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PINNED Add a notification when you recieve an Order in the notifications section
When you receive an order back from the underwriter, lien search or other vendor, a notification should show in e-closing. Right now, we only get an email, which is good but shouldn't it be inside e-closing as well?

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Separate events list to "completed" and "outstanding"

It would be lovely to know at a glance when something has been completed vs needs to be completed. Now the events list just says it needs to be done but at a glance that doesn't necessarily mean that it hasn't already been done or is just not yet ...
Guest about 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Post Closing Money being held

A task or event that we can use when holding money in escrow after the file closes that we can run to see what files are holding money. We just started using check writing so we are talking pre check writing files
Guest about 3 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Disable password protection when uploading docs

Many closing packages or docs come to us password protected and it would be very helpful to be able to remove it when uploading.
Guest about 3 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Shipping Label addition

Is there a way to have the Town Hall for each property show up as a shipping label option? We have to send documents out to town halls to record documents (especially Rhode Island).
Guest about 3 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Quick Filter & Ability to Pull Report by Title Processor or Attorney

We assign files using the title processor feature. It would be great to be able to pull a report of files currently assigned to a specific title processor or attorney.
Guest about 3 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Searching and Creating Reports by Loan Officer

Instead of relying on the referral code feature, we should be able to pull reports based on loan officers that show revenue generated from that person.
Guest about 3 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

FILE #

Can the File# be reflected at the top of screen on each tab, so when a file is open and on a tab other than main file screen, it will help to be sure working in correct file.
Guest about 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Make it easier to do a title commitment

I would like it to be easier to do a title commitment. Can't the mortgage payoff recording information as well as the real estate taxes be automatically incorporated into the title commitment?
Guest about 3 years ago in E-Closing Core / Closing Portal 0 Duplicate / Existing Functionality

Create addressed envelopes from Escrow Accounting

It would be really helpful to be able to print addressed envelopes directly from the Escrow Accounting screen when disbursing funds.
Guest over 3 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Run Report per closer instead of just team

Running a weekly report per closer and not just per team. There is not an easy way to split closings.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality