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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?

All ideas

Showing 561 of 561

Sending Multiple Docs

Currently, when sending multiple documents on one file, we need to open, save and then include in our email. I believe it would be easier if we could select multiple documents to generate as one PDF, as opposed to sending five or six PDFs with the...
Guest about 3 years ago in E-Closing Core / Closing Portal 0 Duplicate / Existing Functionality

Editable/live WORD doc within File Summary

When a WORD doc is opened from File Summary and edited, clicking "save" in WORD would save all changes to that document within the file. This would allow for multiple team members to edit the same document until perfect for closing.
Guest about 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Fix dates for rents collected proration

When I input rents collected, the dates that populate to the description on my ALTA Settlement Statement are not correct. I have a closing August 31 and the description that populates from the Proration Module is "Rent Collected 09/01/2022 to 08/3...
Davina Carroll over 1 year ago in E-Closing Core / Enhancements 0 Feedback & Review

Seller's Closing Disclosures Total Lines

On the Seller's CD, please lighten the roll-up totals so they are able to be seen. They currently are very dark and when emailed or scanned, you cannot read the totals that roll-up in each section of the CD entitled Due to (or from) Seller at Closing
Debbie over 1 year ago in E-Closing Core / Closing Portal 0 Future Consideration

Vendor List when working in HUD or CD - should be able to have a "default" for each type of vendor

along with the excessive click to uncheck in the document section - when working on CD or HUD you should be able to have a pop up or default vendor for each type (title, lien search, survey) and then populate the sections instead of having to clic...
Ed Walker over 3 years ago in E-Closing Core / New Features 0 Future Consideration

email replies

when emailing from the portal, it would be great to have the reply to the email show up in the portal
Francis Mendez over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Checklists should appear once a checklist is chosen on the Create a File page, or make THAT a choice, to appear or not.

It is time consuming to choose & add each item in a checklist so that it will show up
Guest almost 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Loan Amount Changes - Lender Self Serve (5-10%)

Ability for lenders to change the loan amount, capped by a certain percentage, and then regenerate a title package through the closing portal, which would give them an updated commitment and Prelim Closing Disclosure.
Guest over 3 years ago in E-Closing Core / Closing Portal 1 Will Not Implement

Integrate with ShortTrack

Please integrate with ShortTrack so that real estate agents can directly upload contract information into E-Closing via Dotloop and Docusign
Guest over 3 years ago in E-Closing Connect / Integrations 0 Feedback & Review

Ordering Commitments Auto-Populates Data from E-Closing File

To order a title commitment under The Fund integration module you have to manually enter the buyer, seller, property, etc. when all that information is already in E-Closings. There should be a button in the File to order title commitments that the...
Guest over 3 years ago in E-Closing Connect / Integrations 0 Duplicate / Existing Functionality