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E-Closing Core

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Notes/Alerts

It would be great if you could change several Alerts into Notes by selecting multiple ones at a time. We use a lot of alerts in the system and then once completed need to go back and change to notes. It is very cumbersome to have to do 1 at a time...
Guest almost 4 years ago in E-Closing Core / New Features 0 Future Consideration

1099 - Trusts

When electronically transmitting 1099's for trust we sometimes have social security numbers and sometimes have TIN's for the trust. It would be awesome if there was a way IF we had a social to be able to plug in the name of the trustee so that it ...
Cheryl Megan almost 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Page numbers at the bottom of the whiteboard

It would be great if we didn't have to scroll all the way to the bottom to access the next page on the whiteboard. If the page numbers could be frozen at the top of the screen so that as you scroll down it stays visible at the top that would avoid...
Guest over 4 years ago in E-Closing Core 0 Future Consideration

Seller's Closing Disclosures Total Lines

On the Seller's CD, please lighten the roll-up totals so they are able to be seen. They currently are very dark and when emailed or scanned, you cannot read the totals that roll-up in each section of the CD entitled Due to (or from) Seller at Closing
Debbie over 2 years ago in E-Closing Core / Closing Portal 0 Future Consideration

CD/HUD shortcuts

Would it be possible to add as shortcut battorney and sattorney for buyer's attorney and seller's attorney respectively?
Becky Macha over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Default Payees to Consolidated Checks & Ability to change payment method for all line items at once.

I am starting to use the consolidated check feature to submit premiums to my underwriter. Currently, my closing agents are having to manually change the payment method from a check to a consolidated check. They have to change the payment method on...
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Processor Information pulling through to client portal

At our company the processor and closer are often not the same people. Due to the high volume of closings we hold, the processor, processes the files and we have contracted notaries that will often do the closings. The processor is however the poi...
Guest almost 3 years ago in E-Closing Core / Closing Portal 1 Future Consideration

entering the recording information, regarding the time of recording AM or PM

AM or PM creates an adittional click thru that the system should determine automatically and allow the user to change if it disagrees. But if I put in the time 10:18 , It has to be AM. If i Put 1:08 it has to be PM. So it would be nice that based ...
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Add Homestead option on Seller Information screen

Sometimes there are sellers who are not on title, but they can still claim homestead. The property use type is a blanket option, so it is applying to ALL sellers. We need an option for documents, such as the deeds, to either pull or not pull selle...
Guest almost 3 years ago in E-Closing Core / New Features 0 Future Consideration

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 over 3 years ago in E-Closing Core / Enhancements 0 Future Consideration