E-Closing Core

We need a clear way for the Closer to see that a transaction is a Mail Away. Often this information is obtained early on, and when placed in Notes, the Note gets pushed to the bottom of the list.

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.

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

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,...

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.

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.

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...

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.

Would love to be able to send our abstractor (or any contact) multiple pdfs saved to the document section at one time.