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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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206 VOTE

Pop up Rolodex from File Screen

Rather than leaving file screen to go to rolodex in order to update information. If we click on the name, the rolodex entry should pop-up on the screen an allow us to create or update an entry from there.
Guest almost 4 years ago in ClosingVue 2 Planned
130 VOTE

Integrate personal email

Please integrate personal email into the sytem so it shows on the exchange network and shows clients the emial is coming from us and not a sytem
Guest almost 4 years ago in E-Closing Connect 0 Planned

Drag and Drop Function

There are occasions when we need to rearrange the Borrowers. The designation of Primary Borrower does not locate that Borrower as the first signor. It would save a huge amount of time by allowing us to arrange the Borrowers by Drag and Drop.
Guest almost 4 years ago in ClosingVue 1 Planned

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 almost 4 years ago in E-Closing Connect / Integrations 1 Planned

Email templates

I would also like to add to your list of upcoming things to add to EC = Email templates. These would make life so much easier to just be able to click a button with the email that we start and choose a template that we need
Guest about 4 years ago in ClosingVue / Enhancements 0 Planned

Notes on Rolodex Screen

If we could add notes to the rolodex screen so that if we need to remember something about a realtor, lender, association, it would be easy to see.
Guest over 4 years ago in ClosingVue / New Features 0 Planned