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E-Signing Capability

I totally agree that E-signing is definitely need with this program and would add to the value. Whatever you can do within the program contributes to contributes to the ability to process a file quickly and efficiently.
Guest over 1 year ago in E-Closing Connect 0 Future Consideration

Default HUD CD Needs to connect to Contacts

i have default labels on the HUD/CD however, on the Back Office screen, you could make it so that there is a Rolodex button to pick the contact. Presently, my company name does not include an address from the default items. Nor does Proplogix. so ...
Guest over 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

Universal Changes

Really need to incorporate universal changes as in the old DoubleTIme. When a party or Lender changes it should change everywhere. I shouldn't have to change it in text descriptions too
Guest about 3 years ago in ClosingVue / Enhancements 0 In Progress

Trust- multiple SSN fields

It would be great to be able to assign SSN information for each individual in the trust if there is no Trust EIN.
Diana Leach over 1 year ago in E-Closing Core / Closing Portal 0 Feedback & Review

Not opening a new tab for every file

Instead of opening a new tab on the browser for each file you enter, or going into back office, everything should stay on the same tab. If possible, it would be great if there were tabs within the system for each file you were in, that you could c...
SiArah Olsen almost 2 years ago in E-Closing Core / New Features 3 Will Not Implement

Be able to deduct from a contact's fees if they are selected as paid by other

For example, if the agent is paying something as part of closing and it is in the paid by other column, that you have the option to deduct it from their commission. Right now it will create an incoming funds line in the ledger/register.
Erin Shea 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

property address fields

Scenario: Property address screen needs to be updated/corrected. The correction does NOT populate over to the buyer/seller screens, in which user has previously selected “Copy from Property” option. User must manually go back and re-click the chec...
Guest over 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Prevent duplicate file numbers(lookup numbers)

It would be helpful if the system would alert us if we accidentally try to create a duplicate file using the same number so we have the option to cancel it and/or use a different file number (lookup number).
Guest almost 2 years ago in ClosingVue / New Features 0 Future Consideration

User Notes allowing more then 500 words ! 1000 would be Great !

Our company cuts and pastes emails alot and we run out of space often . It would be Great to have more space.
Guest about 3 years ago in E-Closing Core / Enhancements 1 Future Consideration

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 almost 3 years ago in E-Closing Core / Enhancements 4 Duplicate / Existing Functionality