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Enhancements

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Lender fees automatically net funded

Kindly set up escrow defaults that lender fees are automatically set to be net funded. I would say 99% our our transactions are net funded. Thankyou
Guest over 2 years ago in E-Closing Core / Enhancements 1 Future Consideration

2 Realtors

Some Transactions have 2 realtors, there is only room for 1 and an assistant. It would be nice to have a feature to add a 2nd realtor : ) Thanks!
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

converting word docs to pdf automatically when sending email

Currently, any Word documents I have added to the saved file documents or any e-closing documents that are edited are saved as a Word documents are emailed as a Word document. However, I need them to go out as a PDF. I would love the option to att...
Guest about 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Abilty to delete contacts

At this time we only have the ability to make a contact inactive but we really need to be able to delete it when needed to not cause confusion among the team. Maybe the entry was by accident and truly needs to be deleted.
Alicia Kimbrough about 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

Associations should have management company information

Most Associations are represented by Management Companies, who provide Estoppels, it would be very useful to have a field(s) in the Association in the Rolodex so it pulls in the contact information for the management company. Or, add a Management ...
Guest over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Add Milestones/Groups to checklists (grouping checklist events)

The ability to organize checklist events in groups (ie. opening, ordering, processing, pre-closing, funding, etc.) with the ability to add "child" checklist events assigned to each group.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Allow documents to be automatically updated.

Allow documents to be automatically updated without having to draft documents multiple times with multiple edits. Whatever is updated in CV should automatically be updated in the drafted documents saved. It is possible. Other closing software prog...
Arilee Ortiz 9 months ago in E-Closing Core / Enhancements 2 Will Not Implement

Pulling Rolodex Entries into the shipping labels

No description provided
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Rolodex

If possible can we fix the rolodex to have the realtors name in alphabetical order under there last name , some have the first name in alphabetical order and some in last. ( see below )
Guest about 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Changes made to the base page should follow through to the policy/text description. i.e. changing a lender/buyer/seller name should carry through to the policy

This would be useful to avoid duplicate work and is a standard in most closing software.
mark thompson over 2 years ago in E-Closing Core / Enhancements 1 Future Consideration