E-Closing Core

It would be great to be able to assign SSN information for each individual in the trust if there is no Trust EIN.

Allow for the Real Estate Company, Lender, and Mortgage Broker Contacts to be searchable by contact name, prior to entering a company name.

It would be helpful to be able to drag a document from “Scanned/Saved Documents” into an email. We save documents such as CDs and CPLs etc. and have to create a desktop folder to save the documents. It is not time efficient.

Can an option be added to clear the list of previous files in the Find Files field on the Whiteboard?

If the buyer is going to live in the property then their forwarding address in the buyer info page should populate to the deed, not the current address

Having a fillable PDF form option that we can send out through eclosings would be useful when sending out any packet that the client needs to fill out. They can fill it out directly from the attachment and send it back rather than having to print ...

The Document Management screen in Closing Vue no longer shows if a document was posted to client's portal. Also, It would also be helpful to be able to delete a document that was posted in error to a portal without deleting if from the file.

Please look into making the closing portal for users more user friendly. at the moment it really does not work much. There should be the following added: if our title co does not represent both seller and buyer who does? closing date sections for ...

Ability to make a manual change to the CPL buyer name (i.e. when buyer is an LLC, lender wants the manager's name removed so that the LLC name is the only borrower listed on the CPL).