attachments as PDF rather than a link.

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.
Devon Forin over 2 years ago in E-Closing Core / Enhancements 2 Will Not Implement

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

Allow documents to be automatically updated.

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...
Arilee Ortiz 9 months ago in E-Closing Core / Enhancements 2 Will Not Implement

Sent Email Failed Notification

Message or notification for when you generate an email through E-closing and the recipient's email address is incorrect or doesn't exist.
Guest about 3 years ago in E-Closing Core / Closing Portal 1 Will Not Implement

Sending a Fax from EClosing

It would be a time saver to be able to send faxes directly from the file.
Guest over 2 years ago in E-Closing Core / New Features 1 Will Not Implement

Portal App

Has there been any consideration of making an e-closing app for the portal users?
Guest about 2 years ago in E-Closing Core / Closing Portal 1 Will Not Implement

Word Documents Drafted in CV

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...
Arilee Ortiz 9 months ago in E-Closing Core / Enhancements 2 Will Not Implement