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Document Page and scanned docs should be different screens

The Document page is now cluttered with the packages and signed documents displaying on the same page. It was a lot easier to navigate when these pages were separated.
Guest over 2 years ago in E-Closing Core / Enhancements 3 Will Not Implement

Barcode Notifications

Having a notification ability for an uploaded barcode, barcode received by file, notification goes out to say the account rep OR the ability to print a barcode that goes to one particular email
Cheryl Megan almost 3 years ago in E-Closing Core / Enhancements 5 Will Not Implement

Emailed Documents-Recipient shown to know who we've sent items to in ECDT

In the "Emailed Documents" section under "Document Management" it would be convenient to know who you've sent emails too as well as when they were sent and opened so you don't send a duplicate email to someone.
Guest almost 3 years ago in E-Closing Core / New Features 1 Will Not Implement

Event colors need to be more vivid and different from each other

When the Event colors were more vivid they were easier to see and more useful, now that they are dull, and greens are so similar and red and orange almost look the same, they are not as useful as they once were.
Guest almost 3 years ago in E-Closing Core / Enhancements 1 Will Not Implement

Event due dates to sort files on the whiteboard and in reports

While it is helpful to be able to run reports and view the whiteboard sorted by the data items such as closing date, creation date, etc., it would be helpful if we could sort the whiteboard and the reports based on the events we have created. For ...
Guest almost 3 years ago in E-Closing Core / New Features 1 Will Not Implement

Rolodex updates for Real Estate Agents

It would great if the rolodex for real estate agents allowed us to enter the agent's name first, then their agency, since many agents change companies but are in our system already. Also, if we could add a feature to "update" the contact so that w...
Guest about 3 years ago in E-Closing Core / Enhancements 0 Will Not Implement

Upload screen

Would be nice to have a singe dedicated screen for uploading docs, showing large icons for a dozen or so of the most uploaded docs (Lender Package, Title Request, Title Search, Current Owner Deed, Back Title, etc) that stays open and you can uploa...
Guest about 3 years ago in E-Closing Core / Enhancements 0 Will Not Implement

Broker information to save without having a Lender

Brokers sometimes take a few weeks to assign a Lender, and the Broker contact information is currently not saving without a Lender, and we need that information to save right away.
Guest about 3 years ago in E-Closing Core / Enhancements 0 Will Not Implement

Add Ref Lines to UPS labels that show up on the labels and give the ability to print receipts

any ref notes you add to the labels do not show up on the label. We need to be able to identify these packages by file number and name. In ups.com, you're able to have 2 reference fields and they both show on the label. Also, I don't see a place t...
Guest over 3 years ago in E-Closing Core / Enhancements 0 Will Not Implement

Document Packages- separate docs by seller & buyer

It would be sweet if the document packages would group docs by who signs them, so you can only print buyer only documents without having to create a different package
Guest over 3 years ago in E-Closing Core / Enhancements 0 Will Not Implement