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E-Closing Core

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Select multiple documents to generate as separate pdf files

It would be great to be able to select multiple documents from a document set but instead of them generating as one pdf it would be able to be selected to generate as separate pdf's for each document selected
Guest over 3 years ago in E-Closing Core / Enhancements 1 Implemented

Dragging e-mails into scanned/uploaded documents

Another system I used in the past we had the ability to grab an e-mail and drag it into saved documents. When clicked on, it would open both the e-mail and you would have the ability to also open the attachment attached to the e-mail. It would sav...
Guest almost 4 years ago in E-Closing Core 2 Implemented

Alert to save

It would be useful to receive an alert when leaving the closing statement if data has changed but the screen has not been updated. Or, in the alternative, have an automatic update every minute or so. This would prevent everyone from losing data fo...
Guest over 3 years ago in E-Closing Core / Enhancements 1 Implemented

Add Rolodex to Buyer and Seller sections so repeat buyer/seller info can be pulled straight from the Rolodex without having to re-enter the information.

This is helpful when you have repeat buyers or sellers. I know we are able to make a "master file" to copy from but it would be much simpler to just have the rolodex option to pull the information.
Guest over 3 years ago in E-Closing Core 1 Implemented

Seller Financing Option in loan section

Currently there isn't a way to have a seller finance transaction without having to tweak a lot of the information on the HUD and on the escrow screen. Seller financing option would automatically show a loan from seller to buyer and deduct it in es...
Guest almost 4 years ago in E-Closing Core / New Features 0 Implemented

modification of documents already saved to e-closing

It would be great to modify a word document that is already saved to e-closing without having to save it to my desktop as a separate file and then drag it back into e-closing and save it again.
Guest about 4 years ago in E-Closing Core / Enhancements 0 Implemented

Add Paralegal contact information to the main screen

Most Attorney's do not handle their own files, usually a Paralegal handles the transaction. While there is the ability to add a Paralegal to the Rolodex, this information does not populate on the main screen.
Guest almost 3 years ago in E-Closing Core / Enhancements / New Features 3 Implemented

Ability to search in white board by RE Agent; RE Office or by Lender name

It would be helpful to be able to look up a prior lender file to see, for instance, if they require their note mailed separate from their other pkg for purposes of proper initial fee disclosre. The beginning processor never knows any of those answ...
Guest about 4 years ago in E-Closing Core / New Features 1 Implemented

Move 1099-S Yes or No from Financial Page to Seller Page

I go to Seller Page to put in SS# and forwarding address, then have to go to Financial Page to click on Yes or No for 1099S filing. Would be beneficial to have on Seller Page as it only actually to the Seller.
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Implemented

In LENDER screen please please please display MORTGAGEE CLAUSE beneath the lender name

In LENDER screen please please please display MORTGAGEE CLAUSE beneath the lender name, even if it is in non-editable format. This will ensure that when the title order is entered, the mortgagee clause matches the title requirement. Right now, the...
Guest about 3 years ago in E-Closing Core / New Features 0 Implemented