Skip to Main Content
 
ADD A NEW IDEA

Pinned ideas

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?

All ideas

Showing 156

Ability to query check register by transaction type and date range.

It would be nice to be able to query the check register by transaction type and date range.
Guest 12 months ago in ClosingVue / Enhancements 3 Future Consideration

More than one portal user for LLCs and corporations

Right now there is an option for only one person in the LLC to be a portal user. IF there are 2 managers, etc only one can use the portal. There should be a way to make each person a portal user just like individual sellers can.
Elaine Volan 12 months ago in E-Closing Core / Closing Portal 1 Future Consideration

add referring party to the transaction parties box

seems like a reasonable request. for operations like mine having this info at a quick glance helps reduce time i now spend searching it out. this was standard in e-closing.
Guest about 1 year ago in ClosingVue / New Features 0 Future Consideration

Abilty to delete contacts

At this time we only have the ability to make a contact inactive but we really need to be able to delete it when needed to not cause confusion among the team. Maybe the entry was by accident and truly needs to be deleted.
Alicia Kimbrough about 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

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

Add Tax Collector to Fedex options!

Sometimes we need to obtain MLC's quick! It would be helpful to add the tax collector as a drop down for generating a fedex label.
Guest about 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

Open Check Register Query at the same time as Bank Reconcilliation

Ability to open the check register query while the Bank Reconcilliation screen is open. this was doable in EClosing
Guest about 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Make file number a link to open the file in Escrow Accounting screens.

It would be nice if I could open a file by clicking on the file number listed in Check Register Query. This would save a lot of time, if we could click on the file number instead of copying and pasting or manually typing the file number in.
Guest about 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Recording Document order

Could the recorded documents be shown/indexed/saved within E-Closing/ClosingVue in the order they are recorded, rather than alphabetical order?
Guest about 1 year ago in E-Closing Core / Enhancements 0 Future Consideration