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E-Closing Core

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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 over 3 years ago in E-Closing Core / New Features 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 over 3 years ago in E-Closing Core / Closing Portal 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 over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Make reconciliation check section easier to check off

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.
ARAX RODRIGUEZ almost 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Buyer only option

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.
Guest almost 2 years ago in E-Closing Core / New Features 5 Duplicate / Existing Functionality

Vendor List when working in HUD or CD - should be able to have a "default" for each type of vendor

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...
Ed Walker almost 4 years ago in E-Closing Core / New Features 0 Future Consideration

Ability to Talk Type similar to how you can in Word or Outlook

Word and Outlook give you ability to click microphone and talk the text in lieu of typing.
Guest almost 2 years ago in E-Closing Core 0 Will Not Implement

Add Multiple Bar Codes to Document Packages

We use many of the same bar codes for each file (e.g., Deed to Record, Mortgage to Record, Post Closing Checklist). It would be very helpful to be able to have all required Bar Codes print out with all other documents in a Document Package.
Guest almost 2 years ago in E-Closing Core / Enhancements 5 Duplicate / Existing Functionality

Add scanned document to every new file

Is there a way to set up e-closing so that every time we open a file the file includes a particular document. Meaning, for each file we will need to send wiring instructions to the lender and buyer. Rather than having to go into Generate Documents...
Guest almost 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Loan Amount Changes - Lender Self Serve (5-10%)

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.
Guest about 4 years ago in E-Closing Core / Closing Portal 1 Will Not Implement