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E-Closing Core

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Omit the auto population of the time of closing

when we open a file now, with the new Financial screen, it auto populates a time of closing, and because we do not have a closing time this early, it clutters the whiteboard with erroneous information.
Guest over 2 years ago in E-Closing Core / Enhancements 2 Implemented

Add output option (to select who can see this) to Upload file under documents

It would be beneficial to be able to select who can see the uploaded files. That way, I could for example upload a survey and select buyer and buyer's realtor and it would send them an email saying there is a document for review and they can see i...
Guest almost 3 years ago in E-Closing Core 0 Implemented

Identification of sellers' agents

Please correct the identification of the parties' real estate agents. In the standard Florida sales agreement, the seller's agent is identified as "the listing agent", and the buyer's agent is identified as "the cooperating agent".
Guest almost 3 years ago in E-Closing Core 2 Implemented

Multiple Email Addresses on File Summary Screen

When adding multiple parties and their email addresses into the seller info screen (ie the Seller's Attorney and their paralegal), it would be useful to display both email addresses on the file summary screen to alert everyone working on that file...
Guest almost 3 years ago in E-Closing Core 1 Implemented

Recording calculator

When you have more than 4 party in a transaction and you need to record the deed, you pay $0.50 index fee to the county. It is not a matter of money, but it messes up the entire accounting! Please add an option to declare the number of parties sig...
Guest about 3 years ago in E-Closing Core / Enhancements 1 Implemented

Subtotals appear in Disbursement Column in Escrow Detail printout

The Escrow Detail by File printout would be much clearer if the Subtotals appeared in the Disbursement Column instead of the Receipt Column.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Implemented

Other Attorney added to escrow detail by file

This is very helpful to have the attorney assigned to this file on the escrow detail so we know how to bill the client. Each attorney has a hourly rate and the accountant is so extremely busy that it takes time away for her to go look up the attorney
Guest over 3 years ago in E-Closing Core / New Features 0 Implemented

TITLE COMMITMENT INFORMATION - please change layout - too much on first horizontal level

Please reconfigure the layout on the title commitment information screen. The reason is that when the window is slightly compressed, the "SELECT TEXT DESCRIPTION" lines wrap and it becomes extremely difficult to understand which option is selected...
Guest over 3 years ago in E-Closing Core 0 Implemented

Additional Quick Filters on White Board

It would be awesome to be able to toggle - Active Purchases vs. Active Refinances.
Guest almost 4 years ago in E-Closing Core / Enhancements 1 Implemented

Banking

Having the name of the LLC/Corporation/Trust, etc. rather than the individual's name print on the Bank Activity Report.
Guest almost 4 years ago in E-Closing Core / New Features 0 Implemented