E-Closing Core

Perhaps adding more company type selections for New Rolodex Company additions would come in handy for law firms, accountants, engineers, surveyors, architects, and other professional services i.e. Partnership, LLC etc

all parties will benefit and it will make the much more successful. As when we send the emails, the client response will go directly in the system, if they don't respond it will send out reminders until they do.

It would be helpful if there was a place to make instructional notes in Escrow Accounting (e.g., seller requested wire for proceeds, FedEx proceeds check and legal fee to seller's attorney)

Allow documents to be automatically updated without having to draft documents multiple times with multiple edits. Whatever is updated in CV should automatically be updated in the drafted documents saved. It is possible. Other closing software prog...

At this time we only have the ability to make a contact inactive but we really need to be able to delete it when needed to not cause confusion among the team. Maybe the entry was by accident and truly needs to be deleted.

Add an option for more than 1 person to hold P&S deposit. for instance, in Worcester County where Listing Broker holds initial deposit and Seller Attorney holds 2nd deposit. As opposed to having to manually adjust on page 3.

We have a person who handles all of our post-closing. By adding a Post-Closer option (like we have a Processor), the post-closer could receive notifications once the "closing" event has been checked off. Further, they could also receive reminders ...

Contacts change companies. It would be better to assign a contact to a company instead of deleting the contact from one company to add them to another.

It would be extremely helpful if we were able to SIMPLY move (i.e. drag & drop) the Borrower's/Guarantors into the Order we want/need the document signed.

Message or notification for when you generate an email through E-closing and the recipient's email address is incorrect or doesn't exist.