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Enhancements

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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 almost 2 years ago in E-Closing Core / Enhancements 0 Will Not Implement

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 almost 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Add Email Address for Deed of Trust

In a file, we need to be able to email the Lender Council on Commercial Files. We can use the Deed of Trust field, but we would need an email address to be associated with it so that we can select them to email documents to.
Marc Hall about 5 years ago in E-Closing Core / Enhancements 0 Future Consideration

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 almost 3 years 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 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

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

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

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