Pulling over the Mortgage/Assignment information entered in the Payoff/Payment tab onto the title
This is useful as currently we are required to re-enter all of the same information and sometimes there are multiple mortgages and multiple assignments. This is time consuming and the change to make an error are increased and increases liability. ...
Our business at this point mainly concerns preparing judicial titles (some are insurable through our underwriter and others are simply a report) for foreclosure actions. It is important to be able to see the data from the title abstract report fro...
Melissa Burke
7 months ago
in ClosingVue
0
Future Consideration
Add ability to master files to copy documents needed in files generated
There are certain documents needed in all closing files, like wiring instructions. Instead of having to generate the document in every file from document management or drag the file in, it would be great to have the file automatically copy from a ...
Multiple county and parcel closings you have to split out and separately figure the tax and recording. It would be helpful to be able to add additional counties/recording to the recording area for the program to figure the tax and page count alloc...
Add more boxes for alternate names for Buyers/Sellers
Please add a place to put alternate names for Buyers and Sellers. For instance, if the Deed was conveyed to Jane Smith but she got married and is n/b/m Jane Doe.
Have a closer option as well as the processor option/use team/use attorney
We would like to have an option that would allow us to have the processor as one option and a closer as another option. Currently the options are TEAM/PROCESSOR/ATTORNEY and we would like to add CLOSER. We set our Whiteboards to show files assigne...
Guest
almost 5 years ago
in E-Closing Core
0
Future Consideration
Add Milestones/Groups to checklists (grouping checklist events)
The ability to organize checklist events in groups (ie. opening, ordering, processing, pre-closing, funding, etc.) with the ability to add "child" checklist events assigned to each group.
The drop-down menu on the right is nice, but if I want to remove it in order to view something, I have to scroll all of the way to the top and click on the arrow. Maybe add a feature that will allow the user to click and slide it to the right, and...
Our firm deals with both Condo Associations and HOAs, so I had E-Closing add the HOA category in our Rolodex company types. When opening a new order, the property screen dropdown for Assoc. Name only allows you to pull from the Condo Association e...
I would be useful for customers to be able to sign documents in a secure setting like the closing portal such as buyer or seller letters, payoff authorization, etc. Integration with DocuSign or Adobe sign would be very efficient and secure.