E-Closing Core

In the "Emailed Documents" section under "Document Management" it would be convenient to know who you've sent emails too as well as when they were sent and opened so you don't send a duplicate email to someone.

If we can have a repeat seller/ buyer option with rolodex ( drop down box) so we don't have to enter the same seller and buyers over and over

When the Event colors were more vivid they were easier to see and more useful, now that they are dull, and greens are so similar and red and orange almost look the same, they are not as useful as they once were.

While it is helpful to be able to run reports and view the whiteboard sorted by the data items such as closing date, creation date, etc., it would be helpful if we could sort the whiteboard and the reports based on the events we have created. For ...

Lenders usually put tax payments paid at closing in section F instead of under K or N so when we need to move these there we have to manually do it and add all the tax info to the screen.

I have my staff enter their vacation and personal days into eclosing so I know when they are out of the office. I would like to pull a report for each employee to show me how many vac or personal days they have taken.

It would be useful to have the loan amount as a whiteboard tab for Refinances so you dont have to click into the file to find the amount as lenders change that quite often, saving time and steps.

There should be an option to select multiple documents at once to upload to the portal for the clients instead of having to go one by one.

At a quick glance you could see the details instead of scrolling down and seeing disbursement date under the financial info on the file summary screen.

We have numerous Associations, and the dropdown menu is not alphabetical, making it difficult and time consuming to find the Association we are look for.