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Quick Filter & Ability to Pull Report by Title Processor or Attorney

We assign files using the title processor feature. It would be great to be able to pull a report of files currently assigned to a specific title processor or attorney.
Guest about 3 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Searching and Creating Reports by Loan Officer

Instead of relying on the referral code feature, we should be able to pull reports based on loan officers that show revenue generated from that person.
Guest about 3 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

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

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