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Add Final Policy Request to Fund Branch Product Order drop down list.

It would be great to order Final policy requests in branch product order section in ECDT. Here we could send the Fund the marked up title commitment, survey and recorded documents. Also, could give our needed by date.
Guest almost 3 years ago in E-Closing Connect / Integrations 0 Future Consideration

Event due dates to sort files on the whiteboard and in reports

While it is helpful to be able to run reports and view the whiteboard sorted by the data items such as closing date, creation date, etc., it would be helpful if we could sort the whiteboard and the reports based on the events we have created. For ...
Guest almost 3 years ago in E-Closing Core / New Features 1 Will Not Implement

Allow Tax Payments to be moved to Section F

Lenders usually put tax payments paid at closing in section F instead of under K or N so when we need to move these there we have to manually do it and add all the tax info to the screen.
Guest almost 3 years ago in E-Closing Core / Closing Portal 2 Duplicate / Existing Functionality

Report for vacation and personal days for employees

I have my staff enter their vacation and personal days into eclosing so I know when they are out of the office. I would like to pull a report for each employee to show me how many vac or personal days they have taken.
Brenda Butkus almost 3 years ago in E-Closing Core 3 Duplicate / Existing Functionality

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