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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 almost 2 years ago in ClosingVue / Enhancements 0 Future Consideration

Integrate with First National title insurance company

There are other clients using First National title who also use E-closing. Would be great to integrate with them. It would make things easier on the clients who are using First national Title Insurance and eclosing.
Guest almost 2 years ago in E-Closing Connect / Integrations 0 Feedback & Review

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 almost 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Notes/Alerts

It would be great if you could change several Alerts into Notes by selecting multiple ones at a time. We use a lot of alerts in the system and then once completed need to go back and change to notes. It is very cumbersome to have to do 1 at a time...
Guest almost 4 years ago in E-Closing Core / New Features 0 Future Consideration

1099 - Trusts

When electronically transmitting 1099's for trust we sometimes have social security numbers and sometimes have TIN's for the trust. It would be awesome if there was a way IF we had a social to be able to plug in the name of the trustee so that it ...
Cheryl Megan almost 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Sending Multiple Docs

Currently, when sending multiple documents on one file, we need to open, save and then include in our email. I believe it would be easier if we could select multiple documents to generate as one PDF, as opposed to sending five or six PDFs with the...
Guest almost 4 years ago in E-Closing Core / Closing Portal 0 Duplicate / Existing Functionality

Editable/live WORD doc within File Summary

When a WORD doc is opened from File Summary and edited, clicking "save" in WORD would save all changes to that document within the file. This would allow for multiple team members to edit the same document until perfect for closing.
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Run Report per closer instead of just team

Running a weekly report per closer and not just per team. There is not an easy way to split closings.
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Sending Documents

I wish there was a way to combine all the documents together so, when I send a closing package, it shows as ONE package/link to my closer.
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

moving the ? information link to another area of the screen.

I recommend that you move the ? mark on the right bottom of the screen to another location. I am having trouble to move down the pages because the ? gets on my way.
Guest almost 2 years ago in E-Closing Core / Enhancements 0 Will Not Implement