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E-Closing Core

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Add more boxes for alternate names for Buyers/Sellers

Please add a place to put alternate names for Buyers and Sellers. For instance, if the Deed was conveyed to Jane Smith but she got married and is n/b/m Jane Doe.
B almost 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Add Milestones/Groups to checklists (grouping checklist events)

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.
Guest about 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

option to add other title company info for seller docs only preparation

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...
Guest over 3 years ago in E-Closing Core / New Features 1 Future Consideration

Pulling Rolodex Entries into the shipping labels

No description provided
Guest over 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Checklist Item Categories

It would be awesome if you could create customizable checklist categories to better organize checklist items. For example if a user could establish an Accounting category, checklist items such as "payoffs sent" could be nested under that category ...
Guest over 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Default HUD CD Needs to connect to Contacts

i have default labels on the HUD/CD however, on the Back Office screen, you could make it so that there is a Rolodex button to pick the contact. Presently, my company name does not include an address from the default items. Nor does Proplogix. so ...
Guest over 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

More than one portal user for LLCs and corporations

Right now there is an option for only one person in the LLC to be a portal user. IF there are 2 managers, etc only one can use the portal. There should be a way to make each person a portal user just like individual sellers can.
Elaine Volan over 1 year ago in E-Closing Core / Closing Portal 1 Future Consideration

FIRPTA WITHHOLDING

Is it possible to create a FIRPTA Withholding field (check box) that would then auto calculate the 15% of purchase price amount and put on CD similar to how the RE commissions work. This would not only make the process more efficient, it would eli...
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

The Amortization should have the payment amount listed.

I see the amortization breaks down what is principal and interest but it should also list the actual monthly payment on each line as well.
Alicia Kimbrough almost 2 years ago in E-Closing Core / Enhancements 2 Future Consideration

Adding a credit from a third party to a refi CD using page 3 for use payoffs and payment sections

For refi loans with a credit coming in from a third party or a second loan there is no way to bring in that credit to the CD when using page 3 for use payoffs and payment sections which is the CD used by the lender. I am not able to match the lend...
Guest about 5 years ago in E-Closing Core 0 Future Consideration