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E-Closing Core

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Allow documents to be automatically updated.

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...
Arilee Ortiz 9 months ago in E-Closing Core / Enhancements 2 Will Not Implement

Seller Credit

It would be great to be able to add the percent of seller credit OR a flat amount. Most contracts I'm seeing these days are a seller credit for a percent of the sale price. Thank you!
Erin Shea 9 months ago in E-Closing Core / Enhancements 0 Future Consideration

Word Documents Drafted in CV

Documents should be updated automatically with updated information entered into the system. For example, if a borrower is added or removed the documents already drafted would have the updated information automatically transferred. At the moment, w...
Arilee Ortiz 9 months ago in E-Closing Core / Enhancements 2 Will Not Implement

Email CC's

Is there a way to show all CC's on emails sent? So all parties can see who is copied on the email and all parties can reply all?
Arilee Ortiz 10 months ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Capability to add a hyperlink to Alerts

I want to be able to create an Alert that contains a hyperlink
Guest 10 months ago in E-Closing Core / Enhancements 1 Will Not Implement

Option for lender credit on page 3 of the CD instead of bottom of page 2

Some lender credits are for tolerance cure and should appear on page 2, but some lenders put a credit on page 3 for prepaid items, such as a prepaid app fee. When we enter multiple lender credits in the credit screen it totals them all onto the bo...
Guest 10 months ago in E-Closing Core / Enhancements 4 Will Not Implement

Adding Realtor Phone numbers in the file

No description provided
Guest 10 months ago in E-Closing Core / Closing Portal 0 Duplicate / Existing Functionality

Drafting docs within CV

Be able to edit WORD documents within E-Closing instead of having to download to the local system, edit, save then upload again into CV.
Arilee Ortiz 10 months ago in E-Closing Core / Enhancements 4 Duplicate / Existing Functionality

Default HUD CD Needs to connect to Contacts

i have default labels on the HUD/CD however, on the Back Office screen, you could make it so that there is a Rolodex button to pick the contact. Presently, my company name does not include an address from the default items. Nor does Proplogix. so ...
Guest 10 months ago in E-Closing Core / Enhancements 0 Future Consideration

Buyers in Trust setup

When there are multiple trustees as buyers, the system defaults to name1 as Trustee of Trust and name2 as Trustee of Trust and name3 as Trustee of Trust...instead of name1, name2, name3 as Trustees of Trust. We have to manually alter the names on ...
Diana Leach 10 months ago in E-Closing Core / Closing Portal 2 Duplicate / Existing Functionality