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Survey Companies

We would like to know if you have any integrations with Survey Companies. This would be a useful integrations, especially when having the add survey encroachments to the policies. Thank you.
Guest about 2 years ago in E-Closing Connect / Integrations 0 Feedback & Review

Ability to create Return Shipping labels or Edit the from information

We do not have the option of creating a return label without first creating a label TO that person. My suggestion would be to incorporate an edit field for the FROM information as well...
Guest over 4 years ago in E-Closing Connect / Integrations 1 Planned

Update tax proration to run on other times of year not just calendar year

Right now tax prorations are based on calendar year but here in NH and Maine they do not run on calendar year but rather 4/1-3/31 and 7/1-6/30, respectively.
Guest 8 months ago in ClosingVue / Enhancements 3 Feedback & Review

Preferred mode of communication option for buyers/sellers

Add a check box on how clients (buyer/seller) prefer to be communicated with. Email, phone, text? This will allow us to serve our customers based on their preference.
Guest over 3 years ago in ClosingVue / Enhancements 0 Future Consideration

Contacts: If an agent/person becomes inactive automatically remove from the company's list

If an agent becomes inactive it should not show up on the active list of a company anymore even if Italicized because we should be able to see how are the only the active agents under those companies.
Flower Victoria 10 months ago in ClosingVue 0 Feedback & Review

Split Contact from Company

Contacts change companies. It would be better to assign a contact to a company instead of deleting the contact from one company to add them to another.
John Chluski about 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

Color Code the Text Descriptions

In EClosing Text area when you've filled in Text the Description changes to a different color. In Closing Vue it is only Bolded Type when Text has been added. Color coded as it is in EClosing would be easier to ID what has and has not already been...
Guest 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Title Guaranty Integration

We are reaching out to see if you have had any changes and/or updates with integrating E-Closing and Iowa Title Guaranty. As you are aware, it would be a huge time saver if we only had to utilize one software program for all avenues of our closing...
Guest over 2 years ago in E-Closing Connect / Integrations 0 Feedback & Review

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 about 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

Change of Closing Agent/Settlement Agent

There should be the ability for "This Company" to not be the default for settlement agent/closing agent. Not always are documents drafted wherein the closing agent is "This Company" so having the ability to have other entities be considered the ti...
Jennifer Cohen 4 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality