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Closed and Cancelled files

It would be extremely useful if closed and cancelled files stood out from open and active files. For instance, if a file was closed or cancelled, if an alert would pop-up stating this or perhaps the background of the screen were a different color,...
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Event status able to be sorted in alphabetical order

It is not the easiest thing to find an event when you have a bunch of them and they aren't seemingly in any recognizable order. It would be helpful if you could click on the list and sort them from A to Z.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

list the endorsements separately on the CD if I click in the title policy page.

If I click a 8.1 endorsement then I want to be listed on the CD with the charge instead of increasing the total lender premium.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Ability to select multiple documents to email at once.

No description provided
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Ability to Template Email Notification

It would be nice to have the ability to template the email notification that goes out when an event is complete. As far as I can tell, at the moment, the software sends a notification via email telling the recipient they have a notification in e-c...
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Attorney Drop down Menu needs to be Alphabetized

Currently the Drop down Menu for Attorneys in the borrowers information page is not organized Alphabetically, making it very difficult to find who we are looking for.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Sending multiple documents via email

Would love to be able to send our abstractor (or any contact) multiple pdfs saved to the document section at one time.
Guest over 3 years ago in E-Closing Core 0 Duplicate / Existing Functionality

Notary Date

The ability to delete a date for the notary on mail away transactions. Currently can only be edited in Word.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

CD - Attorney Information

Page 5 of the CD should pull the information for the attorney closing the transaction from the attorney inforamion an dnot the paralegal assigned.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Text Description

There should be a way to add test descriptions / clauses to deeds, bills of sale or any other document. currently all of this has to be edited and added in Word.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality