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E-Closing Core

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Allow Buyer/Seller/Realtors to provide their information thru the Portal

It would be nice if we can have the buyers/sellers/realtors fill out/update their contact information, commissions, vesting information, etc. through the portal so it populates directly to our system. Kind of like a questionnaire they can fill out...
Guest over 3 years ago in E-Closing Core / New Features 0 Will Not Implement

toggle button should be colored like before

You changed the toggle button on several screens to turn things on and off (for example on the title policy page to select lender policy). I believe it used to be green when you wanted a lender policy. Now it's just gray and darker gray. They are ...
Elaine Volan over 1 year ago in E-Closing Core / Enhancements 0 Will Not Implement

To Include the Year in the Status Date Field on the Void/Stopped Withdrawals Report

The year is included in the Date Field, but not the Status field which when there are several items spanning over the course of a few years, a date including the year would be helpful.
Guest 10 months ago in E-Closing Core / Enhancements 0 Future Consideration

Closing Vue - Put file upload area in the new menu bar (on right of screen)

Why not put a file upload area in the right menu bar? This way you don't have to navigate to another screen to upload your file without having to navigate back to the screen to finish what you're working on. In other words, a lot of the time, the ...
Mary Margaret Stacy over 1 year ago in E-Closing Core / Enhancements 1 Will Not Implement

Jacket/Policy Type should map--> to the commitment!

Commitments are issued specific to the policy type being issued. There are basically 2 owner policies and 3 loan policies. The owner types are the "owners" + "homeowners". The lender types are the "lenders" ("long form") + "short form" + "short fo...
Mary Margaret Stacy over 1 year ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Merging client/purchaser/seller portals

We often work with brokers in their personal real estate deals. It would be great if brokers could access all of their files (personal and professional) with one sign-in. Even if we had to manually merge them in the User Management it would be ver...
Guest over 2 years ago in E-Closing Core / Closing Portal 1 Future Consideration

Recording Fee

In recording section you can add "additional documents". A line item should be added on the settlement statement reflecting that document instead of lumping the fee in the deed recording fee.
Arilee Ortiz over 1 year ago in E-Closing Core 1 Will Not Implement

Portal Capability

I think it would be of great value to add the capability for all parties in the transaction to be able to login and quickly answer all the necessary information. Of course you can upload a word doc with the questions and the party to the transacti...
Guest over 1 year ago in E-Closing Core / Closing Portal 0 Future Consideration

Admin Access To Rolodex

We are in the process of cleaning up our rolodex. I currently have to go entry by entry in the contacts screen and it is very cumbersome. I am wondering if you would be able to add an ability to select and alter, delete or archive multiple entries...
Stephanie Billingsley almost 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

new order requests by realtors/lenders/clients

It would be very helpful for realtors and lenders to enter or upload new order requests into e-closing.
Guest almost 2 years ago in E-Closing Core / Enhancements 2 Duplicate / Existing Functionality