Skip to Main Content
 
ADD A NEW IDEA

All ideas

Showing 687

bringdowns

I wish there was a place that showed you that you ordered a bringdown and what date sometimes I dont remember if I did or didnt order one
Guest over 1 year ago in E-Closing Connect / Integrations 1 Will Not Implement

WFG Integration

We are reaching out to see if you have had any changes and/or updates with integrating E-Closing/ClosingVue and WFG Title Insurance As you are aware, it would be a huge time saver if we only had to utilize one software program for all avenues of o...
Guest about 1 year ago in E-Closing Connect 0 Feedback & Review

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 over 1 year ago in ClosingVue / Enhancements 3 Future Consideration

Text Messaging

Some clients prefer a text message over a phone call.
Guest almost 3 years ago in E-Closing Core / New Features 0 Future Consideration

CPL Manual Changes to Buyer Name

Ability to make a manual change to the CPL buyer name (i.e. when buyer is an LLC, lender wants the manager's name removed so that the LLC name is the only borrower listed on the CPL).
Guest over 1 year ago in E-Closing Core 1 Will Not Implement

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 over 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Suggestions

Instead of having to check every single document have a click all button. Also in the printing checks section. Have a click all for each section in each check. It currently doesn't do all items.
Guest 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

eliminate the popup window when clicking on docs.

in e-closing the docs would open in one click. this extra step of choosing how the doc opens is unnecessary for me and my team and creates extra work.
Guest over 1 year ago in ClosingVue / Enhancements 0 Planned

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 over 1 year ago in ClosingVue / New Features 0 Future Consideration

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 almost 4 years ago in E-Closing Connect / Integrations 0 Duplicate / Existing Functionality