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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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Naming files

Please add the ability to have more freedom on naming files. Specially the "," I use it in the LLC names "Dido, LLC" I have to go a change the name of each file in order to be able to upload them to the Document Management section. Or have a funct...
Guest 7 months ago in ClosingVue / Enhancements 0 Implemented

Uploading documents to folders via file summary screen

It would be very helpful to be able to drag files to the folders from the file summary screen instead of having to go into document management,
Guest over 2 years ago in E-Closing Core 1 Implemented

Event White Board filter to apply when report is exported

When pulling a list of open events in the event whiteboard section it automatically sorts by event end date. It would be nice if you could filter by closing date, task name or closer and export the report and keep the changes made. Currently, if y...
Guest 8 months ago in ClosingVue / Enhancements 0 Implemented

Ability to have multiple property addresses for 1 file

We handle Residential & Commercial transactions that encumber more than 1 property. It would be helpful to have the ability to choose how many properties are associated with a closing.
Guest over 4 years ago in E-Closing Core / New Features 0 Implemented

Doc Folder in Attachments

I have an issue where there are a lot of files dropped into the documents area of the white board. We have folders created to help keep things separated, when needed, but also help keep track of things only one side of the transaction needs access...
Guest almost 3 years ago in E-Closing Core 4 Implemented

Add 'Check All' button in Consolidated by each payee

In the consolidated check screen it can be difficult to issue a wire or check when you have multiple payees. It would be much easier if each payee had a check all button.
Guest about 3 years ago in E-Closing Core / Enhancements 1 Implemented

After recent updates Word Documents now default to RTF not DOC

I would call this a correction but that is not an option: A few months ago after an update was rolled out, now when you chose to open a document in word it defaults to RTF (who uses that format) instead .doc please put it back to the way it was.
Ed Walker 10 months ago in E-Closing Core / Enhancements 1 Implemented

Un-Checked Events to be Bold

It would be helpful to make the Events that are outstanding Bold or a different color. The ones that are checked are the same color as the outstanding events. Visually it would help for what is outstanding at a quick glance.
Guest about 1 year ago in ClosingVue / Enhancements 2 Implemented

LAYOUT OF A FILE

I'm back to E-closing after 2.5 years with Qualia. I've opened my own company and very excited. I noticed on the e-closing 2.0 that each file starts with General information. It doesn't flow well. The most important item to see when opening a file...
Guest over 1 year ago in E-Closing Core / Enhancements 2 Implemented

Ability to create a Document Package which contains only Bar Codes

When we do initial set up, we print out two bar codes, set up and title. As we move through the process, we create single Bar Codes for the task at hand. When we close out a file, we print out at lest 8 Bar Codes. It would save time to have the Ba...
Guest almost 4 years ago in E-Closing Core / New Features 2 Implemented