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E-Closing Core

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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

Loan Calculator feature as % of Purchase price

Similar to realtor commissions, a calculator feature next to the blank loan amount, where you could quickly type 80 or 90 or 96.5 and the loan amount will prepopulate as a % based on purchase price.
Scott Hart over 1 year ago in E-Closing Core / Enhancements 0 Will Not Implement

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

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

Auto reminder emails and direct doc upload from reminder email

When requesting info from clients, to piggy back off the events menu. Sending out auto emails until request received saying something like "We are still in need of your Real Estate Commission. Please click on the tab to upload the document". Also ...
Jason Horr over 2 years ago in E-Closing Core / Closing Portal 2 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 over 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 over 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

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 over 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 over 1 year ago in E-Closing Core / Enhancements 1 Will Not Implement