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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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Showing 563 of 563

Allow us to send canned Outlook emails triggered by Event

Many of us do not use the portal and prefer to communicate directly with our clients via email and not send them an email to go look somewhere else for their email. Would be efficient to allow the option for emails triggered by events to be sent d...
Guest almost 4 years ago in E-Closing Connect / Integrations 0 Will Not Implement

Seperate Closing times for Buyer/Seller

Currently we have just one closing time option, but most buyers and sellers sign separately.
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Ability to create Return Shipping labels or Edit the from information

We do not have the option of creating a return label without first creating a label TO that person. My suggestion would be to incorporate an edit field for the FROM information as well...
Guest almost 4 years ago in E-Closing Connect / Integrations 1 Planned

Split Deposit

Are you able to add a second selection for a split deposit. In some areas around us, the broker holds the initial deposit for net funding, but the seller's counsel holds the additional deposit.
Guest almost 4 years ago in E-Closing Core / Closing Portal 0 Future Consideration

Base Amount Prorated shows on HUD/CD for easy review

When reviewing a HUD or CD, I need to confirm that the total amount of prorated charges was entered correctly. Right now I have to click back to the proration entry window to see what amount was entered, I'd like to be able to see it from the HUD ...
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Adding option for more than 1 person holding P&S deposit

Add an option for more than 1 person to hold P&S deposit. for instance, in Worcester County where Listing Broker holds initial deposit and Seller Attorney holds 2nd deposit. As opposed to having to manually adjust on page 3.
Kristie Gatherum almost 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

while reconciling showing the amount of items that are checked.

for instance if there are 12 items on bank statement .. show that we have checked 12 items ..
Guest almost 4 years ago in ClosingVue / Enhancements 1 Future Consideration

Synch Scheduled Events with my PracticePanther calendar.

Similar to the idea to synch with Outlook. My office uses PracticePanther to calendar non-real estate matters, like trial work. This would help me see all tasks for every practice area in a single calendar. Thanks.
Guest about 4 years ago in E-Closing Connect / Integrations 0 Will Not Implement

Email templates

I would also like to add to your list of upcoming things to add to EC = Email templates. These would make life so much easier to just be able to click a button with the email that we start and choose a template that we need
Guest about 4 years ago in ClosingVue / Enhancements 0 Planned

Add USPS address lookup function in all areas that ask for an address

We're fastidious about getting peoples' addresses correct. Especially the subject property address. Any time we enter any address, we look it up first. In our system, if the address contains the last four numbers of the extended zip code, that is ...
Guest about 4 years ago in E-Closing Connect / Integrations 0 Future Consideration