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Add Paralegal contact information to the main screen

Most Attorney's do not handle their own files, usually a Paralegal handles the transaction. While there is the ability to add a Paralegal to the Rolodex, this information does not populate on the main screen.
Guest over 3 years ago in E-Closing Core / Enhancements / New Features 3 Implemented

Ability to search in white board by RE Agent; RE Office or by Lender name

It would be helpful to be able to look up a prior lender file to see, for instance, if they require their note mailed separate from their other pkg for purposes of proper initial fee disclosre. The beginning processor never knows any of those answ...
Guest almost 5 years ago in E-Closing Core / New Features 1 Implemented

Move 1099-S Yes or No from Financial Page to Seller Page

I go to Seller Page to put in SS# and forwarding address, then have to go to Financial Page to click on Yes or No for 1099S filing. Would be beneficial to have on Seller Page as it only actually to the Seller.
Guest over 4 years ago in E-Closing Core / Enhancements 0 Implemented

In LENDER screen please please please display MORTGAGEE CLAUSE beneath the lender name

In LENDER screen please please please display MORTGAGEE CLAUSE beneath the lender name, even if it is in non-editable format. This will ensure that when the title order is entered, the mortgagee clause matches the title requirement. Right now, the...
Guest almost 4 years ago in E-Closing Core / New Features 0 Implemented

Staying in Company in Rolodex

When I'm entering multiple people to a company, it would be useful to stay inside a company's Rolodex entry so I don't have to keep searching the company to add more people to it.
Guest over 4 years ago in E-Closing Core / Enhancements 0 Implemented

More then one user working in a file

It would be nice if we can be alerted if another user in my account is working in the same file or same screen at the same time I am.
Guest about 3 years ago in ClosingVue / Enhancements 2 Implemented

Email address for Lender Final Closing Docs

We would like to be able to add an email address for the Lender's Final Closing Docs address. Sometimes, we have to email the mortgage and policy once the transaction is closed, and sometimes it is a different email address.
Marc Hall over 4 years ago in E-Closing Core 0 Implemented

Highlight Fill Ins on Boiler Plates

It's hard to ID what needs to be completed on boiler plates with just a " | " if it was highlighted in Orange (same as it currently is in EClosing) that would be SO HELPFUL. That is a feature that makes working with boiler plates easier in EClosin...
Guest about 1 year ago in ClosingVue / Enhancements 0 Implemented

Ability to move all folders and documents when copying to a file

Ability to move all folders and documents when copying to a file/new file
Guest 11 months ago in ClosingVue / Enhancements 0 Implemented

Add Address Line Under Witness-Deed

Clerk's offices are requiring that address be listed un the the witness names on the deed. It would be nice to have that auto generate so we don't forget.
Guest about 1 year ago in ClosingVue / Enhancements 0 Implemented