Processor Information pulling through to client portal
At our company the processor and closer are often not the same people. Due to the high volume of closings we hold, the processor, processes the files and we have contracted notaries that will often do the closings. The processor is however the poi...
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?
When emailing within E-Closing, the recipients should be able to see who all the email was sent to (like Outlook). Then when they reply, it should go to all parties and keep everyone in the know of the transaction. We quit using this feature for t...
Add a field for Transaction Fees on "Financial Info" Screen
A lot of brokerages charge additional fees to their sellers. Can this be implimented directly into the financial info screen? Otherwise we need to enter this data manually into the H. Other section on HUD-1 or CD. It would save additional steps an...
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.
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. ...
Ability to add verbiage to CD line even if Zero Balance
Please add a function that we can add text verbiage to CD/Alta lines even if there is $0.00 in the value. For example, when we need to reference equity close outs on the CD/Alta but there is a zero balance. The text currently does not show when ge...
It would be great, if we could grant clients and customers access to our system to view notes and sent internal messages, HOWEVER, not be able to create new files as this causes tracking issues internally.