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Jacket/Policy Type should map--> to the commitment!

Commitments are issued specific to the policy type being issued. There are basically 2 owner policies and 3 loan policies. The owner types are the "owners" + "homeowners". The lender types are the "lenders" ("long form") + "short form" + "short fo...
Mary Margaret Stacy over 1 year ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

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

Rolodex

When searching for a company name, why can't we just use part of the company name. why does only allow you to search by the exact name?
Guest almost 2 years ago in E-Closing Core / New Features 1 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 about 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

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

Provide pop-up to Rolodex when adding Buyers or Sellers instead of requiring that you copy the information from an existing file.

With Relocation files, the Relocation company starts as a Buyer then becomes a non-titled Seller part way through the transaction. Or the file gets opened before we know who the ultimate Relocation company or Investor is and need to add them at a ...
Kimberly Gilbert-Toelle over 2 years ago in E-Closing Core / New Features 3 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

library of custom made clauses

to have a menu option to include my own clause which i use repeatedly in all of my seller docs, like the sale is subject to paid taxes of the current year, or on the bill of Sale we put that the sale inclused all the items described in the sales c...
Guest over 3 years ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality