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Auto-generated emails to clients in e-closing file

For example, if we would like to send an introduction email to our buyer, we could generate an email with repeated verbiage so it doesn't have to be typed out every time. This would definitely save some time. Or even when emailing an estoppel letter.
Guest about 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Allow CD Screen to be zoomed in on without distorting CD

Currently, when you zoom in to 125 or 150% on the CD screen in e-closing, it distorts the view and functionality of the CD itself. I don't have the best vision, so at 100% normal zoom, the numbers are extremely difficult to read. The "Classic" E-c...
Guest about 2 years ago in E-Closing Core / Closing Portal 1 Future Consideration

Stewart Integration Update

To add an update product for the Stewart Integration
Guest 6 months ago in E-Closing Connect 0 In Progress

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

Revise Balance Sheet in Escrow Detail

See attached preferred balance sheet format
Guest about 1 year ago in ClosingVue / Enhancements 0 Planned

Auto reprojection of subsequent events

I would like to see the option for the user to auto reproject subsequent events once a prior event has been reprojected.
Melissa Burke about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Transmit File Number Reference when paying Title Policy Invoices by ACH

When reconciling ClosingVue activity with the bank statement, the bank statement gives no information as to which invoice the ACH is paying. The department processing the "Pay Invoice by ACH" transactions in ClosingVue needs to send identifying in...
Rose Hawley about 1 year ago in ClosingVue / Enhancements 1 Will Not Implement

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

Loan Calculator feature as % of Purchase price

Similar to realtor commissions, a calculator feature next to the blank loan amount, where you could quickly type 80 or 90 or 96.5 and the loan amount will prepopulate as a % based on purchase price.
Scott Hart over 1 year ago in E-Closing Core / Enhancements 0 Will Not Implement

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 over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality