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Make reconciliation check section easier to check off

There's is too much space between the check box and the amounts of the checks. Make the description section shorter to make it easier to verify amounts with check numbers.
ARAX RODRIGUEZ about 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Email Subject prefill

It would be awesome if there was a dropp down on the Subject line for email so that you could select a subject (such as the Property address or Borrower name). Or even a list you could create for each file.
Francis Mendez over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Email Multiple Docs in One Email

It is often necessary to send multiple documents (e.g., title commitment docs and CPL). It would be nice is you could select multiple files from the Doc Mgmt screen to email to the same recipient.
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

library of custom made clauses

to have a menu option to include my own clause which i use repeatedly in all of my seller docs, like the sale is subject to paid taxes of the current year, or on the bill of Sale we put that the sale inclused all the items described in the sales c...
Guest almost 4 years ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Provide pop-up to Rolodex when adding Buyers or Sellers instead of requiring that you copy the information from an existing file.

With Relocation files, the Relocation company starts as a Buyer then becomes a non-titled Seller part way through the transaction. Or the file gets opened before we know who the ultimate Relocation company or Investor is and need to add them at a ...
Kimberly Gilbert-Toelle over 2 years ago in E-Closing Core / New Features 3 Duplicate / Existing Functionality

Declaration of Homestead

Please state signed under pains and penalties of perjury. It currently states signed under perjury
Guest over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Look up number field should automatically generate sequential file numbers

Look up number field automatically generates sequential file numbers...user doesn't have to look back at last file number, and system would generate the next incremental file number without a manual add. Needs to accommodate for different loan pur...
Guest over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Bank ledger - add option to SAVE TO E-CLOSING FILE

Add an option to add the bank ledger file to the E-Closing file just like the remaining documents so we don't have to save on desktop and drag in.
Guest over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

checklist tasks

alphabetize the checklist tasks
Guest almost 3 years ago in E-Closing Core 1 Duplicate / Existing Functionality

Adding Realtor Phone numbers in the file

No description provided
Guest over 1 year ago in E-Closing Core / Closing Portal 0 Duplicate / Existing Functionality