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Enhancements

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Auto-generated emails to clients in e-closing file

For example, if we would like to send an introduction email to our buyer, we could generate an email with repeated verbiage so it doesn't have to be typed out every time. This would definitely save some time. Or even when emailing an estoppel letter.
Guest over 3 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 over 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Add Tax Collector to Fedex options!

Sometimes we need to obtain MLC's quick! It would be helpful to add the tax collector as a drop down for generating a fedex label.
Guest almost 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Recording Document order

Could the recorded documents be shown/indexed/saved within E-Closing/ClosingVue in the order they are recorded, rather than alphabetical order?
Guest almost 2 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 about 5 years ago in E-Closing Core / Enhancements 0 Future Consideration

Adding an option for the buyer/borrower to pay real estate commission

Currently, if the buyer is paying the real estate commission (which is rare), you have to add it as a line item.
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Integrate a doc editor with a dropdown list to auto add tags

It would be highly beneficial if there was a full document editor within the software, whether it be adding new templates, or generating doc packages and needing to make changes. I am a coder so it is a tiny bit easier for me, however if you add a...
Michelle Mullis over 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

Error message for Recording Fee Calculator

It would be helpful to have an error message apopear if there are results that are calculated in the recording fee calculator that are NOT appearing on the CD/HUD screen. If a fee was once deleted, or if a manual entry has been entered on a line d...
Guest over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

HUD Default end date

I am proposing an edit to the HUD Default package screen. When you create a new package to update your Defaults in an attempt to change the fees, it would be helpful for the system to add an end date to the prior package of the date before the new...
Guest over 2 years ago in E-Closing Core / Enhancements 1 Future Consideration

Preview attachment before clicking send to email

When you email it would be nice if we could do a quick preview of the attachments before clicking send. Currently we have to preview the attachment as a separate action - view on screen - and then go back in and email it.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Future Consideration