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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 558 of 558

Adding a credit from a third party to a refi CD using page 3 for use payoffs and payment sections

For refi loans with a credit coming in from a third party or a second loan there is no way to bring in that credit to the CD when using page 3 for use payoffs and payment sections which is the CD used by the lender. I am not able to match the lend...
Guest over 4 years ago in E-Closing Core 0 Future Consideration

Add Email Address for Deed of Trust

In a file, we need to be able to email the Lender Council on Commercial Files. We can use the Deed of Trust field, but we would need an email address to be associated with it so that we can select them to email documents to.
Marc Hall over 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Back Policy Search intergration like FA has w Eclosings

First American's Back policies pull to eclosings and attach to each file. Would be great to have all integrate the same way.
Guest over 4 years ago in E-Closing Connect / Integrations 0 Will Not Implement

Add Amortization Period Field

We need a separate field for the amortization period since it is actually quite common to have (for example) a ten year loan, amortized over 20 years. Meaning, the payment amount is based on paying the loan over 20 years, but the maturity date is ...
Guest over 4 years ago in ClosingVue / New Features 0 Future Consideration

USPS Click & Ship from file just like Fedex

It would be great if we could use USPS click & ship within the file like we do Fedex. Lots of stuff could be sent this way to get a signature confirmation and it cost 25% of what Fedex charges. Now, we do it separately but we have to track eve...
Guest over 4 years ago in E-Closing Connect / Integrations 0 Future Consideration

Status should include and "ON HOLD" option.

Parties sometimes ask not to cancel a file and go on stand-by for an indeterminable about of time. The file's checklist could be frozen and the file would stay on the whiteboard in order for it to be followed up on. Maybe the line could turn an un...
Guest over 4 years ago in E-Closing Core 1 Will Not Implement

Add a field to the whiteboard to show when title searches are due that have been ordered through eclosing

No description provided
Guest over 4 years ago in E-Closing Core 0 Future Consideration
238 VOTE

Populate closing dates from E-closing whiteboard directly to Outlook calendar so if closing date changes, the Outlook calendar is updated

We use outlook calendar for client meetings and closings. Sometimes we forget to update the Outlook calendar (one extra thing to think about) when closing dates change. We could avoid scheduling conflicts if E-closings could update our calendar.
Guest over 4 years ago in E-Closing Connect / Integrations 7 Future Consideration