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E-Closing Core

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"Buyer" option instead of "Borrower"

On Cash purchases; specifically the HUD- clients have a big issue signing a document that indicates "borrower" instaed of "buyer" when using cash.
Guest over 1 year ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Word Documents Drafted in CV

Documents should be updated automatically with updated information entered into the system. For example, if a borrower is added or removed the documents already drafted would have the updated information automatically transferred. At the moment, w...
Arilee Ortiz 9 months ago in E-Closing Core / Enhancements 2 Will Not Implement

Have a closer option as well as the processor option/use team/use attorney

We would like to have an option that would allow us to have the processor as one option and a closer as another option. Currently the options are TEAM/PROCESSOR/ATTORNEY and we would like to add CLOSER. We set our Whiteboards to show files assigne...
Guest over 4 years ago in E-Closing Core 0 Future Consideration

Tags for onstruction loan draw requests and endorsements

As construction progresses lender will advance addition funds up to the face amount of the construction loan. AS draws are taken the lender requests title updates and a draw endorsement which reflects basic information relating to the lender's pol...
Sid Worley 6 months ago in E-Closing Core / New Features 1 Will Not Implement

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 10 months ago in E-Closing Core / Enhancements 0 Future Consideration

Contacts to carry through whole system

We do numerous closings for the same clients. When we put the buyer/seller names in the file, the contact information, phone number, etc does not pop up. We have to re load everything.
Guest over 1 year ago in E-Closing Core / Enhancements 3 Duplicate / Existing Functionality

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 10 months ago in E-Closing Core / Closing Portal 0 Feedback & Review

Financial Info - Searchable by Contacts

Allow for the Real Estate Company, Lender, and Mortgage Broker Contacts to be searchable by contact name, prior to entering a company name.
Guest 10 months ago in E-Closing Core / Enhancements 0 Feedback & Review

Put a message tab on the file dashboard. This will allow us to see all incoming and outgoing messages in the file rather than going to a global inbox.

No description provided
Guest about 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

option to add other title company info for seller docs only preparation

sometimes, I prepare seller's documents only for closings being handled by another title company. I would like an option to add the other company's name (without changing my name on every file) so I can generate the seller's documents with the the...
Guest almost 3 years ago in E-Closing Core / New Features 1 Future Consideration