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Alphabet search bar on rolodex

Instead of having to scroll through all Rolodex entries to find one, an alphabet search option at the top of the page that would allow you to click on a letter and then take you to the first entry with that letter. For example if you click on 'R' ...
Sara Houghton over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

It would be great if there was a way to print all the 1099s at once without having to go into each file.

No description provided
Guest almost 3 years ago in E-Closing Core / Enhancements 2 Will Not Implement

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 over 1 year ago in E-Closing Core / Enhancements 0 Will Not Implement

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

Capability to add a hyperlink to Alerts

I want to be able to create an Alert that contains a hyperlink
Guest over 1 year ago in E-Closing Core / Enhancements 1 Will Not Implement

Option for lender credit on page 3 of the CD instead of bottom of page 2

Some lender credits are for tolerance cure and should appear on page 2, but some lenders put a credit on page 3 for prepaid items, such as a prepaid app fee. When we enter multiple lender credits in the credit screen it totals them all onto the bo...
Guest over 1 year ago in E-Closing Core / Enhancements 4 Will Not Implement

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 over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

On the title policy screen when you check the box for "refinance" which give a refinance rate the box should stay checked (there is no check mark when selected)so you know that you have the correct refinance rate.

If you didn't remember to check the box the amount of the policy premium is incorrect and borrower is overcharged.
Guest about 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

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 about 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Bar Codes

Would love to see a way to check list barcodes we want to use for the file and print them all at once. This would be such a no brainer thing to do. Please make this happen,
Guest 9 months ago in E-Closing Core / Enhancements 3 Duplicate / Existing Functionality