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Enhancements

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Editable/live WORD doc within File Summary

When a WORD doc is opened from File Summary and edited, clicking "save" in WORD would save all changes to that document within the file. This would allow for multiple team members to edit the same document until perfect for closing.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

email replies

when emailing from the portal, it would be great to have the reply to the email show up in the portal
Francis Mendez over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Checklists should appear once a checklist is chosen on the Create a File page, or make THAT a choice, to appear or not.

It is time consuming to choose & add each item in a checklist so that it will show up
Guest almost 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Lender Contact Info on File Summary Screen

Showing the email addresses for the loan officer/processor/mtg broker on the File Summary screen would be helpful.
Sinead McDonnell about 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Lender's portal website link

Have a spot on the top of the summary page for the lender's portal. It is getting crazy wtih all the different websites and passwords for the lender portals. It would be awesome to be able to have that in each file that is associated with that len...
Guest about 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Data Call Report needed for Title Co. only

Like many attorney agents, we issue title insurance policies through our law firm and through our corporate title agency. However, the Data Call Report on ECDT lumps the law firm files with the title co. files, making the report virtually useless ...
Salome Zikakis about 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Add disbursement date under closing date in the file summary screen

At a quick glance you could see the details instead of scrolling down and seeing disbursement date under the financial info on the file summary screen.
Guest over 2 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Association names should be alphabetical

We have numerous Associations, and the dropdown menu is not alphabetical, making it difficult and time consuming to find the Association we are look for.
Guest over 2 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

POC info.

There should be a fee section showing paid outside closing (POC) by either seller or buyer that would populate on the CD or HUD.
Guest over 2 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Default CD by Lender

be able to choose a Default CD based on the lender, allowing auto-populate for Sections A, B & C
Lori Harnett over 2 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality