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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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Jacket/Policy Type should map--> to the commitment!

Commitments are issued specific to the policy type being issued. There are basically 2 owner policies and 3 loan policies. The owner types are the "owners" + "homeowners". The lender types are the "lenders" ("long form") + "short form" + "short fo...
Mary Margaret Stacy about 1 year ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Alphabet search bar on rolodex

Instead of having to scroll through all Rolodex entries to find one, an alphabet search option at the top of the page that would allow you to click on a letter and then take you to the first entry with that letter. For example if you click on 'R' ...
Sara Houghton about 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Add "other" to proration screen

Add "other" to proration screen as sometimes there are various adjustments needed that aren't listed.
Guest about 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

new order requests by realtors/lenders/clients

It would be very helpful for realtors and lenders to enter or upload new order requests into e-closing.
Guest over 1 year ago in E-Closing Core / Enhancements 2 Duplicate / Existing Functionality

Rolodex

When searching for a company name, why can't we just use part of the company name. why does only allow you to search by the exact name?
Guest over 1 year ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

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

Add Sales Rep or business development office as an internal tag

It will benefit title companies in that will easily track the sales rep responsible for bringing in the the new title transaction
Guest over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Make reconciliation check section easier to check off

There's is too much space between the check box and the amounts of the checks. Make the description section shorter to make it easier to verify amounts with check numbers.
ARAX RODRIGUEZ over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

On the title policy screen when you check the box for "refinance" which give a refinance rate the box should stay checked (there is no check mark when selected)so you know that you have the correct refinance rate.

If you didn't remember to check the box the amount of the policy premium is incorrect and borrower is overcharged.
Guest over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

"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