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E-Closing Core

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Put a message tab on the file dashboard. This will allow us to see all incoming and outgoing messages in the file rather than going to a global inbox.

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Guest over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Search by "Listing Broker/Agent" and "Selling Broker/Agent"

When a listing agent or selling agent calls to discuss their open files, it would be helpful to be able to search by broker/agent so that we can quickly pull up their files without having to ask for a property address, seller/buyer name, etc. Alth...
Guest over 1 year ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

The Amortization should have the payment amount listed.

I see the amortization breaks down what is principal and interest but it should also list the actual monthly payment on each line as well.
Alicia Kimbrough over 1 year ago in E-Closing Core / Enhancements 2 Future Consideration

Create a pre-cd file status category

Prospective buyers and borrowers frequently request title quotes before deciding which title company to use. It appears that e-closing does not have a category that is suitable for these title quotes. So it would be helpful to have a pre-CD or tit...
Guest over 1 year ago in E-Closing Core / New Features 1 Will Not Implement

internal office messaging

like Microsoft teams, but in eClosing. This would make it easier to work with team members, and internal communication
Guest over 1 year ago in E-Closing Core / New Features 2 Will Not Implement

Word Documents Drafted in CV

Documents should be updated automatically with updated information entered into the system. For example, if a borrower is added or removed the documents already drafted would have the updated information automatically transferred. At the moment, w...
Arilee Ortiz over 1 year ago in E-Closing Core / Enhancements 2 Will Not Implement

FIRPTA WITHHOLDING

Is it possible to create a FIRPTA Withholding field (check box) that would then auto calculate the 15% of purchase price amount and put on CD similar to how the RE commissions work. This would not only make the process more efficient, it would eli...
Guest over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Default HUD CD Needs to connect to Contacts

i have default labels on the HUD/CD however, on the Back Office screen, you could make it so that there is a Rolodex button to pick the contact. Presently, my company name does not include an address from the default items. Nor does Proplogix. so ...
Guest over 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

Trust- multiple SSN fields

It would be great to be able to assign SSN information for each individual in the trust if there is no Trust EIN.
Diana Leach over 1 year ago in E-Closing Core / Closing Portal 0 Feedback & Review

Not opening a new tab for every file

Instead of opening a new tab on the browser for each file you enter, or going into back office, everything should stay on the same tab. If possible, it would be great if there were tabs within the system for each file you were in, that you could c...
SiArah Olsen almost 2 years ago in E-Closing Core / New Features 3 Will Not Implement