Enhancements

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...

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...

Can an option be added to clear the list of previous files in the Find Files field on the Whiteboard?

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...

Being able to quick filter and export files by real estate agent would be very helpful!

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. ...

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

Setting up HUD and CD defaults should be much easier. We should be able to create a set of defaults and have it work properly, without having to worry about what defaults there were previously and how those defaults get pulled in and could make du...

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 ...

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