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E-Closing Core

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Pulling Rolodex Entries into the shipping labels

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

"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

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 almost 3 years ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

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 over 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

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 over 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

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

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

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

Default cancelled and seller only files to NO for 1099 eligible

No description provided
Guest almost 3 years ago in E-Closing Core / New Features 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