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Integrating CPLs, Jackets, etc with The Security Title Guarantee Corporation of Baltimore

Would like to add this underwriter to E-Closing Connect
Guest almost 3 years ago in E-Closing Connect / Integrations 0 Feedback & Review

Loan Amount tab on Whiteboard for Refinances

It would be useful to have the loan amount as a whiteboard tab for Refinances so you dont have to click into the file to find the amount as lenders change that quite often, saving time and steps.
Guest almost 3 years ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Ability to combine deposits in escrow accounting.

Buyer had attorney representation and was also holding binder deposit. Attorney wired combined binder deposit and buyer's funds to close. I know in DT you could combine deposits. Maybe there is a way to do this now??
Kim Story almost 3 years ago in ClosingVue / Enhancements 1 Future Consideration

Selecting Mulltiple Documents to share via portal

There should be an option to select multiple documents at once to upload to the portal for the clients instead of having to go one by one.
Guest almost 3 years ago in E-Closing Core / Closing Portal 0 Duplicate / Existing Functionality

Add disbursement date under closing date in the file summary screen

At a quick glance you could see the details instead of scrolling down and seeing disbursement date under the financial info on the file summary screen.
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Add notes to tasks from File Summary Screen

It would be awesome if notes on specific tasks could be added from the file summary page instead of opening the task to do it. That would save a lot of time for those of us who put notes in every task we complete.
Guest almost 3 years ago in ClosingVue / Enhancements 0 Future Consideration

Association names should be alphabetical

We have numerous Associations, and the dropdown menu is not alphabetical, making it difficult and time consuming to find the Association we are look for.
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Rolodex updates for Real Estate Agents

It would great if the rolodex for real estate agents allowed us to enter the agent's name first, then their agency, since many agents change companies but are in our system already. Also, if we could add a feature to "update" the contact so that w...
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Will Not Implement

Upload screen

Would be nice to have a singe dedicated screen for uploading docs, showing large icons for a dozen or so of the most uploaded docs (Lender Package, Title Request, Title Search, Current Owner Deed, Back Title, etc) that stays open and you can uploa...
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Will Not Implement

Disbursement Register that EXCLUDES Voided Transactions

Voids happen and they crowd the bank detail report making it really time consuming and difficult to discern actual valid disbursements from voided ones.
Guest almost 3 years ago in E-Closing Core 0 Duplicate / Existing Functionality