E-Closing Core

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...

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.

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.

all parties will benefit and it will make the much more successful. As when we send the emails, the client response will go directly in the system, if they don't respond it will send out reminders until they do.

It would be helpful if there was a place to make instructional notes in Escrow Accounting (e.g., seller requested wire for proceeds, FedEx proceeds check and legal fee to seller's attorney)

At this time we only have the ability to make a contact inactive but we really need to be able to delete it when needed to not cause confusion among the team. Maybe the entry was by accident and truly needs to be deleted.

Add an option for more than 1 person to hold P&S deposit. for instance, in Worcester County where Listing Broker holds initial deposit and Seller Attorney holds 2nd deposit. As opposed to having to manually adjust on page 3.

We have a person who handles all of our post-closing. By adding a Post-Closer option (like we have a Processor), the post-closer could receive notifications once the "closing" event has been checked off. Further, they could also receive reminders ...