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Event White Board filter to apply when report is exported

When pulling a list of open events in the event whiteboard section it automatically sorts by event end date. It would be nice if you could filter by closing date, task name or closer and export the report and keep the changes made. Currently, if y...
Guest about 1 year ago in ClosingVue / Enhancements 0 Implemented

Integration of Property Debt Research

I would love to see an integration created for Property Debt Research, which is a lien search company we utilize with each one of our files.
Guest over 4 years ago in E-Closing Connect / Integrations 0 Implemented

In the "Emails" window on the Matter Dashboard - Add column for "To:" and "Attachments"

Having a quick way to review who you emailed and what was sent via E-closing.
Guest about 5 years ago in E-Closing Core / Enhancements 1 Implemented

Create a Legal Description Template under Property Information

Lot/Block (Plat)Template Condo Template
Guest over 1 year ago in ClosingVue 0 Implemented

Add ACH as an option to manual wires/checks for efiling option

Title Insurance Companies do not like that we chose wire for efiling...
Guest about 5 years ago in E-Closing Core 0 Implemented

Drag & Drop into Scanned/Saved Documents

A new feature which was implemented which does not allow accents or any special characters hinders the use of drag & drop into the Scanned/Saved Documents. Third parties often save their documents with an "apostrophes" and "&", or their re...
Guest over 1 year ago in ClosingVue / Enhancements 1 Implemented

LAYOUT OF A FILE

I'm back to E-closing after 2.5 years with Qualia. I've opened my own company and very excited. I noticed on the e-closing 2.0 that each file starts with General information. It doesn't flow well. The most important item to see when opening a file...
Guest almost 2 years ago in E-Closing Core / Enhancements 2 Implemented

After recent updates Word Documents now default to RTF not DOC

I would call this a correction but that is not an option: A few months ago after an update was rolled out, now when you chose to open a document in word it defaults to RTF (who uses that format) instead .doc please put it back to the way it was.
Ed Walker over 1 year ago in E-Closing Core / Enhancements 1 Implemented

ECDT - ADD CLOSING DATE TO FILE SUMMARY

Add closing date at the top of the file summary page in 'General Information'. Currently, the closing date is only shown hidden in the 'Financial Information' portion.
Lindsay about 2 years ago in E-Closing Core / Enhancements 1 Implemented

Verbage change consideration

On the Financial page, the bottom right fields "Listing Broker Name" and "Selling Broker Name" seem rather confusing given the fact that the "listing" agent represents the seller and the "selling" broker represents the buyer. It would be very help...
Guest over 4 years ago in E-Closing Core 1 Implemented