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E-Closing Core

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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 almost 4 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 almost 4 years ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Provide pop-up to Rolodex when adding Buyers or Sellers instead of requiring that you copy the information from an existing file.

With Relocation files, the Relocation company starts as a Buyer then becomes a non-titled Seller part way through the transaction. Or the file gets opened before we know who the ultimate Relocation company or Investor is and need to add them at a ...
Kimberly Gilbert-Toelle over 2 years ago in E-Closing Core / New Features 3 Duplicate / Existing Functionality

Declaration of Homestead

Please state signed under pains and penalties of perjury. It currently states signed under perjury
Guest over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Look up number field should automatically generate sequential file numbers

Look up number field automatically generates sequential file numbers...user doesn't have to look back at last file number, and system would generate the next incremental file number without a manual add. Needs to accommodate for different loan pur...
Guest over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Bank ledger - add option to SAVE TO E-CLOSING FILE

Add an option to add the bank ledger file to the E-Closing file just like the remaining documents so we don't have to save on desktop and drag in.
Guest over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

checklist tasks

alphabetize the checklist tasks
Guest almost 3 years ago in E-Closing Core 1 Duplicate / Existing Functionality

Adding Realtor Phone numbers in the file

No description provided
Guest over 1 year ago in E-Closing Core / Closing Portal 0 Duplicate / Existing Functionality

Buyers in Trust setup

When there are multiple trustees as buyers, the system defaults to name1 as Trustee of Trust and name2 as Trustee of Trust and name3 as Trustee of Trust...instead of name1, name2, name3 as Trustees of Trust. We have to manually alter the names on ...
Diana Leach over 1 year ago in E-Closing Core / Closing Portal 2 Duplicate / Existing Functionality

Add NON-WARRANTY deed as a selection in the drop down menu for Chain of Title and entering deed information.

No description provided
Guest over 1 year ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality