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E-Closing Core

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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 over 1 year ago in E-Closing Core / Enhancements 1 Feedback & Review

"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 about 2 years ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Pulling Rolodex Entries into the shipping labels

No description provided
Guest over 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Add a field for Transaction Fees on "Financial Info" Screen

A lot of brokerages charge additional fees to their sellers. Can this be implimented directly into the financial info screen? Otherwise we need to enter this data manually into the H. Other section on HUD-1 or CD. It would save additional steps an...
Guest over 2 years ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

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 about 1 year ago in E-Closing Core / New Features 1 Will Not Implement

Checklist Item Categories

It would be awesome if you could create customizable checklist categories to better organize checklist items. For example if a user could establish an Accounting category, checklist items such as "payoffs sent" could be nested under that category ...
Guest about 3 years 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 almost 2 years ago in E-Closing Core / Enhancements 3 Duplicate / Existing Functionality

More than one portal user for LLCs and corporations

Right now there is an option for only one person in the LLC to be a portal user. IF there are 2 managers, etc only one can use the portal. There should be a way to make each person a portal user just like individual sellers can.
Elaine Volan over 1 year ago in E-Closing Core / Closing Portal 1 Future Consideration

When Construction Loan is Purpose, Change Page 3 of CD

When your Purpose on the Financial Information page under General Information is Construction, you should be able to change Page 3 of CD to Use Payoffs and Payments Section. Currently when I have a construction loan I have to choose Refinance as t...
Guest over 1 year ago in E-Closing Core / Enhancements 2 Duplicate / Existing Functionality

Default cancelled and seller only files to NO for 1099 eligible

No description provided
Guest over 2 years ago in E-Closing Core / New Features 3 Duplicate / Existing Functionality