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The allowance of creating our own signature in e-closing emails

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Guest about 3 years ago in ClosingVue / Enhancements 0 Future Consideration

Search by "Listing Broker/Agent" and "Selling Broker/Agent"

When a listing agent or selling agent calls to discuss their open files, it would be helpful to be able to search by broker/agent so that we can quickly pull up their files without having to ask for a property address, seller/buyer name, etc. Alth...
Guest about 1 year ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

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 over 1 year ago in E-Closing Core / Enhancements 2 Future Consideration

HUD-top of page info seen from HUD maintenance screen

When using a CD, we can view the information at the top to verify its accuracy, however, when using a HUD, it is not there to view. You must go print/view the HUD from the Document Management screen to verify its accuracy.
Alicia Kimbrough over 1 year ago in ClosingVue 0 Planned

Word Documents Drafted in CV

Documents should be updated automatically with updated information entered into the system. For example, if a borrower is added or removed the documents already drafted would have the updated information automatically transferred. At the moment, w...
Arilee Ortiz about 1 year ago in E-Closing Core / Enhancements 2 Will Not Implement

Create a pre-cd file status category

Prospective buyers and borrowers frequently request title quotes before deciding which title company to use. It appears that e-closing does not have a category that is suitable for these title quotes. So it would be helpful to have a pre-CD or tit...
Guest over 1 year ago in E-Closing Core / New Features 1 Will Not Implement

internal office messaging

like Microsoft teams, but in eClosing. This would make it easier to work with team members, and internal communication
Guest over 1 year ago in E-Closing Core / New Features 2 Will Not Implement

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 about 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

Trust- multiple SSN fields

It would be great to be able to assign SSN information for each individual in the trust if there is no Trust EIN.
Diana Leach about 1 year ago in E-Closing Core / Closing Portal 0 Feedback & Review

E-Signing Capability

I totally agree that E-signing is definitely need with this program and would add to the value. Whatever you can do within the program contributes to contributes to the ability to process a file quickly and efficiently.
Guest over 1 year ago in E-Closing Connect 0 Future Consideration