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Charles Jones Integration, Please add Tax Certificates for PA and NJ

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Guest about 3 years ago in E-Closing Connect / Integrations 0 In Progress

Extension numbers

Lenders often use extension numbers, and there is currently nowhere to store this information. This is an urgent need.
Guest about 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Adding "Additional Fees" section from realtor in financial information screen so it populates to HUD

Adding "Additional Fees" section from realtor in financial information screen so it automatically generates onto HUD, instead of having to manually enter into HUD.
Guest about 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Listing and Selling Agent fields on Financial Screen

It would be great if we could search for agents by their license # as they switch companies all the time especially when you have tons of entries forfirms like Keller Williams and Berkshire Hathaway and you have no go thru all of them to find a pa...
Guest about 3 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Notifications (Tasks) to Individuals

We would like to have a way to send a task to an individual person to know its their turn to do something in the file.
Guest about 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Add Ref Lines to UPS labels that show up on the labels and give the ability to print receipts

any ref notes you add to the labels do not show up on the label. We need to be able to identify these packages by file number and name. In ups.com, you're able to have 2 reference fields and they both show on the label. Also, I don't see a place t...
Guest about 3 years ago in E-Closing Core / Enhancements 0 Will Not Implement

Edit esecure mail subject line

It would be nice to be able to edit the subject line of emails being generated through e-closing. About 50% of recipients that received this mail dont open it because they think it's spam. OR it is automatically put into their spam folder. I spend...
Guest about 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Add same feature from Reconciliation to Clear Entries Reconciliation

When doing the monthly reconciliation, you can select a range of checks to check off at once but in Reconciliation - Clear Bank Entries, we don't have that ability. I think it is something that would be useful/helpful to users who handle daily and...
Guest about 3 years ago in ClosingVue / Enhancements 0 Future Consideration

HUD defaults - don't make retroactive

When making changes to HUD defaults, the changes are retroactive, and affect all the open files, it would be less confusing and more effective and efficient to have the Defaults 'freeze' once a HUD or CD is created in a file.
Guest about 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Add a field to the file dashboard for Mail Away

We need a clear way for the Closer to see that a transaction is a Mail Away. Often this information is obtained early on, and when placed in Notes, the Note gets pushed to the bottom of the list.
Guest about 3 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality