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Pinned ideas

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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Allow Users access to API or more Web-hooks to develop custom integrations

With the growing usage of API and services like Zapier and Integromat, I find that many features can be more easily developed by allowing us, the users, some access to call or hooks of certain information so we can transmit to external services.
Guest almost 4 years ago in E-Closing Connect / Integrations 0 Future Consideration
110 VOTE

Digital Signature Ability or Integration to Vendor

Would be great to see a digital signature option in the system or and integration with one of the leading providers like Docusign or Dotloop
Guest almost 4 years ago in E-Closing Connect / Integrations 1 Future Consideration

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

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

Ability to create Return Shipping labels or Edit the from information

We do not have the option of creating a return label without first creating a label TO that person. My suggestion would be to incorporate an edit field for the FROM information as well...
Guest almost 4 years ago in E-Closing Connect / Integrations 1 Planned

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

Add USPS address lookup function in all areas that ask for an address

We're fastidious about getting peoples' addresses correct. Especially the subject property address. Any time we enter any address, we look it up first. In our system, if the address contains the last four numbers of the extended zip code, that is ...
Guest about 4 years ago in E-Closing Connect / Integrations 0 Future Consideration

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

USPS Click & Ship from file just like Fedex

It would be great if we could use USPS click & ship within the file like we do Fedex. Lots of stuff could be sent this way to get a signature confirmation and it cost 25% of what Fedex charges. Now, we do it separately but we have to track eve...
Guest over 4 years ago in E-Closing Connect / Integrations 0 Future Consideration
239 VOTE

Populate closing dates from E-closing whiteboard directly to Outlook calendar so if closing date changes, the Outlook calendar is updated

We use outlook calendar for client meetings and closings. Sometimes we forget to update the Outlook calendar (one extra thing to think about) when closing dates change. We could avoid scheduling conflicts if E-closings could update our calendar.
Guest over 4 years ago in E-Closing Connect / Integrations 7 Future Consideration