Closing 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?

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 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.

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. ...

My suggestion is that users that work for the company should have access to the portal for example I have a lady that just does Closings for me and she has no business being in my system but I would like to be able to share a package with her and ...

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.

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?