Closing Portal

When there are multiple trustees as buyers, the system defaults to name1 as Trustee of Trust and name2 as Trustee of Trust and name3 as Trustee of Trust...instead of name1, name2, name3 as Trustees of Trust. We have to manually alter the names on ...

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...

Are you able to add a second selection for a split deposit. In some areas around us, the broker holds the initial deposit for net funding, but the seller's counsel holds the additional deposit.

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...

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...

Ability for lenders to change the loan amount, capped by a certain percentage, and then regenerate a title package through the closing portal, which would give them an updated commitment and Prelim Closing Disclosure.

On the Seller's CD, please lighten the roll-up totals so they are able to be seen. They currently are very dark and when emailed or scanned, you cannot read the totals that roll-up in each section of the CD entitled Due to (or from) Seller at Closing