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E-Closing Core

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converting word docs to pdf automatically when sending email

Currently, any Word documents I have added to the saved file documents or any e-closing documents that are edited are saved as a Word documents are emailed as a Word document. However, I need them to go out as a PDF. I would love the option to att...
Guest over 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Client Portal

Please look into making the closing portal for users more user friendly. at the moment it really does not work much. There should be the following added: if our title co does not represent both seller and buyer who does? closing date sections for ...
hilda lopez over 1 year ago in E-Closing Core / Closing Portal 2 Planned

Allow more than one county for recording section

Multiple county and parcel closings you have to split out and separately figure the tax and recording. It would be helpful to be able to add additional counties/recording to the recording area for the program to figure the tax and page count alloc...
Guest over 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

Add more boxes for alternate names for Buyers/Sellers

Please add a place to put alternate names for Buyers and Sellers. For instance, if the Deed was conveyed to Jane Smith but she got married and is n/b/m Jane Doe.
B over 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

Have a closer option as well as the processor option/use team/use attorney

We would like to have an option that would allow us to have the processor as one option and a closer as another option. Currently the options are TEAM/PROCESSOR/ATTORNEY and we would like to add CLOSER. We set our Whiteboards to show files assigne...
Guest over 4 years ago in E-Closing Core 0 Future Consideration

Portal App

Has there been any consideration of making an e-closing app for the portal users?
Guest over 2 years ago in E-Closing Core / Closing Portal 1 Will Not Implement

Rolodex

If possible can we fix the rolodex to have the realtors name in alphabetical order under there last name , some have the first name in alphabetical order and some in last. ( see below )
Guest over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Add Milestones/Groups to checklists (grouping checklist events)

The ability to organize checklist events in groups (ie. opening, ordering, processing, pre-closing, funding, etc.) with the ability to add "child" checklist events assigned to each group.
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Financial Info - Searchable by Contacts

Allow for the Real Estate Company, Lender, and Mortgage Broker Contacts to be searchable by contact name, prior to entering a company name.
Guest about 1 year ago in E-Closing Core / Enhancements 1 Feedback & Review

option to add other title company info for seller docs only preparation

sometimes, I prepare seller's documents only for closings being handled by another title company. I would like an option to add the other company's name (without changing my name on every file) so I can generate the seller's documents with the the...
Guest over 3 years ago in E-Closing Core / New Features 1 Future Consideration