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Pulling Rolodex Entries into the shipping labels

No description provided
Guest almost 3 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

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

To Include the Year in the Status Date Field on the Void/Stopped Withdrawals Report

The year is included in the Date Field, but not the Status field which when there are several items spanning over the course of a few years, a date including the year would be helpful.
Guest 4 months 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 over 2 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 about 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

sort options in escrow accounting

It would be helpful to be able to sort receipts and disbursements by either column, or have the most recent transactions at the top of each section, instead of scrolling all the way to the bottom. We use EC to post our recording trust transactions...
Guest 9 months ago in E-Closing Core / Enhancements 0 Future Consideration

Phone Number - Automated Formatting

Allow entry of phone number in any common format and have the CV automatically convert it to the preferred format. This happens on some occassions, but something like 561.271.0000 confuses the system. Data Entry speed is key, so using cut & pa...
John Chluski 9 months ago in E-Closing Core / Enhancements 0 Will Not Implement

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 about 1 year 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 9 months ago in E-Closing Core / Enhancements 0 Future Consideration