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PINNED Add a notification when you recieve an Order in the notifications section
When you receive an order back from the underwriter, lien search or other vendor, a notification should show in e-closing. Right now, we only get an email, which is good but shouldn't it be inside e-closing as well?

All ideas

Showing 162

Report Automation

Allow for scheduling report generation to receive emailed reports. Would like to be able to do this directly in the UI and not make a custom report request.
Guest 5 days ago in ClosingVue / Enhancements 3 Future Consideration

Add options to Closing Portal

It would be wonderful if there was an area in the portal which could list a TO DO list or TASKS for the parties - Upload picture IDS, Upload Prior Policy, Confirm Application for Condo approval..... etc. Also, it would be great to have a link to o...
Cherise Litz 17 days ago in ClosingVue 0 Future Consideration
238 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 over 4 years ago in E-Closing Connect / Integrations 7 Future Consideration
185 VOTE

Rolodex - Duplicate Prevention/Cleanup

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...
Guest over 3 years ago in E-Closing Core / Enhancements 1 Future Consideration

Client Portal

Please consider displaying the CLOSING DATE and the Processor name and contact within the portal.
Cherise Litz about 1 month ago in ClosingVue / Enhancements 6 Future Consideration
120 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 almost 4 years ago in ClosingVue 1 Future Consideration
110 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 3 years ago in E-Closing Connect / Integrations 1 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 10 months ago in E-Closing Core / New Features 0 Future Consideration

Automatically Save Check Copies

When checks are generated automatically save a PDF copy to the file with check number. When brokers or other third party, auditor, etc. asks for a copy of a check it can easily be shared and will could help with escrow reconciliation if problems o...
Angeline DeShazo 4 months ago in ClosingVue / New Features 0 Future Consideration

Email templates

I would also like to add to your list of upcoming things to add to EC = Email templates. These would make life so much easier to just be able to click a button with the email that we start and choose a template that we need
Guest about 4 years ago in E-Closing Core / Enhancements 0 Future Consideration