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E-Closing Core

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Declaration of Homestead

Please state signed under pains and penalties of perjury. It currently states signed under perjury
Guest over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Look up number field should automatically generate sequential file numbers

Look up number field automatically generates sequential file numbers...user doesn't have to look back at last file number, and system would generate the next incremental file number without a manual add. Needs to accommodate for different loan pur...
Guest over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Adding Realtor Phone numbers in the file

No description provided
Guest about 1 year ago in E-Closing Core / Closing Portal 0 Duplicate / Existing Functionality

library of custom made clauses

to have a menu option to include my own clause which i use repeatedly in all of my seller docs, like the sale is subject to paid taxes of the current year, or on the bill of Sale we put that the sale inclused all the items described in the sales c...
Guest over 3 years ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Buyers in Trust setup

When there are multiple trustees as buyers, the system defaults to name1 as Trustee of Trust and name2 as Trustee of Trust and name3 as Trustee of Trust...instead of name1, name2, name3 as Trustees of Trust. We have to manually alter the names on ...
Diana Leach about 1 year ago in E-Closing Core / Closing Portal 2 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 almost 5 years ago in E-Closing Core 1 Will Not Implement

Add NON-WARRANTY deed as a selection in the drop down menu for Chain of Title and entering deed information.

No description provided
Guest about 1 year ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Move link to download attachment to after message

When sending an email with an attachment through e-closing, it would be ideal if the link to download the attachment was placed under the message instead of first thing. This would make the e-mail look much less like spam and would increase the ch...
Lindsay over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

delete file search history

Can an option be added to clear the list of previous files in the Find Files field on the Whiteboard?
Melissa Scott over 1 year ago in E-Closing Core / Enhancements 1 Will Not Implement

Email within E-Closing

When emailing within E-Closing, the recipients should be able to see who all the email was sent to (like Outlook). Then when they reply, it should go to all parties and keep everyone in the know of the transaction. We quit using this feature for t...
Debbie over 2 years ago in E-Closing Core / Closing Portal 1 Will Not Implement