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PINNED Add a notification when you recieve an Order in the notifications section
When you receive an order back from the underwriter, lien search or other vendor, a notification should show in e-closing. Right now, we only get an email, which is good but shouldn't it be inside e-closing as well?

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Alphabet search bar on rolodex

Instead of having to scroll through all Rolodex entries to find one, an alphabet search option at the top of the page that would allow you to click on a letter and then take you to the first entry with that letter. For example if you click on 'R' ...
Sara Houghton about 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

On the title policy screen when you check the box for "refinance" which give a refinance rate the box should stay checked (there is no check mark when selected)so you know that you have the correct refinance rate.

If you didn't remember to check the box the amount of the policy premium is incorrect and borrower is overcharged.
Guest over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Reverse Mortages

Have an option to select "Reverse Mortgage" under Purpose in Lender Info. Page
Guest over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Boiler Plate summary

Create a master list laying out all preloaded language for all aspects of the boiler plates in the text description tab.
Denise Oberholzer over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Make the balance sheet printable Please!!!

I would be nice if we could print out our balance sheets without so much hassle. can you make it a printable PDF?
Guest over 1 year ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Notary Section

if we have more than 1 signing we should have the option to have them all together or individually signature line and notary buyers or sellers signing in different states
Guest over 1 year ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Phone Number Extensions option for new contacts in rolodex

Having the option to add an extension number after adding in the phone number when creating a new contact would be extremely helpful with new LO's, or agents from larger realtor offices.
Guest over 2 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Email Multiple Docs in One Email

It is often necessary to send multiple documents (e.g., title commitment docs and CPL). It would be nice is you could select multiple files from the Doc Mgmt screen to email to the same recipient.
Guest about 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

library of custom made clauses

to have a menu option to include my own clause which i use repeatedly in all of my seller docs, like the sale is subject to paid taxes of the current year, or on the bill of Sale we put that the sale inclused all the items described in the sales c...
Guest about 3 years ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Deadlines

It would be helpful to have a place where deadlines could be calendared, such as deposit due dates, end of inspection periods, due dates for title commitment, and the loan approval deadline.
Donald Walters 9 days ago in ClosingVue / New Features 1 Duplicate / Existing Functionality