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Closing Portal

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library of custom made clauses

to have a menu option to include my own clause which i use repeatedly in all of my seller docs, like the sale is subject to paid taxes of the current year, or on the bill of Sale we put that the sale inclused all the items described in the sales c...
Guest about 3 years ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Sending Multiple Docs

Currently, when sending multiple documents on one file, we need to open, save and then include in our email. I believe it would be easier if we could select multiple documents to generate as one PDF, as opposed to sending five or six PDFs with the...
Guest over 3 years ago in E-Closing Core / Closing Portal 0 Duplicate / Existing Functionality

Customized Secure Email

Is it possible to customize the secure messages - particularly when setting up the portal with a new client - to make it look less like a spam message?
Guest about 2 years ago in E-Closing Core / Closing Portal 3 Duplicate / Existing Functionality

Allow Tax Payments to be moved to Section F

Lenders usually put tax payments paid at closing in section F instead of under K or N so when we need to move these there we have to manually do it and add all the tax info to the screen.
Guest over 2 years ago in E-Closing Core / Closing Portal 2 Duplicate / Existing Functionality

Selecting Mulltiple Documents to share via portal

There should be an option to select multiple documents at once to upload to the portal for the clients instead of having to go one by one.
Guest over 2 years ago in E-Closing Core / Closing Portal 0 Duplicate / Existing Functionality

ADD FUTRE ADDRESS OF BUYERS

There is only one place for buyer's address which is the current address. We need a future address like it is in the Seller pages so that once the property is closed when can reflect the new address on the Deed integration of buyer's new address. ...
Guest over 2 years ago in E-Closing Core / Closing Portal 0 Duplicate / Existing Functionality

Make it easier to do a title commitment

I would like it to be easier to do a title commitment. Can't the mortgage payoff recording information as well as the real estate taxes be automatically incorporated into the title commitment?
Guest over 3 years ago in E-Closing Core / Closing Portal 0 Duplicate / Existing Functionality