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Sending Documents

I wish there was a way to combine all the documents together so, when I send a closing package, it shows as ONE package/link to my closer.
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Make reconciliation check section easier to check off

There's is too much space between the check box and the amounts of the checks. Make the description section shorter to make it easier to verify amounts with check numbers.
ARAX RODRIGUEZ almost 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Buyer only option

There is an option for Seller only, and we would like to see an option for Buyer only, this will enable us to track our Buyer Rep files.
Guest almost 2 years ago in E-Closing Core / New Features 5 Duplicate / Existing Functionality

Add Multiple Bar Codes to Document Packages

We use many of the same bar codes for each file (e.g., Deed to Record, Mortgage to Record, Post Closing Checklist). It would be very helpful to be able to have all required Bar Codes print out with all other documents in a Document Package.
Guest about 2 years ago in E-Closing Core / Enhancements 5 Duplicate / Existing Functionality

Add scanned document to every new file

Is there a way to set up e-closing so that every time we open a file the file includes a particular document. Meaning, for each file we will need to send wiring instructions to the lender and buyer. Rather than having to go into Generate Documents...
Guest about 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Ordering Commitments Auto-Populates Data from E-Closing File

To order a title commitment under The Fund integration module you have to manually enter the buyer, seller, property, etc. when all that information is already in E-Closings. There should be a button in the File to order title commitments that the...
Guest about 4 years ago in E-Closing Connect / Integrations 0 Duplicate / Existing Functionality

email replies

when emailing from the portal, it would be great to have the reply to the email show up in the portal
Francis Mendez about 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Checklists should appear once a checklist is chosen on the Create a File page, or make THAT a choice, to appear or not.

It is time consuming to choose & add each item in a checklist so that it will show up
Guest over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Lender Contact Info on File Summary Screen

Showing the email addresses for the loan officer/processor/mtg broker on the File Summary screen would be helpful.
Sinead McDonnell over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Need Notary Clauses to be able to be modified for different countries and date of signing

No description provided
Guest over 2 years ago in E-Closing Core 2 Duplicate / Existing Functionality