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Enhancements

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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

Look up number field should automatically generate sequential file numbers

Look up number field automatically generates sequential file numbers...user doesn't have to look back at last file number, and system would generate the next incremental file number without a manual add. Needs to accommodate for different loan pur...
Guest over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Move link to download attachment to after message

When sending an email with an attachment through e-closing, it would be ideal if the link to download the attachment was placed under the message instead of first thing. This would make the e-mail look much less like spam and would increase the ch...
Lindsay over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

delete file search history

Can an option be added to clear the list of previous files in the Find Files field on the Whiteboard?
Melissa Scott over 1 year ago in E-Closing Core / Enhancements 1 Will Not Implement

Balance Activity Report or Escrow Detail By File automatically save to E-Closing file

Please add the option for the Balance Activity Report or Escrow Detail By File automatically save to E-Closing file the same as the other documents we can request
Guest over 1 year ago in E-Closing Core / Enhancements 1 Will Not Implement

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 almost 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Realtor Quick Filter

Being able to quick filter and export files by real estate agent would be very helpful!
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Seperate Buyer and Seller Closing Statements

Nearly all commercial closings have seperate Buyer and Seller closing statements as the parties do not wish to share all of their expenses with one another. Additionally, buyer or seller may be a 1031, which may or may not require the QI to sign. ...
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Menu items in alphabetic order

Menu items in alpha order
Guest over 1 year ago in E-Closing Core / Enhancements 1 Will Not Implement

Make the print on the white board darker.

Easier to read
Guest over 1 year ago in E-Closing Core / Enhancements 1 Will Not Implement