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Enhancements

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Add more boxes for alternate names for Buyers/Sellers

Please add a place to put alternate names for Buyers and Sellers. For instance, if the Deed was conveyed to Jane Smith but she got married and is n/b/m Jane Doe.
B over 1 year 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 over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

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 almost 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Financial Info - Searchable by Contacts

Allow for the Real Estate Company, Lender, and Mortgage Broker Contacts to be searchable by contact name, prior to entering a company name.
Guest about 1 year ago in E-Closing Core / Enhancements 1 Feedback & Review

Pulling Rolodex Entries into the shipping labels

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

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 about 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Contacts to carry through whole system

We do numerous closings for the same clients. When we put the buyer/seller names in the file, the contact information, phone number, etc does not pop up. We have to re load everything.
Guest over 1 year ago in E-Closing Core / Enhancements 3 Duplicate / Existing Functionality

When Construction Loan is Purpose, Change Page 3 of CD

When your Purpose on the Financial Information page under General Information is Construction, you should be able to change Page 3 of CD to Use Payoffs and Payments Section. Currently when I have a construction loan I have to choose Refinance as t...
Guest over 1 year ago in E-Closing Core / Enhancements 2 Duplicate / Existing Functionality

Put a message tab on the file dashboard. This will allow us to see all incoming and outgoing messages in the file rather than going to a global inbox.

No description provided
Guest over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

The Amortization should have the payment amount listed.

I see the amortization breaks down what is principal and interest but it should also list the actual monthly payment on each line as well.
Alicia Kimbrough over 1 year ago in E-Closing Core / Enhancements 2 Future Consideration