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Buyers in Trust setup

When there are multiple trustees as buyers, the system defaults to name1 as Trustee of Trust and name2 as Trustee of Trust and name3 as Trustee of Trust...instead of name1, name2, name3 as Trustees of Trust. We have to manually alter the names on ...
Diana Leach over 1 year ago in E-Closing Core / Closing Portal 2 Duplicate / Existing Functionality

Add NON-WARRANTY deed as a selection in the drop down menu for Chain of Title and entering deed information.

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

Generate Regular Envelope Labels from Addresses Entered on Checks - Escrow Accounting Page

It would be great if there was a way to generate labels for regular envelopes (as opposed to a UPS or FedEx shipping label). For example if I enter a mailing address for a particular check on the Escrow Accounting page, say for instance a pest con...
Guest about 3 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Realtor Quick Filter

Being able to quick filter and export files by real estate agent would be very helpful!
Guest about 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Seperate Buyer and Seller Closing Statements

Nearly all commercial closings have seperate Buyer and Seller closing statements as the parties do not wish to share all of their expenses with one another. Additionally, buyer or seller may be a 1031, which may or may not require the QI to sign. ...
Guest about 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Paid Disbursements in Escrow Add date column just Like Posted Receipts

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

Seperate Locations for Buyer and Seller

No description provided
Guest over 1 year ago in E-Closing Core 2 Duplicate / Existing Functionality

Co-Agent Option

Would it be possible to add another column for a co-agent under the realtor information? We have several agents forming teams where they would like us to include another agent in addition to the main agent on some files but not others. Thank you!
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Frequent Client Drop Down

Could there be a frequent client (buyer and sellers) drop down box when creating a new order?
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Gotta be able to filter overdue tasks by closing team.

We had this option on the old e-closing software (changed about a month ago). Need it back.
Guest almost 2 years ago in ClosingVue 1 Duplicate / Existing Functionality