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Put a "favorite doc" generated - user choice - such as CD or HUD

This way, you can easily generate a CD or HUD without having to go through a bunch of menu options.
Mary Margaret Stacy almost 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Default should be unchecked for document packages

going into the document packages each time requires you to uncheck the items you dont want. I have a package setup and i may not necessarily want to print all the closing day docs out. Too many clicks.
Ed Walker over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Escrow Accounting screen should always auto-update so changes wont be lost and changes take

When working on the escrow accounting screen and netting out lender fees for example, the expected funds dont seem to automatically update. I've had this happen a number of times thinking something was wrong and all it required was hitting F5 to r...
Ed Walker over 3 years ago in E-Closing Core 0 Duplicate / Existing Functionality

Add "other" to proration screen

Add "other" to proration screen as sometimes there are various adjustments needed that aren't listed.
Guest almost 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Shipping Label addition

Is there a way to have the Town Hall for each property show up as a shipping label option? We have to send documents out to town halls to record documents (especially Rhode Island).
Guest almost 4 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

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 almost 4 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

FILE #

Can the File# be reflected at the top of screen on each tab, so when a file is open and on a tab other than main file screen, it will help to be sure working in correct file.
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Sending Multiple Docs

Currently, when sending multiple documents on one file, we need to open, save and then include in our email. I believe it would be easier if we could select multiple documents to generate as one PDF, as opposed to sending five or six PDFs with the...
Guest almost 4 years ago in E-Closing Core / Closing Portal 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 almost 4 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Editable/live WORD doc within File Summary

When a WORD doc is opened from File Summary and edited, clicking "save" in WORD would save all changes to that document within the file. This would allow for multiple team members to edit the same document until perfect for closing.
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality