E-Closing Core

Kindly set up escrow defaults that lender fees are automatically set to be net funded. I would say 99% our our transactions are net funded. Thankyou

Some Transactions have 2 realtors, there is only room for 1 and an assistant. It would be nice to have a feature to add a 2nd realtor : ) Thanks!

We would like to have an option that would allow us to have the processor as one option and a closer as another option. Currently the options are TEAM/PROCESSOR/ATTORNEY and we would like to add CLOSER. We set our Whiteboards to show files assigne...

A client intake form would allow a buyer/seller to enter all their information (names, addresses, payoffs, preferred closing date, closing location, etc, etc) into a form (in the portal?). All this data then be merged into a file.

Currently, any Word documents I have added to the saved file documents or any e-closing documents that are edited are saved as a Word documents are emailed as a Word document. However, I need them to go out as a PDF. I would love the option to att...

At this time we only have the ability to make a contact inactive but we really need to be able to delete it when needed to not cause confusion among the team. Maybe the entry was by accident and truly needs to be deleted.

Most Associations are represented by Management Companies, who provide Estoppels, it would be very useful to have a field(s) in the Association in the Rolodex so it pulls in the contact information for the management company. Or, add a Management ...

The ability to organize checklist events in groups (ie. opening, ordering, processing, pre-closing, funding, etc.) with the ability to add "child" checklist events assigned to each group.

sometimes, I prepare seller's documents only for closings being handled by another title company. I would like an option to add the other company's name (without changing my name on every file) so I can generate the seller's documents with the the...

Allow documents to be automatically updated without having to draft documents multiple times with multiple edits. Whatever is updated in CV should automatically be updated in the drafted documents saved. It is possible. Other closing software prog...