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E-Closing Core

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Add "other" to proration screen

Add "other" to proration screen as sometimes there are various adjustments needed that aren't listed.
Guest almost 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Unclick option on Primary Property. I am doing a 25 property refinance and I need all 25 properties listed equally

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Guest almost 4 years ago in E-Closing Core / New Features 0 Will Not Implement

Abbreviate the payee in the Closing Disclosure/HUD entry page

In my previous software, when entering the Lender, Title Company, etc. in the CD/HUD, I was able to simply type a one letter abbreviation then tab out and it would input that payee automatically versus typing out lender, company, etc. Example: L t...
Alicia Kimbrough almost 2 years ago in E-Closing Core / New Features 0 Will Not Implement

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 almost 4 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

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