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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?

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Add a field for Transaction Fees on "Financial Info" Screen

A lot of brokerages charge additional fees to their sellers. Can this be implimented directly into the financial info screen? Otherwise we need to enter this data manually into the H. Other section on HUD-1 or CD. It would save additional steps an...
Guest about 2 years ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Email CC's

Is there a way to show all CC's on emails sent? So all parties can see who is copied on the email and all parties can reply all?
Arilee Ortiz 9 months ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Having option to group attachments as 1 PDF instead of individual documents when emailing.

If we had the option to group the documents we are sending, the email that they receive won't have a long list of attachments, and they will not miss any documents or our email to them.
Kim Smith over 2 years ago in E-Closing Core / Enhancements 4 Duplicate / Existing Functionality

Alphabet search bar on rolodex

Instead of having to scroll through all Rolodex entries to find one, an alphabet search option at the top of the page that would allow you to click on a letter and then take you to the first entry with that letter. For example if you click on 'R' ...
Sara Houghton about 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Document Management no longer showing if document was posted to a portal.

The Document Management screen in Closing Vue no longer shows if a document was posted to client's portal. Also, It would also be helpful to be able to delete a document that was posted in error to a portal without deleting if from the file.
Lynne Martin 11 months ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Run SDN Button

It would be helpful for us to have a button within E-Closing that you can click to run the SDN search and save results to the file. (like the "Generate CPL "button) I
Guest over 3 years ago in E-Closing Connect / Integrations 0 Duplicate / Existing Functionality

On the title policy screen when you check the box for "refinance" which give a refinance rate the box should stay checked (there is no check mark when selected)so you know that you have the correct refinance rate.

If you didn't remember to check the box the amount of the policy premium is incorrect and borrower is overcharged.
Guest over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Ability to print all HUD options at once

Having an option to print seller HUD, buyer HUD and both sides all at the same time would be a time saver.
Guest about 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Populating Blank documents

Would like to be able to generate at least a blank document such as Satisfaction of Mortgage as many times the title commitment will call for a satisfaction of mortgage but its already been paid off, so we are not adding a payoff to the HUD. For w...
Guest about 1 year ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Reverse Mortages

Have an option to select "Reverse Mortgage" under Purpose in Lender Info. Page
Guest over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality