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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?

Integrations

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Integration with Clio

I use Clio to for time tracking and management of my other cases. Integration from E-closing to Clio would save time - I would like to create a File in E-closing and be able to push it to Clio to create that file as a "Matter" in Clio so I can sta...
Guest almost 4 years ago in E-Closing Connect / Integrations 1 Feedback & Review

Survey Companies

We would like to know if you have any integrations with Survey Companies. This would be a useful integrations, especially when having the add survey encroachments to the policies. Thank you.
Guest over 1 year ago in E-Closing Connect / Integrations 0 Feedback & Review

Integrations with Domestic Relations Search and PACERS Bankruptcy Search

It would be very useful to have an integration set-up like the Patriot Search (sanctions) to search for bankruptcy (PACERS) and domestic relations liens since they are both required by the underwriter on all parties.
B about 1 year ago in E-Closing Connect / Integrations 1 Feedback & Review

Allow clients to input data (eg, buyer/seller info) from custom form

The idea is similar to ClosingLock where the system send programed pdf document to clients to fill out and send back. That is important and has huge business value because users will switch from ClosingLock to ClosingVue and also start to use Clos...
Guest 5 months ago in E-Closing Connect / Integrations 0 Feedback & Review

CRM Integration

We enter in contacts for all our clients (buyers/sellers/brokers/agents). We should be able to store this data directly to a CRM for marketing or education. the ability to send an email out to all or a select group would be very beneficial.
Guest over 1 year ago in E-Closing Connect / Integrations 0 Feedback & Review

E-signature capability in Customer Portal

I would be useful for customers to be able to sign documents in a secure setting like the closing portal such as buyer or seller letters, payoff authorization, etc. Integration with DocuSign or Adobe sign would be very efficient and secure.
Stephen Norman about 2 years ago in E-Closing Connect / Integrations 0 Future Consideration

Allow CPL Insured to be an infinite number of characters

In the Companies screen, you can indicate who the company is, and how they want to be listed as the insured, but you are limited to a certain number of characters. When faced with a lender who has an exact name to be listed on the CPL and Loan Pol...
Danielle Marden almost 2 years ago in E-Closing Connect / Integrations 1 Future Consideration

Run SDN Button

It would be helpful for us to have a button within E-Closing that you can click to run the SDN search and save results to the file. (like the "Generate CPL "button) I
Guest over 3 years ago in E-Closing Connect / Integrations 0 Duplicate / Existing Functionality

Add OR Escrow Pro to E-connect

Please add OR Escrow Pro to E-connect to transfer fees from E-closing to OR Escrow Pro. Thank you
Guest over 3 years ago in E-Closing Connect / Integrations 0 Feedback & Review

Update to Title Search

It would be useful if when you order an update to title search under Maintain File, Property Information page, that it reflected the Update was ordered and the date it was ordered. Please consider making this update.
Guest 10 months ago in E-Closing Connect / Integrations 1 Will Not Implement