E-Closing Core

When searching for a company name, why can't we just use part of the company name. why does only allow you to search by the exact name?

Currently, you have to refer to the HUD line number reference line for CD defaults and there is no way to enter defaults for section A of a CD.

Having the option to add an extension number after adding in the phone number when creating a new contact would be extremely helpful with new LO's, or agents from larger realtor offices.

Add an option to add the bank ledger file to the E-Closing file just like the remaining documents so we don't have to save on desktop and drag in.

It would be awesome if there was a dropp down on the Subject line for email so that you could select a subject (such as the Property address or Borrower name). Or even a list you could create for each file.

In PA we pay taxes to induvial tax collectors and not large organizations. This would allow the check to print correctly without having to adjust the payee everytime.

If a user selects a checklist on the Create File screen, then any events that are based upon the closing date will not appear because the actual closing date cannot be entered until a user gets to the Financial screen. If a closing date is then en...

Recording fees for each document should be shown so all parties can review the fees on the CD.

It is often necessary to send multiple documents (e.g., title commitment docs and CPL). It would be nice is you could select multiple files from the Doc Mgmt screen to email to the same recipient.

With Relocation files, the Relocation company starts as a Buyer then becomes a non-titled Seller part way through the transaction. Or the file gets opened before we know who the ultimate Relocation company or Investor is and need to add them at a ...