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E-Closing Core

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Add a Field to the file dashboard for important information

If there is Probate, or if a Buyer or Seller is in a foreign Country, or some other situation that complicates a file, a clear alert needs to show next to the Seller or Buyer on the dashboard, alerting the Closer.
Guest over 3 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Co-Agent Option

Would it be possible to add another column for a co-agent under the realtor information? We have several agents forming teams where they would like us to include another agent in addition to the main agent on some files but not others. Thank you!
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Document Packages- separate docs by seller & buyer

It would be sweet if the document packages would group docs by who signs them, so you can only print buyer only documents without having to create a different package
Guest over 3 years ago in E-Closing Core / Enhancements 0 Will Not Implement

Closed and Cancelled files

It would be extremely useful if closed and cancelled files stood out from open and active files. For instance, if a file was closed or cancelled, if an alert would pop-up stating this or perhaps the background of the screen were a different color,...
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Event status able to be sorted in alphabetical order

It is not the easiest thing to find an event when you have a bunch of them and they aren't seemingly in any recognizable order. It would be helpful if you could click on the list and sort them from A to Z.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

list the endorsements separately on the CD if I click in the title policy page.

If I click a 8.1 endorsement then I want to be listed on the CD with the charge instead of increasing the total lender premium.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Ability to select multiple documents to email at once.

No description provided
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Ability to Template Email Notification

It would be nice to have the ability to template the email notification that goes out when an event is complete. As far as I can tell, at the moment, the software sends a notification via email telling the recipient they have a notification in e-c...
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Attorney Drop down Menu needs to be Alphabetized

Currently the Drop down Menu for Attorneys in the borrowers information page is not organized Alphabetically, making it very difficult to find who we are looking for.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Sending multiple documents via email

Would love to be able to send our abstractor (or any contact) multiple pdfs saved to the document section at one time.
Guest over 3 years ago in E-Closing Core 0 Duplicate / Existing Functionality