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E-Closing Core

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Adding an option for the buyer/borrower to pay real estate commission

Currently, if the buyer is paying the real estate commission (which is rare), you have to add it as a line item.
Guest almost 3 years 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

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

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

HUD Default end date

I am proposing an edit to the HUD Default package screen. When you create a new package to update your Defaults in an attempt to change the fees, it would be helpful for the system to add an end date to the prior package of the date before the new...
Guest over 2 years ago in E-Closing Core / Enhancements 1 Future Consideration

Please update the HUD Defaults feature to CD Defaults.

Currently, you have to refer to the HUD line number reference line for CD defaults and there is no way to enter defaults for section A of a CD.
Guest about 4 years ago in E-Closing Core 0 Future Consideration

Preview attachment before clicking send to email

When you email it would be nice if we could do a quick preview of the attachments before clicking send. Currently we have to preview the attachment as a separate action - view on screen - and then go back in and email it.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Merging client/purchaser/seller portals

We often work with brokers in their personal real estate deals. It would be great if brokers could access all of their files (personal and professional) with one sign-in. Even if we had to manually merge them in the User Management it would be ver...
Guest over 2 years ago in E-Closing Core / Closing Portal 1 Future Consideration

Portal Capability

I think it would be of great value to add the capability for all parties in the transaction to be able to login and quickly answer all the necessary information. Of course you can upload a word doc with the questions and the party to the transacti...
Guest almost 2 years ago in E-Closing Core / Closing Portal 0 Future Consideration

Admin Access To Rolodex

We are in the process of cleaning up our rolodex. I currently have to go entry by entry in the contacts screen and it is very cumbersome. I am wondering if you would be able to add an ability to select and alter, delete or archive multiple entries...
Stephanie Billingsley almost 2 years ago in E-Closing Core / Enhancements 0 Future Consideration