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E-Closing Core

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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 over 1 year ago in E-Closing Core / Closing Portal 2 Duplicate / Existing Functionality

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

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Guest over 1 year ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

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

Estimated Taxes Option

For those of us that pay taxes in arrears, it would be helpful to have the taxes we entered labeled as estimated taxes instead of just taxes. It is tedious to have to relabel that field manually for more than half the year.
Amanda Moffatt over 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

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

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 about 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 about 3 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Realtor Quick Filter

Being able to quick filter and export files by real estate agent would be very helpful!
Guest about 3 years ago in E-Closing Core / Enhancements 0 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 about 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 about 3 years ago in E-Closing Core / New Features 0 Will Not Implement