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Search by "Listing Broker/Agent" and "Selling Broker/Agent"

When a listing agent or selling agent calls to discuss their open files, it would be helpful to be able to search by broker/agent so that we can quickly pull up their files without having to ask for a property address, seller/buyer name, etc. Alth...
Guest over 1 year ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Create a pre-cd file status category

Prospective buyers and borrowers frequently request title quotes before deciding which title company to use. It appears that e-closing does not have a category that is suitable for these title quotes. So it would be helpful to have a pre-CD or tit...
Guest over 1 year ago in E-Closing Core / New Features 1 Will Not Implement

internal office messaging

like Microsoft teams, but in eClosing. This would make it easier to work with team members, and internal communication
Guest over 1 year ago in E-Closing Core / New Features 2 Will Not Implement

Not opening a new tab for every file

Instead of opening a new tab on the browser for each file you enter, or going into back office, everything should stay on the same tab. If possible, it would be great if there were tabs within the system for each file you were in, that you could c...
SiArah Olsen almost 2 years ago in E-Closing Core / New Features 3 Will Not Implement

Need to be able to drag and drop email into file without saving to desktop

To be able to use the eclosing file as the full file you should be able to either drag and drop all email to the file or have a way to append to the file. Having to resave everything to the desktop in another format and then delete it twice is a w...
Guest almost 3 years ago in E-Closing Core / New Features 1 Will Not Implement

Text Messaging

Some clients prefer a text message over a phone call.
Guest over 2 years ago in E-Closing Core / New Features 0 Future Consideration

Excess Deposit Field on the Financial Information Screen

Have a field in the area of the commission to show/confirm an excess deposit amount.
Guest almost 3 years ago in E-Closing Core / New Features 0 Future Consideration

Notary Section

if we have more than 1 signing we should have the option to have them all together or individually signature line and notary buyers or sellers signing in different states
Guest about 2 years ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Allow Buyer/Seller/Realtors to provide their information thru the Portal

It would be nice if we can have the buyers/sellers/realtors fill out/update their contact information, commissions, vesting information, etc. through the portal so it populates directly to our system. Kind of like a questionnaire they can fill out...
Guest over 3 years ago in E-Closing Core / New Features 0 Will Not Implement

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