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Enhancements

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Closing Vue - Put file upload area in the new menu bar (on right of screen)

Why not put a file upload area in the right menu bar? This way you don't have to navigate to another screen to upload your file without having to navigate back to the screen to finish what you're working on. In other words, a lot of the time, the ...
Mary Margaret Stacy over 1 year ago in E-Closing Core / Enhancements 1 Will Not Implement

Admin Access To Rolodex

We are in the process of cleaning up our rolodex. I currently have to go entry by entry in the contacts screen and it is very cumbersome. I am wondering if you would be able to add an ability to select and alter, delete or archive multiple entries...
Stephanie Billingsley almost 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

new order requests by realtors/lenders/clients

It would be very helpful for realtors and lenders to enter or upload new order requests into e-closing.
Guest almost 2 years ago in E-Closing Core / Enhancements 2 Duplicate / Existing Functionality

Phone Number Extensions option for new contacts in rolodex

Having the option to add an extension number after adding in the phone number when creating a new contact would be extremely helpful with new LO's, or agents from larger realtor offices.
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Email Subject prefill

It would be awesome if there was a dropp down on the Subject line for email so that you could select a subject (such as the Property address or Borrower name). Or even a list you could create for each file.
Francis Mendez over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Bank ledger - add option to SAVE TO E-CLOSING FILE

Add an option to add the bank ledger file to the E-Closing file just like the remaining documents so we don't have to save on desktop and drag in.
Guest about 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Fix for issue when selecting a checklist on Create File screen

If a user selects a checklist on the Create File screen, then any events that are based upon the closing date will not appear because the actual closing date cannot be entered until a user gets to the Financial screen. If a closing date is then en...
Guest over 2 years ago in E-Closing Core / Enhancements 1 Feedback & Review

Additional documents for recording should be shown as separate line items

Recording fees for each document should be shown so all parties can review the fees on the CD.
Guest over 2 years ago in E-Closing Core / Enhancements 4 Will Not Implement

Email Multiple Docs in One Email

It is often necessary to send multiple documents (e.g., title commitment docs and CPL). It would be nice is you could select multiple files from the Doc Mgmt screen to email to the same recipient.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Declaration of Homestead

Please state signed under pains and penalties of perjury. It currently states signed under perjury
Guest over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality