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E-Closing Core

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Shipping Label addition

Is there a way to have the Town Hall for each property show up as a shipping label option? We have to send documents out to town halls to record documents (especially Rhode Island).
Guest almost 4 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Quick Filter & Ability to Pull Report by Title Processor or Attorney

We assign files using the title processor feature. It would be great to be able to pull a report of files currently assigned to a specific title processor or attorney.
Guest almost 4 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

FILE #

Can the File# be reflected at the top of screen on each tab, so when a file is open and on a tab other than main file screen, it will help to be sure working in correct file.
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

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

Create addressed envelopes from Escrow Accounting

It would be really helpful to be able to print addressed envelopes directly from the Escrow Accounting screen when disbursing funds.
Guest almost 4 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

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

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

Make reconciliation check section easier to check off

There's is too much space between the check box and the amounts of the checks. Make the description section shorter to make it easier to verify amounts with check numbers.
ARAX RODRIGUEZ almost 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality