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PINNED Add a notification when you recieve an Order in the notifications section
When you receive an order back from the underwriter, lien search or other vendor, a notification should show in e-closing. Right now, we only get an email, which is good but shouldn't it be inside e-closing as well?

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library of custom made clauses

to have a menu option to include my own clause which i use repeatedly in all of my seller docs, like the sale is subject to paid taxes of the current year, or on the bill of Sale we put that the sale inclused all the items described in the sales c...
Guest about 3 years ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Gotta be able to filter overdue tasks by closing team.

We had this option on the old e-closing software (changed about a month ago). Need it back.
Guest about 1 year ago in ClosingVue 1 Duplicate / Existing Functionality

checklist tasks

alphabetize the checklist tasks
Guest about 2 years ago in E-Closing Core 1 Duplicate / Existing Functionality

Put a "favorite doc" generated - user choice - such as CD or HUD

This way, you can easily generate a CD or HUD without having to go through a bunch of menu options.
Mary Margaret Stacy about 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Add "other" to proration screen

Add "other" to proration screen as sometimes there are various adjustments needed that aren't listed.
Guest about 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Generate Regular Envelope Labels from Addresses Entered on Checks - Escrow Accounting Page

It would be great if there was a way to generate labels for regular envelopes (as opposed to a UPS or FedEx shipping label). For example if I enter a mailing address for a particular check on the Escrow Accounting page, say for instance a pest con...
Guest over 2 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Realtor Quick Filter

Being able to quick filter and export files by real estate agent would be very helpful!
Guest over 2 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Seperate Buyer and Seller Closing Statements

Nearly all commercial closings have seperate Buyer and Seller closing statements as the parties do not wish to share all of their expenses with one another. Additionally, buyer or seller may be a 1031, which may or may not require the QI to sign. ...
Guest over 2 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality

Add Sales Rep or business development office as an internal tag

It will benefit title companies in that will easily track the sales rep responsible for bringing in the the new title transaction
Guest over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Frequent Client Drop Down

Could there be a frequent client (buyer and sellers) drop down box when creating a new order?
Guest almost 3 years ago in E-Closing Core / Enhancements 0 Duplicate / Existing Functionality