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Seperate Locations for Buyer and Seller

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Guest over 1 year ago in E-Closing Core 2 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

Put a "favorite doc" generated - user choice - such as CD or HUD

This way, you can easily generate a CD or HUD without having to go through a bunch of menu options.
Mary Margaret Stacy almost 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Default should be unchecked for document packages

going into the document packages each time requires you to uncheck the items you dont want. I have a package setup and i may not necessarily want to print all the closing day docs out. Too many clicks.
Ed Walker almost 4 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Escrow Accounting screen should always auto-update so changes wont be lost and changes take

When working on the escrow accounting screen and netting out lender fees for example, the expected funds dont seem to automatically update. I've had this happen a number of times thinking something was wrong and all it required was hitting F5 to r...
Ed Walker almost 4 years ago in E-Closing Core 0 Duplicate / Existing Functionality

Add "other" to proration screen

Add "other" to proration screen as sometimes there are various adjustments needed that aren't listed.
Guest almost 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Shipping Label addition

Is there a way to have the Town Hall for each property show up as a shipping label option? We have to send documents out to town halls to record documents (especially Rhode Island).
Guest almost 4 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Quick Filter & Ability to Pull Report by Title Processor or Attorney

We assign files using the title processor feature. It would be great to be able to pull a report of files currently assigned to a specific title processor or attorney.
Guest almost 4 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

FILE #

Can the File# be reflected at the top of screen on each tab, so when a file is open and on a tab other than main file screen, it will help to be sure working in correct file.
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality