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E-Closing Core

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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

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 12 months ago in E-Closing Core / Enhancements 0 Future Consideration

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

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

Make reconciliation check section easier to check off

There's is too much space between the check box and the amounts of the checks. Make the description section shorter to make it easier to verify amounts with check numbers.
ARAX RODRIGUEZ about 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

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

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 almost 4 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