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E-Closing Core

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Rolodex

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?
Guest almost 2 years ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Please update the HUD Defaults feature to CD Defaults.

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.
Guest almost 4 years ago in E-Closing Core 0 Future Consideration

Phone Number Extensions option for new contacts in rolodex

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.
Guest about 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Status should include and "ON HOLD" option.

Parties sometimes ask not to cancel a file and go on stand-by for an indeterminable about of time. The file's checklist could be frozen and the file would stay on the whiteboard in order for it to be followed up on. Maybe the line could turn an un...
Guest about 5 years ago in E-Closing Core 1 Will Not Implement

Email Subject prefill

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.
Francis Mendez over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Tax Collector as Business Type

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.
Guest over 2 years ago in E-Closing Core 1 Will Not Implement

Bank ledger - add option to SAVE TO E-CLOSING FILE

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.
Guest about 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Email Multiple Docs in One Email

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.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Fix for issue when selecting a checklist on Create File screen

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...
Guest over 2 years ago in E-Closing Core / Enhancements 1 Feedback & Review

Additional documents for recording should be shown as separate line items

Recording fees for each document should be shown so all parties can review the fees on the CD.
Guest over 2 years ago in E-Closing Core / Enhancements 4 Will Not Implement