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Broker information to save without having a Lender

Brokers sometimes take a few weeks to assign a Lender, and the Broker contact information is currently not saving without a Lender, and we need that information to save right away.
Guest about 3 years ago in E-Closing Core / Enhancements 0 Will Not Implement

Premium calculation worksheet

Would like the ability to generate a premium calculation worksheet from the Title Policy screen instead of having to go to the Documents screen.
Guest about 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Mortgage Contingency Date alert email

Sends an email to the team indicating that the mortgage contingency is due.
Guest over 3 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

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

No description provided
Guest over 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 over 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 over 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Improve HUD defaults

Setting up HUD and CD defaults should be much easier. We should be able to create a set of defaults and have it work properly, without having to worry about what defaults there were previously and how those defaults get pulled in and could make du...
Guest over 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 over 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 over 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 over 3 years ago in E-Closing Core / Enhancements 0 Will Not Implement