Skip to Main Content
 
ADD A NEW IDEA

E-Closing Connect

Showing 70

Outlook Intergration

I am not sure if this has been mentioned(I looked but couldn't see any) but it would be good if we could somehow link the emails we send it outlook to a file so that the email links. That way we wouldn't have to copy and paste every email we send ...
Guest about 1 month ago in E-Closing Connect / Integrations 0 Feedback & Review
247 VOTE

Populate closing dates from E-closing whiteboard directly to Outlook calendar so if closing date changes, the Outlook calendar is updated

We use outlook calendar for client meetings and closings. Sometimes we forget to update the Outlook calendar (one extra thing to think about) when closing dates change. We could avoid scheduling conflicts if E-closings could update our calendar.
Guest about 5 years ago in E-Closing Connect / Integrations 7 Future Consideration

FedEx charge integration into CD

In an effort to recoup expenses, I would like to have the ability to integrate the charges associated with FedEx shipping labels created prior to closing into the Closing Disclosure.
Kathy Hoskins about 2 months ago in E-Closing Connect 0 Feedback & Review

Get links for documents to send as link using other email service

The way to do this now is to email it to ourselves and copy the link. It would be easier if a link could be generated within the documents area to send something. I'm finding a lot of lenders don't like that the email from closingvue isn't actuall...
Erin Shea 3 months ago in E-Closing Connect 1 Planned

Print reciept when using UPS

Our office submits all our UPS reciept to another dept. for monthly comparison. When creating a UPS, we are only given the option to print the label and not a reciept. I have been printing multiple labels but would rather have one label (for use) ...
Alicia Kimbrough about 2 months ago in E-Closing Connect 1 Will Not Implement
130 VOTE

Integrate personal email

Please integrate personal email into the sytem so it shows on the exchange network and shows clients the emial is coming from us and not a sytem
Guest over 4 years ago in E-Closing Connect 0 Planned
111 VOTE

Digital Signature Ability or Integration to Vendor

Would be great to see a digital signature option in the system or and integration with one of the leading providers like Docusign or Dotloop
Guest over 4 years ago in E-Closing Connect / Integrations 1 Future Consideration
100 VOTE

USPS Click & Ship from file just like Fedex

It would be great if we could use USPS click & ship within the file like we do Fedex. Lots of stuff could be sent this way to get a signature confirmation and it cost 25% of what Fedex charges. Now, we do it separately but we have to track eve...
Guest about 5 years ago in E-Closing Connect / Integrations 0 Future Consideration

Integration

Add Target Surveying (http://targetsurveying.net/) to E-Closing Connect Vendors
Amy Morse about 2 months ago in E-Closing Connect / Integrations 0 Feedback & Review

Email Integration

Can we get an integration with Microsoft Outlook or Teams? A feature that would allow us to communicate in e-closing for incoming and outgoing messages without having to go to a separate email platform would be life-changing.
Rhea Johnson 6 months ago in E-Closing Connect 0 Feedback & Review