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Next Rollout of a Changes - Whiteboard

In the webinar that we had today at 1 p.m. a view of the whiteboard was shown. On first impression we note that it is harder to identify files, no gridlines, etc. The alternating blue and white lines in the current whiteboard are helpful. May we a...
Guest over 4 years ago in ClosingVue / New Features 1 Future Consideration

Allow us to send canned Outlook emails triggered by Event

Many of us do not use the portal and prefer to communicate directly with our clients via email and not send them an email to go look somewhere else for their email. Would be efficient to allow the option for emails triggered by events to be sent d...
Guest over 4 years ago in E-Closing Connect / Integrations 0 Will Not Implement

Policy Premium Payment confirmation

I was told that there is no way to receive a confirmation of remitted policy payments and that I should check my bank account. Having a payment confirmation (and automatically posting payment to Escrow Accounting) would be very helpful.
Guest over 2 years ago in E-Closing Core / Enhancements 1 Will Not Implement

Fix dates for rents collected proration

When I input rents collected, the dates that populate to the description on my ALTA Settlement Statement are not correct. I have a closing August 31 and the description that populates from the Proration Module is "Rent Collected 09/01/2022 to 08/3...
Davina Carroll over 2 years ago in E-Closing Core / Enhancements 0 Feedback & Review

Seller's Closing Disclosures Total Lines

On the Seller's CD, please lighten the roll-up totals so they are able to be seen. They currently are very dark and when emailed or scanned, you cannot read the totals that roll-up in each section of the CD entitled Due to (or from) Seller at Closing
Debbie over 2 years ago in E-Closing Core / Closing Portal 0 Future Consideration

email replies

when emailing from the portal, it would be great to have the reply to the email show up in the portal
Francis Mendez over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Checklists should appear once a checklist is chosen on the Create a File page, or make THAT a choice, to appear or not.

It is time consuming to choose & add each item in a checklist so that it will show up
Guest over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

CD/HUD shortcuts

Would it be possible to add as shortcut battorney and sattorney for buyer's attorney and seller's attorney respectively?
Becky Macha over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Back Policy Search intergration like FA has w Eclosings

First American's Back policies pull to eclosings and attach to each file. Would be great to have all integrate the same way.
Guest about 5 years ago in E-Closing Connect / Integrations 0 Will Not Implement

Colored Manual Disbursements in Escrow

Show any disbursments created manually in Escrow Accounting in a different color or font to be identified more quickly.
Guest over 2 years ago in ClosingVue / Enhancements 0 Future Consideration