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E-Closing Core

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Document Page and scanned docs should be different screens

The Document page is now cluttered with the packages and signed documents displaying on the same page. It was a lot easier to navigate when these pages were separated.
Guest over 2 years ago in E-Closing Core / Enhancements 3 Will Not Implement

Need Notary Clauses to be able to be modified for different countries and date of signing

No description provided
Guest over 2 years ago in E-Closing Core 2 Duplicate / Existing Functionality

Lender's portal website link

Have a spot on the top of the summary page for the lender's portal. It is getting crazy wtih all the different websites and passwords for the lender portals. It would be awesome to be able to have that in each file that is associated with that len...
Guest over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Default Payees to Consolidated Checks & Ability to change payment method for all line items at once.

I am starting to use the consolidated check feature to submit premiums to my underwriter. Currently, my closing agents are having to manually change the payment method from a check to a consolidated check. They have to change the payment method on...
Guest over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Data Call Report needed for Title Co. only

Like many attorney agents, we issue title insurance policies through our law firm and through our corporate title agency. However, the Data Call Report on ECDT lumps the law firm files with the title co. files, making the report virtually useless ...
Salome Zikakis over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Processor Information pulling through to client portal

At our company the processor and closer are often not the same people. Due to the high volume of closings we hold, the processor, processes the files and we have contracted notaries that will often do the closings. The processor is however the poi...
Guest over 2 years ago in E-Closing Core / Closing Portal 1 Future Consideration

entering the recording information, regarding the time of recording AM or PM

AM or PM creates an adittional click thru that the system should determine automatically and allow the user to change if it disagrees. But if I put in the time 10:18 , It has to be AM. If i Put 1:08 it has to be PM. So it would be nice that based ...
Guest over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Customized Secure Email

Is it possible to customize the secure messages - particularly when setting up the portal with a new client - to make it look less like a spam message?
Guest over 2 years ago in E-Closing Core / Closing Portal 3 Duplicate / Existing Functionality

Barcode Notifications

Having a notification ability for an uploaded barcode, barcode received by file, notification goes out to say the account rep OR the ability to print a barcode that goes to one particular email
Cheryl Megan over 2 years ago in E-Closing Core / Enhancements 5 Will Not Implement

Add Homestead option on Seller Information screen

Sometimes there are sellers who are not on title, but they can still claim homestead. The property use type is a blanket option, so it is applying to ALL sellers. We need an option for documents, such as the deeds, to either pull or not pull selle...
Guest over 2 years ago in E-Closing Core / New Features 0 Future Consideration