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Attorney Portal Access

we should be able to upload documents to client's attorney into the portal.
Guest almost 5 years ago in E-Closing Core / Closing Portal 2 Implemented

Uploading Files into Folder

It would be great if you could drop files into folders on the File Summary Screen rather just into the general file and then going to Document Management - Generate Documents - move to the appropriate folder in the file
Guest over 3 years ago in E-Closing Core / New Features 1 Implemented

Simplifle recording data go directly into a document folder in the file

When I use simplifle through eclosing, recorded documents, page 1 of recorded documents for every doc recorded show up in the documents section. This can be between 2 - 18 extra documents. Can they be automatically routed into a specific subfolder?
Guest over 3 years ago in E-Closing Core / New Features 1 Implemented

Add Mortgage Broker Info to Summary on each File

All of us the process and close would benefit
Guest about 5 years ago in E-Closing Core / Enhancements 0 Implemented

Real Estate Agent Filter

We think it would be helpful to extract or filter files by real estate agent. We try to keep our agents updates with their transactions and being able to pull files based on which agent would be very helpful and efficient.
Guest over 3 years ago in E-Closing Core / New Features 0 Implemented

Manually Type Payee for Rapid Entry

When selecting RAPID ENTRY under the payoff tab it should allow us to manually enter in the payee as Bank of America could be "Ashley Furniture - Bank of America" or even "Ashley Furniture - SYNBC". Having to manually enter in each payee takes up ...
Guest almost 2 years ago in ClosingVue 0 Implemented

slow population of buyer and seller information

for some reason the buyer and seller information section is VERY slow to populate when switching from one screen to another. Can this be programed to show up instantly like all other sections?
Guest almost 2 years ago in E-Closing Core / Enhancements 0 Implemented

In ClosingVue - When you click on new note, could cursor auto go into notes box that pops up like in E-clsoings please.

In ClosingVue - When you click on "new note", could you make it so that the cursor auto goes into notes box that pops up like in E-clsoings so you can just start typing the note? Thanks so much!!
Guest almost 2 years ago in E-Closing Core / Enhancements 1 Implemented

Alphabetize Drop Down Box for Real Estate Agent with a Company

Alphabetize Drop Down Box for Real Estate Agent with a Company on the Financial Screen when adding a new file.
Guest almost 2 years ago in E-Closing Core / Enhancements 3 Implemented

Default 100 files on Whiteboard

Can you default to 100 files to view on Whiteboard instead of going back to 25 each time you refresh
Guest almost 2 years ago in E-Closing Core 2 Implemented