Skip to Main Content
 
ADD A NEW IDEA

Enhancements

Showing 149

Word Documents Drafted in CV

Documents should be updated automatically with updated information entered into the system. For example, if a borrower is added or removed the documents already drafted would have the updated information automatically transferred. At the moment, w...
Arilee Ortiz over 1 year ago in E-Closing Core / Enhancements 2 Will Not Implement

FIRPTA WITHHOLDING

Is it possible to create a FIRPTA Withholding field (check box) that would then auto calculate the 15% of purchase price amount and put on CD similar to how the RE commissions work. This would not only make the process more efficient, it would eli...
Guest over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Default HUD CD Needs to connect to Contacts

i have default labels on the HUD/CD however, on the Back Office screen, you could make it so that there is a Rolodex button to pick the contact. Presently, my company name does not include an address from the default items. Nor does Proplogix. so ...
Guest over 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

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 3 years ago in E-Closing Core / Enhancements 1 Future Consideration

Having option to group attachments as 1 PDF instead of individual documents when emailing.

If we had the option to group the documents we are sending, the email that they receive won't have a long list of attachments, and they will not miss any documents or our email to them.
Kim Smith almost 3 years ago in E-Closing Core / Enhancements 4 Duplicate / Existing Functionality

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 about 3 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 over 1 year 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 over 1 year 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

Loan Calculator feature as % of Purchase price

Similar to realtor commissions, a calculator feature next to the blank loan amount, where you could quickly type 80 or 90 or 96.5 and the loan amount will prepopulate as a % based on purchase price.
Scott Hart over 1 year ago in E-Closing Core / Enhancements 0 Will Not Implement