E-Closing Core

When electronically transmitting 1099's for trust we sometimes have social security numbers and sometimes have TIN's for the trust. It would be awesome if there was a way IF we had a social to be able to plug in the name of the trustee so that it ...

Currently, when sending multiple documents on one file, we need to open, save and then include in our email. I believe it would be easier if we could select multiple documents to generate as one PDF, as opposed to sending five or six PDFs with the...

When a WORD doc is opened from File Summary and edited, clicking "save" in WORD would save all changes to that document within the file. This would allow for multiple team members to edit the same document until perfect for closing.

Running a weekly report per closer and not just per team. There is not an easy way to split closings.

I wish there was a way to combine all the documents together so, when I send a closing package, it shows as ONE package/link to my closer.

I recommend that you move the ? mark on the right bottom of the screen to another location. I am having trouble to move down the pages because the ? gets on my way.

There's is too much space between the check box and the amounts of the checks. Make the description section shorter to make it easier to verify amounts with check numbers.

along with the excessive click to uncheck in the document section - when working on CD or HUD you should be able to have a pop up or default vendor for each type (title, lien search, survey) and then populate the sections instead of having to clic...

There is an option for Seller only, and we would like to see an option for Buyer only, this will enable us to track our Buyer Rep files.

Ability for lenders to change the loan amount, capped by a certain percentage, and then regenerate a title package through the closing portal, which would give them an updated commitment and Prelim Closing Disclosure.