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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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The Amortization should have the payment amount listed.

I see the amortization breaks down what is principal and interest but it should also list the actual monthly payment on each line as well.
Alicia Kimbrough about 1 year ago in E-Closing Core / Enhancements 2 Future Consideration

Credit information

I have noticed in the system if you are setting up a new file and just start with completing a borrower's information and then hitting save and continue through each of the screens it completely skips the Credit Information screen to add a Seller ...
Guest about 1 year ago in E-Closing Core / Enhancements 1 Future Consideration

Put hotlink to the insurance screen + loan screen on the CD / HUD

Put hotlink to the insurance screen + loan screen on the CD / HUD. If you're working on a CD / HUD, why force the user to navigate to the screens manually. Once the user gets there, they have to navigate back anyway, why not make one of the trips ...
Mary Margaret Stacy about 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Generating Documents

Would like to able to select multiple documents but also generate them separately in PDF or Word
Arilee Ortiz about 1 year ago in E-Closing Core / Closing Portal 0 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 about 1 year ago in E-Closing Core / Closing Portal 0 Future Consideration

E-Signing Capability

I totally agree that E-signing is definitely need with this program and would add to the value. Whatever you can do within the program contributes to contributes to the ability to process a file quickly and efficiently.
Guest about 1 year ago in E-Closing Connect 0 Future Consideration

Show only Sellers Names when serching for properties that are Seller Representations.

When a property is searched and that file is a Seller Representation, the borrowers name will be generated. This should be switched to the Sellers name seeing they are the client.
Guest over 1 year ago in ClosingVue 0 Future Consideration

Show Sort Order Number on the Manage Events List.

It would be very helpful to see at a glance what sort order number is associated with each event. This would make assigning a Sort Order to new events and/or re-ordering events much easier. Currently, you need to click into an Event to figure out ...
Guest over 1 year ago in ClosingVue / Enhancements 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 over 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

Prevent duplicate file numbers(lookup numbers)

It would be helpful if the system would alert us if we accidentally try to create a duplicate file using the same number so we have the option to cancel it and/or use a different file number (lookup number).
Guest over 1 year ago in ClosingVue / New Features 0 Future Consideration