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E-Closing Core

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Alphabet search bar on rolodex

Instead of having to scroll through all Rolodex entries to find one, an alphabet search option at the top of the page that would allow you to click on a letter and then take you to the first entry with that letter. For example if you click on 'R' ...
Sara Houghton over 1 year ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Base Amount Prorated shows on HUD/CD for easy review

When reviewing a HUD or CD, I need to confirm that the total amount of prorated charges was entered correctly. Right now I have to click back to the proration entry window to see what amount was entered, I'd like to be able to see it from the HUD ...
Guest over 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

It would be great if there was a way to print all the 1099s at once without having to go into each file.

No description provided
Guest almost 3 years ago in E-Closing Core / Enhancements 2 Will Not Implement

Excess Deposit Field on the Financial Information Screen

Have a field in the area of the commission to show/confirm an excess deposit amount.
Guest almost 3 years ago in E-Closing Core / New Features 0 Future Consideration

sort options in escrow accounting

It would be helpful to be able to sort receipts and disbursements by either column, or have the most recent transactions at the top of each section, instead of scrolling all the way to the bottom. We use EC to post our recording trust transactions...
Guest about 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

Phone Number - Automated Formatting

Allow entry of phone number in any common format and have the CV automatically convert it to the preferred format. This happens on some occassions, but something like 561.271.0000 confuses the system. Data Entry speed is key, so using cut & pa...
John Chluski about 1 year ago in E-Closing Core / Enhancements 0 Will Not Implement

Integrate a doc editor with a dropdown list to auto add tags

It would be highly beneficial if there was a full document editor within the software, whether it be adding new templates, or generating doc packages and needing to make changes. I am a coder so it is a tiny bit easier for me, however if you add a...
Michelle Mullis about 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

Bar Codes

Would love to see a way to check list barcodes we want to use for the file and print them all at once. This would be such a no brainer thing to do. Please make this happen,
Guest 7 months ago in E-Closing Core / Enhancements 3 Duplicate / Existing Functionality

Email CC's

Is there a way to show all CC's on emails sent? So all parties can see who is copied on the email and all parties can reply all?
Arilee Ortiz about 1 year ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Capability to add a hyperlink to Alerts

I want to be able to create an Alert that contains a hyperlink
Guest about 1 year ago in E-Closing Core / Enhancements 1 Will Not Implement