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E-Closing Core

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checklist tasks

alphabetize the checklist tasks
Guest over 2 years ago in E-Closing Core 1 Duplicate / Existing Functionality

Balance Activity Report or Escrow Detail By File automatically save to E-Closing file

Please add the option for the Balance Activity Report or Escrow Detail By File automatically save to E-Closing file the same as the other documents we can request
Guest over 1 year ago in E-Closing Core / Enhancements 1 Will Not Implement

Updates to email

In regards to sending emails through E-Closing. CC option (we CC people that are not applicable in TO section. Need to be able to cut paste body of E-Closing email. Need to be able to save e-closing email as a draft. If mail is drafted and we need...
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Generate Regular Envelope Labels from Addresses Entered on Checks - Escrow Accounting Page

It would be great if there was a way to generate labels for regular envelopes (as opposed to a UPS or FedEx shipping label). For example if I enter a mailing address for a particular check on the Escrow Accounting page, say for instance a pest con...
Guest almost 3 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Paid Disbursements in Escrow Add date column just Like Posted Receipts

No description provided
NEstor Gorfinkel over 1 year ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Split Deposit

Are you able to add a second selection for a split deposit. In some areas around us, the broker holds the initial deposit for net funding, but the seller's counsel holds the additional deposit.
Guest over 4 years ago in E-Closing Core / Closing Portal 0 Future Consideration

Realtor Quick Filter

Being able to quick filter and export files by real estate agent would be very helpful!
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Seperate Locations for Buyer and Seller

No description provided
Guest over 1 year ago in E-Closing Core 2 Duplicate / Existing Functionality

Seperate Buyer and Seller Closing Statements

Nearly all commercial closings have seperate Buyer and Seller closing statements as the parties do not wish to share all of their expenses with one another. Additionally, buyer or seller may be a 1031, which may or may not require the QI to sign. ...
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Add Calculator

A pop up calculator built into the system would be helpful.
Guest almost 3 years ago in E-Closing Core / New Features 0 Will Not Implement