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Default cancelled and seller only files to NO for 1099 eligible

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Guest almost 3 years ago in E-Closing Core / New Features 3 Duplicate / Existing Functionality

Multiple Signatories

Can we please have the option to add multiple signatories to Buyer/Seller Entities? As of now, we have to build in word, or use the + workaround, but the next time we close with the same client we have to re-enter everything.
Cherise Litz 10 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

a choice of a percentage or a dollar amount for Lender's Origination fee in the work flow.

I deal with many lenders who use a set dollar amount instead of a percentage. I would make things easier if than could be put in the financial screen rather than Manually on the CD.
Guest 10 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

When Construction Loan is Purpose, Change Page 3 of CD

When your Purpose on the Financial Information page under General Information is Construction, you should be able to change Page 3 of CD to Use Payoffs and Payments Section. Currently when I have a construction loan I have to choose Refinance as t...
Guest over 1 year ago in E-Closing Core / Enhancements 2 Duplicate / Existing Functionality

Master Property file

I am a doubletime user and love to be able to pull in info on prior properties we have closed on.
Pamela O'Steen 11 months ago in ClosingVue / New Features 1 Duplicate / Existing Functionality

Put a message tab on the file dashboard. This will allow us to see all incoming and outgoing messages in the file rather than going to a global inbox.

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Guest almost 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Search by "Listing Broker/Agent" and "Selling Broker/Agent"

When a listing agent or selling agent calls to discuss their open files, it would be helpful to be able to search by broker/agent so that we can quickly pull up their files without having to ask for a property address, seller/buyer name, etc. Alth...
Guest over 1 year ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Having option to group attachments as 1 PDF instead of individual documents when emailing.

If we had the option to group the documents we are sending, the email that they receive won't have a long list of attachments, and they will not miss any documents or our email to them.
Kim Smith about 3 years ago in E-Closing Core / Enhancements 4 Duplicate / Existing Functionality

Run SDN Button

It would be helpful for us to have a button within E-Closing that you can click to run the SDN search and save results to the file. (like the "Generate CPL "button) I
Guest almost 4 years ago in E-Closing Connect / Integrations 0 Duplicate / Existing Functionality

Alphabet search bar on rolodex

Instead of having to scroll through all Rolodex entries to find one, an alphabet search option at the top of the page that would allow you to click on a letter and then take you to the first entry with that letter. For example if you click on 'R' ...
Sara Houghton almost 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality