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Put a "favorite doc" generated - user choice - such as CD or HUD

This way, you can easily generate a CD or HUD without having to go through a bunch of menu options.
Mary Margaret Stacy about 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Add "other" to proration screen

Add "other" to proration screen as sometimes there are various adjustments needed that aren't listed.
Guest about 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Realtor Quick Filter

Being able to quick filter and export files by real estate agent would be very helpful!
Guest over 2 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Seperate Buyer and Seller Closing Statements

Nearly all commercial closings have seperate Buyer and Seller closing statements as the parties do not wish to share all of their expenses with one another. Additionally, buyer or seller may be a 1031, which may or may not require the QI to sign. ...
Guest over 2 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Add Sales Rep or business development office as an internal tag

It will benefit title companies in that will easily track the sales rep responsible for bringing in the the new title transaction
Guest over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Frequent Client Drop Down

Could there be a frequent client (buyer and sellers) drop down box when creating a new order?
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Make reconciliation check section easier to check off

There's is too much space between the check box and the amounts of the checks. Make the description section shorter to make it easier to verify amounts with check numbers.
ARAX RODRIGUEZ over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Default should be unchecked for document packages

going into the document packages each time requires you to uncheck the items you dont want. I have a package setup and i may not necessarily want to print all the closing day docs out. Too many clicks.
Ed Walker about 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Add Multiple Bar Codes to Document Packages

We use many of the same bar codes for each file (e.g., Deed to Record, Mortgage to Record, Post Closing Checklist). It would be very helpful to be able to have all required Bar Codes print out with all other documents in a Document Package.
Guest over 1 year ago in E-Closing Core / Enhancements 5 Duplicate / Existing Functionality

Add scanned document to every new file

Is there a way to set up e-closing so that every time we open a file the file includes a particular document. Meaning, for each file we will need to send wiring instructions to the lender and buyer. Rather than having to go into Generate Documents...
Guest over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality