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Closing Portal

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Email CC's

Is there a way to show all CC's on emails sent? So all parties can see who is copied on the email and all parties can reply all?
Arilee Ortiz about 1 year ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Auto reminder emails and direct doc upload from reminder email

When requesting info from clients, to piggy back off the events menu. Sending out auto emails until request received saying something like "We are still in need of your Real Estate Commission. Please click on the tab to upload the document". Also ...
Jason Horr over 2 years ago in E-Closing Core / Closing Portal 2 Future Consideration

The ability to send documents for e-signature would be a helpful tool for clients who don't have access to printers.

No description provided
Guest almost 2 years ago in E-Closing Core / Closing Portal 0 Future Consideration

Document Management no longer showing if document was posted to a portal.

The Document Management screen in Closing Vue no longer shows if a document was posted to client's portal. Also, It would also be helpful to be able to delete a document that was posted in error to a portal without deleting if from the file.
Lynne Martin over 1 year ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Make the balance sheet printable Please!!!

I would be nice if we could print out our balance sheets without so much hassle. can you make it a printable PDF?
Guest about 2 years ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Populating Blank documents

Would like to be able to generate at least a blank document such as Satisfaction of Mortgage as many times the title commitment will call for a satisfaction of mortgage but its already been paid off, so we are not adding a payoff to the HUD. For w...
Guest over 1 year ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

MLS Fee

What happened to the MLS fee box in Closing Vue???? It was there one day and gone the next. I have to use that thing all the time.
Guest over 1 year ago in E-Closing Core / Closing Portal 3 Duplicate / Existing Functionality

Merging client/purchaser/seller portals

We often work with brokers in their personal real estate deals. It would be great if brokers could access all of their files (personal and professional) with one sign-in. Even if we had to manually merge them in the User Management it would be ver...
Guest over 2 years ago in E-Closing Core / Closing Portal 1 Future Consideration

Portal Capability

I think it would be of great value to add the capability for all parties in the transaction to be able to login and quickly answer all the necessary information. Of course you can upload a word doc with the questions and the party to the transacti...
Guest over 1 year ago in E-Closing Core / Closing Portal 0 Future Consideration

Adding Realtor Phone numbers in the file

No description provided
Guest about 1 year ago in E-Closing Core / Closing Portal 0 Duplicate / Existing Functionality