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Integrate a doc editor with a dropdown list to auto add tags

It would be highly beneficial if there was a full document editor within the software, whether it be adding new templates, or generating doc packages and needing to make changes. I am a coder so it is a tiny bit easier for me, however if you add a...
Michelle Mullis over 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

The ability to send documents for e-signature would be a helpful tool for clients who don't have access to printers.

No description provided
Guest about 2 years ago in E-Closing Core / Closing Portal 0 Future Consideration

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 about 2 years ago in E-Closing Core / Enhancements 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 over 1 year ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Capability to add a hyperlink to Alerts

I want to be able to create an Alert that contains a hyperlink
Guest over 1 year ago in E-Closing Core / Enhancements 1 Will Not Implement

Option for lender credit on page 3 of the CD instead of bottom of page 2

Some lender credits are for tolerance cure and should appear on page 2, but some lenders put a credit on page 3 for prepaid items, such as a prepaid app fee. When we enter multiple lender credits in the credit screen it totals them all onto the bo...
Guest over 1 year ago in E-Closing Core / Enhancements 4 Will Not Implement

Error message for Recording Fee Calculator

It would be helpful to have an error message apopear if there are results that are calculated in the recording fee calculator that are NOT appearing on the CD/HUD screen. If a fee was once deleted, or if a manual entry has been entered on a line d...
Guest about 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Reverse Mortages

Have an option to select "Reverse Mortgage" under Purpose in Lender Info. Page
Guest over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Boiler Plate summary

Create a master list laying out all preloaded language for all aspects of the boiler plates in the text description tab.
Denise Oberholzer over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Selecting Checks to print - by default boxes should be unchecked.

When going to print checks - the default should be all unchecked. (or at least an option to make that default like was added in the document packages) to save unnecesary clicking. If I want to unselect a check that has three lines / payments to it...
Ed Walker over 1 year ago in ClosingVue / Enhancements 0 Future Consideration