Skip to Main Content
 
ADD A NEW IDEA

E-Closing Core

Showing 262

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 over 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 almost 4 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 almost 4 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Add Sales Rep or business development office as an internal tag

It will benefit title companies in that will easily track the sales rep responsible for bringing in the the new title transaction
Guest almost 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Notes/Alerts

It would be great if you could change several Alerts into Notes by selecting multiple ones at a time. We use a lot of alerts in the system and then once completed need to go back and change to notes. It is very cumbersome to have to do 1 at a time...
Guest almost 4 years ago in E-Closing Core / New Features 0 Future Consideration

1099 - Trusts

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 ...
Cheryl Megan almost 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Sending Multiple Docs

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...
Guest almost 4 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 almost 4 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Editable/live WORD doc within File Summary

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.
Guest almost 4 years ago in E-Closing Core / Enhancements 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 almost 4 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality