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E-Closing Core

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The ability to select more than one document at a time to drag into a folder.

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Guest about 4 years ago in E-Closing Core / Enhancements 1 Implemented

Disbursing Today - Quick Filters

Add "Disbursing Today" to quick filters on the whiteboard so that you can quickly see which files are disbursing for the day. The "Balance" column is very useful with being able to see which files are in balance and have checks cut, but would be m...
Guest over 3 years ago in E-Closing Core / Enhancements 0 Implemented

Changes made to the base page should follow through to the policy/text description. i.e. changing a lender/buyer/seller name should carry through to the policy

This would be useful to avoid duplicate work and is a standard in most closing software.
mark thompson almost 3 years ago in E-Closing Core / Enhancements 2 Implemented

Uploading documents to folders via file summary screen

It would be very helpful to be able to drag files to the folders from the file summary screen instead of having to go into document management,
Guest almost 3 years ago in E-Closing Core 1 Implemented

Ability to have multiple property addresses for 1 file

We handle Residential & Commercial transactions that encumber more than 1 property. It would be helpful to have the ability to choose how many properties are associated with a closing.
Guest almost 5 years ago in E-Closing Core / New Features 0 Implemented

Add 'Check All' button in Consolidated by each payee

In the consolidated check screen it can be difficult to issue a wire or check when you have multiple payees. It would be much easier if each payee had a check all button.
Guest over 3 years ago in E-Closing Core / Enhancements 2 Implemented

Doc Folder in Attachments

I have an issue where there are a lot of files dropped into the documents area of the white board. We have folders created to help keep things separated, when needed, but also help keep track of things only one side of the transaction needs access...
Guest over 3 years ago in E-Closing Core 4 Implemented

Ability to create a Document Package which contains only Bar Codes

When we do initial set up, we print out two bar codes, set up and title. As we move through the process, we create single Bar Codes for the task at hand. When we close out a file, we print out at lest 8 Bar Codes. It would save time to have the Ba...
Guest over 4 years ago in E-Closing Core / New Features 2 Implemented

In the "Emails" window on the Matter Dashboard - Add column for "To:" and "Attachments"

Having a quick way to review who you emailed and what was sent via E-closing.
Guest almost 5 years ago in E-Closing Core / Enhancements 1 Implemented

Add ACH as an option to manual wires/checks for efiling option

Title Insurance Companies do not like that we chose wire for efiling...
Guest about 5 years ago in E-Closing Core 0 Implemented