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244 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

Ability to upload files directly to created folders

Saves time by eliminating having to go back and move them after upload
Joanne Casazza 5 months ago in ClosingVue / Enhancements 0 Future Consideration
126 VOTE

Move Agents from one Broker to another

It would be easier if we could move them instead of having to create a new ID and Portal ID when they move to a different company or office.
Guest over 4 years ago in ClosingVue 1 Future Consideration
112 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

Seperate Closing times for Buyer/Seller

Currently we have just one closing time option, but most buyers and sellers sign separately.
Guest over 4 years ago in E-Closing Core / Enhancements 0 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

Have fillable PDF forms that we can send out through the portal

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 ...
Guest over 1 year ago in E-Closing Core / New Features 0 Future Consideration

Add Co-brokering Agents

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.
Amanda Moffatt over 4 years ago in E-Closing Core / Enhancements 6 Future Consideration

Generating Documents

Would like to able to select multiple documents but also generate them separately in PDF or Word
Arilee Ortiz over 1 year ago in E-Closing Core / Closing Portal 0 Future Consideration

Looking for when we receive an order for e-closing to send out welcome emails and info needed for buyer and seller info needed and commission etc.

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.
Guest about 3 years ago in E-Closing Core 0 Future Consideration