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Colored Manual Disbursements in Escrow

Show any disbursments created manually in Escrow Accounting in a different color or font to be identified more quickly.
Guest over 2 years ago in ClosingVue / Enhancements 0 Future Consideration

Default Payees to Consolidated Checks & Ability to change payment method for all line items at once.

I am starting to use the consolidated check feature to submit premiums to my underwriter. Currently, my closing agents are having to manually change the payment method from a check to a consolidated check. They have to change the payment method on...
Guest over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Processor Information pulling through to client portal

At our company the processor and closer are often not the same people. Due to the high volume of closings we hold, the processor, processes the files and we have contracted notaries that will often do the closings. The processor is however the poi...
Guest over 2 years ago in E-Closing Core / Closing Portal 1 Future Consideration

entering the recording information, regarding the time of recording AM or PM

AM or PM creates an adittional click thru that the system should determine automatically and allow the user to change if it disagrees. But if I put in the time 10:18 , It has to be AM. If i Put 1:08 it has to be PM. So it would be nice that based ...
Guest over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Add Homestead option on Seller Information screen

Sometimes there are sellers who are not on title, but they can still claim homestead. The property use type is a blanket option, so it is applying to ALL sellers. We need an option for documents, such as the deeds, to either pull or not pull selle...
Guest over 2 years ago in E-Closing Core / New Features 0 Future Consideration

Add Final Policy Request to Fund Branch Product Order drop down list.

It would be great to order Final policy requests in branch product order section in ECDT. Here we could send the Fund the marked up title commitment, survey and recorded documents. Also, could give our needed by date.
Guest almost 3 years ago in E-Closing Connect / Integrations 0 Future Consideration

Ability to combine deposits in escrow accounting.

Buyer had attorney representation and was also holding binder deposit. Attorney wired combined binder deposit and buyer's funds to close. I know in DT you could combine deposits. Maybe there is a way to do this now??
Kim Story almost 3 years ago in ClosingVue / Enhancements 1 Future Consideration

Add notes to tasks from File Summary Screen

It would be awesome if notes on specific tasks could be added from the file summary page instead of opening the task to do it. That would save a lot of time for those of us who put notes in every task we complete.
Guest almost 3 years ago in ClosingVue / Enhancements 0 Future Consideration

Premium calculation worksheet

Would like the ability to generate a premium calculation worksheet from the Title Policy screen instead of having to go to the Documents screen.
Guest about 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Add same feature from Reconciliation to Clear Entries Reconciliation

When doing the monthly reconciliation, you can select a range of checks to check off at once but in Reconciliation - Clear Bank Entries, we don't have that ability. I think it is something that would be useful/helpful to users who handle daily and...
Guest over 3 years ago in ClosingVue / Enhancements 0 Future Consideration