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E-Closing Core

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Search Bar in each Rolodex category

We need a search bar. We have a lot of contacts under Lenders and Brokers. Being able to just search the name of the category and/or a specific person would make it so much easier and quicker.
Guest over 4 years ago in E-Closing Core / Closing Portal 0 Implemented

Add the ability to add agents as a portal user instead of having to go to the Rolodex to add them

No description provided
Guest over 4 years ago in E-Closing Core / Closing Portal 0 Implemented

JUST A BIG THANK YOU TO E-CLOSING!!!

THANK YOU SO MUCH For the recent changes...... I am looking forward to trying all of them. I was working on the platform when the Documents change/upgrade was turned on the other day in the wee hours of the night and I loved it. Thank you again......
Guest over 4 years ago in E-Closing Core 0 Implemented

Seller and Buyer Attorney Info on Summary Page

The name of the attorney for seller or buyer does not appear on the Summary Page. It should appear under their seller or buyer name with their email and phone.
Guest over 4 years ago in E-Closing Core / Enhancements 0 Implemented

Emails for sellers and buyers or borrowers to work

I don't know why the realtors emails work but the buyers and sellers do not, it would be so much easier then cutting and pasting that we could just click on the email and it work.
Guest over 4 years ago in E-Closing Core / Enhancements 0 Implemented

Documents that are scanned or uploaded to file should be shown in chronological order.

I feel it would be help to all who opens the file via eclosings to search for the documentation that they are looking for. Due to the constraints of the Covid-19 virus, a lot of our employees are working from home. All documentation, such as Title...
Guest over 4 years ago in E-Closing Core / Enhancements 0 Implemented

Real Estate Broker Commission Expressed as Percentage

Real estate commissions are almost always expressed as a percentage (%) as they are directly tied to the purchase price. The commission section should therefore ask a total commission %, and then each broker's separate percentage. Real estate comm...
Guest almost 5 years ago in E-Closing Core / Enhancements 0 Implemented

Make Lisitng and Selling Broker Phone Numbers plain text, not links on File Summary

In order to be able to select the phone number from the File Summary screen on a user's iPhone, please make the phone numbers for the Listing and Selling Broker's phone numbers plain text, not links that take to you to the Financial Information Sc...
Alyssa LeMay about 5 years ago in E-Closing Core / Enhancements 0 Implemented

Retain a copy of receipts generated from Escrow Accounting.

When using the Update and Print function to post a receipt, retain a copy as a scanned/saved document in order to more easily facilitate the sending of that item via either encrypted email or the portal.
Guest over 5 years ago in E-Closing Core / New Features 0 Implemented

closing date and property address added to general information

The property address and closing date should be included at the top of the file summary under the general information section. The way it is set up now, it is not easy to see/differentiate from the rest of the text on the screen.
Lindsay almost 2 years ago in E-Closing Core / Enhancements 2 Implemented