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Provide pop-up to Rolodex when adding Buyers or Sellers instead of requiring that you copy the information from an existing file.

With Relocation files, the Relocation company starts as a Buyer then becomes a non-titled Seller part way through the transaction. Or the file gets opened before we know who the ultimate Relocation company or Investor is and need to add them at a ...
Kimberly Gilbert-Toelle over 2 years ago in E-Closing Core / New Features 3 Duplicate / Existing Functionality

Declaration of Homestead

Please state signed under pains and penalties of perjury. It currently states signed under perjury
Guest over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

library of custom made clauses

to have a menu option to include my own clause which i use repeatedly in all of my seller docs, like the sale is subject to paid taxes of the current year, or on the bill of Sale we put that the sale inclused all the items described in the sales c...
Guest over 3 years ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Look up number field should automatically generate sequential file numbers

Look up number field automatically generates sequential file numbers...user doesn't have to look back at last file number, and system would generate the next incremental file number without a manual add. Needs to accommodate for different loan pur...
Guest over 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Move link to download attachment to after message

When sending an email with an attachment through e-closing, it would be ideal if the link to download the attachment was placed under the message instead of first thing. This would make the e-mail look much less like spam and would increase the ch...
Lindsay over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Adding Realtor Phone numbers in the file

No description provided
Guest over 1 year ago in E-Closing Core / Closing Portal 0 Duplicate / Existing Functionality

Buyers in Trust setup

When there are multiple trustees as buyers, the system defaults to name1 as Trustee of Trust and name2 as Trustee of Trust and name3 as Trustee of Trust...instead of name1, name2, name3 as Trustees of Trust. We have to manually alter the names on ...
Diana Leach over 1 year ago in E-Closing Core / Closing Portal 2 Duplicate / Existing Functionality

Fund Produce Downloads

The way to download right now is not user friendly. The file name changes, its not the one the Fund's file name. YOu also have to download one by one. It would be best if you could download as a zip file so you can save all directly to your computer.
Guest over 1 year ago in E-Closing Connect / Integrations 0 Future Consideration

Add NON-WARRANTY deed as a selection in the drop down menu for Chain of Title and entering deed information.

No description provided
Guest over 1 year ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Email within E-Closing

When emailing within E-Closing, the recipients should be able to see who all the email was sent to (like Outlook). Then when they reply, it should go to all parties and keep everyone in the know of the transaction. We quit using this feature for t...
Debbie over 2 years ago in E-Closing Core / Closing Portal 1 Will Not Implement