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PINNED Add a notification when you recieve an Order in the notifications section
When you receive an order back from the underwriter, lien search or other vendor, a notification should show in e-closing. Right now, we only get an email, which is good but shouldn't it be inside e-closing as well?

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Showing 558 of 558

Create addressed envelopes from Escrow Accounting

It would be really helpful to be able to print addressed envelopes directly from the Escrow Accounting screen when disbursing funds.
Guest about 3 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Run Report per closer instead of just team

Running a weekly report per closer and not just per team. There is not an easy way to split closings.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

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 over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Page numbers at the bottom of the whiteboard

It would be great if we didn't have to scroll all the way to the bottom to access the next page on the whiteboard. If the page numbers could be frozen at the top of the screen so that as you scroll down it stays visible at the top that would avoid...
Guest over 3 years ago in E-Closing Core 0 Future Consideration

Next Rollout of a Changes - Whiteboard

In the webinar that we had today at 1 p.m. a view of the whiteboard was shown. On first impression we note that it is harder to identify files, no gridlines, etc. The alternating blue and white lines in the current whiteboard are helpful. May we a...
Guest almost 4 years ago in E-Closing Core / New Features 1 Future Consideration

Allow us to send canned Outlook emails triggered by Event

Many of us do not use the portal and prefer to communicate directly with our clients via email and not send them an email to go look somewhere else for their email. Would be efficient to allow the option for emails triggered by events to be sent d...
Guest almost 4 years ago in E-Closing Connect / Integrations 0 Will Not Implement

Synch Scheduled Events with my PracticePanther calendar.

Similar to the idea to synch with Outlook. My office uses PracticePanther to calendar non-real estate matters, like trial work. This would help me see all tasks for every practice area in a single calendar. Thanks.
Guest about 4 years ago in E-Closing Connect / Integrations 0 Will Not Implement

Back Policy Search intergration like FA has w Eclosings

First American's Back policies pull to eclosings and attach to each file. Would be great to have all integrate the same way.
Guest over 4 years ago in E-Closing Connect / Integrations 0 Will Not Implement