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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?

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Showing 561 of 561

Report for vacation and personal days for employees

I have my staff enter their vacation and personal days into eclosing so I know when they are out of the office. I would like to pull a report for each employee to show me how many vac or personal days they have taken.
Brenda Butkus about 2 years ago in E-Closing Core 3 Duplicate / Existing Functionality

Integrating CPLs, Jackets, etc with The Security Title Guarantee Corporation of Baltimore

Would like to add this underwriter to E-Closing Connect
Guest over 2 years ago in E-Closing Connect / Integrations 0 Feedback & Review

Loan Amount tab on Whiteboard for Refinances

It would be useful to have the loan amount as a whiteboard tab for Refinances so you dont have to click into the file to find the amount as lenders change that quite often, saving time and steps.
Guest over 2 years ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Ability to combine deposits in escrow accounting.

Buyer had attorney representation and was also holding binder deposit. Attorney wired combined binder deposit and buyer's funds to close. I know in DT you could combine deposits. Maybe there is a way to do this now??
Kim Story over 2 years ago in ClosingVue / Enhancements 1 Future Consideration

Selecting Mulltiple Documents to share via portal

There should be an option to select multiple documents at once to upload to the portal for the clients instead of having to go one by one.
Guest over 2 years ago in E-Closing Core / Closing Portal 0 Duplicate / Existing Functionality

Add disbursement date under closing date in the file summary screen

At a quick glance you could see the details instead of scrolling down and seeing disbursement date under the financial info on the file summary screen.
Guest over 2 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Add notes to tasks from File Summary Screen

It would be awesome if notes on specific tasks could be added from the file summary page instead of opening the task to do it. That would save a lot of time for those of us who put notes in every task we complete.
Guest over 2 years ago in ClosingVue / Enhancements 0 Future Consideration

Association names should be alphabetical

We have numerous Associations, and the dropdown menu is not alphabetical, making it difficult and time consuming to find the Association we are look for.
Guest over 2 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Realtor Quick Filter

Being able to quick filter and export files by real estate agent would be very helpful!
Guest over 2 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Rolodex updates for Real Estate Agents

It would great if the rolodex for real estate agents allowed us to enter the agent's name first, then their agency, since many agents change companies but are in our system already. Also, if we could add a feature to "update" the contact so that w...
Guest over 2 years ago in E-Closing Core / Enhancements 0 Will Not Implement