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Enhancements

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Checklist Item Categories

It would be awesome if you could create customizable checklist categories to better organize checklist items. For example if a user could establish an Accounting category, checklist items such as "payoffs sent" could be nested under that category ...
Guest over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Base Amount Prorated shows on HUD/CD for easy review

When reviewing a HUD or CD, I need to confirm that the total amount of prorated charges was entered correctly. Right now I have to click back to the proration entry window to see what amount was entered, I'd like to be able to see it from the HUD ...
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Split Contact from Company

Contacts change companies. It would be better to assign a contact to a company instead of deleting the contact from one company to add them to another.
John Chluski 9 months ago in E-Closing Core / Enhancements 0 Future Consideration

buyer's forwarding address should populate deed

If the buyer is going to live in the property then their forwarding address in the buyer info page should populate to the deed, not the current address
Elaine Volan 10 months ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

User Notes allowing more then 500 words ! 1000 would be Great !

Our company cuts and pastes emails alot and we run out of space often . It would be Great to have more space.
Guest over 2 years ago in E-Closing Core / Enhancements 1 Future Consideration

Separation option on generate docs

Generate Documents > Check All, could there be an option to Generate as Separate documents? when I click check all, then generate, they are combined, which is great, but could there be a option for the docs to not be combined? Each box could be...
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Add Email Address for Deed of Trust

In a file, we need to be able to email the Lender Council on Commercial Files. We can use the Deed of Trust field, but we would need an email address to be associated with it so that we can select them to email documents to.
Marc Hall over 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Seller Credit

It would be great to be able to add the percent of seller credit OR a flat amount. Most contracts I'm seeing these days are a seller credit for a percent of the sale price. Thank you!
Erin Shea 9 months ago in E-Closing Core / Enhancements 0 Future Consideration

Drafting docs within CV

Be able to edit WORD documents within E-Closing instead of having to download to the local system, edit, save then upload again into CV.
Arilee Ortiz 10 months ago in E-Closing Core / Enhancements 4 Duplicate / Existing Functionality

Allow more than one county for recording section

Multiple county and parcel closings you have to split out and separately figure the tax and recording. It would be helpful to be able to add additional counties/recording to the recording area for the program to figure the tax and page count alloc...
Guest about 1 year ago in E-Closing Core / Enhancements 0 Future Consideration