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Enhancements

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Updates to email

In regards to sending emails through E-Closing. CC option (we CC people that are not applicable in TO section. Need to be able to cut paste body of E-Closing email. Need to be able to save e-closing email as a draft. If mail is drafted and we need...
Guest over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Quick filter options - add or modify

Files closing within.... can you add or modify so it is Files closing within 45 or 60 days?
Guest over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Add outside Title Company to file dashboard

When there is an Attorney only file, there is a different Company handling Title and Closing, while there are fields to add that information, it does not display on the dashboard for the file, it would be helpful if all staff could easily see who ...
Guest over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

CD/HUD shortcuts

Would it be possible to add as shortcut battorney and sattorney for buyer's attorney and seller's attorney respectively?
Becky Macha almost 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Estimated Taxes Option

For those of us that pay taxes in arrears, it would be helpful to have the taxes we entered labeled as estimated taxes instead of just taxes. It is tedious to have to relabel that field manually for more than half the year.
Amanda Moffatt almost 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Default Payees to Consolidated Checks & Ability to change payment method for all line items at once.

I am starting to use the consolidated check feature to submit premiums to my underwriter. Currently, my closing agents are having to manually change the payment method from a check to a consolidated check. They have to change the payment method on...
Guest about 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

entering the recording information, regarding the time of recording AM or PM

AM or PM creates an adittional click thru that the system should determine automatically and allow the user to change if it disagrees. But if I put in the time 10:18 , It has to be AM. If i Put 1:08 it has to be PM. So it would be nice that based ...
Guest about 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Premium calculation worksheet

Would like the ability to generate a premium calculation worksheet from the Title Policy screen instead of having to go to the Documents screen.
Guest over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

1099 - Trusts

When electronically transmitting 1099's for trust we sometimes have social security numbers and sometimes have TIN's for the trust. It would be awesome if there was a way IF we had a social to be able to plug in the name of the trustee so that it ...
Cheryl Megan over 3 years ago in E-Closing Core / Enhancements 0 Future Consideration