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E-Closing Core

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Option for lender credit on page 3 of the CD instead of bottom of page 2

Some lender credits are for tolerance cure and should appear on page 2, but some lenders put a credit on page 3 for prepaid items, such as a prepaid app fee. When we enter multiple lender credits in the credit screen it totals them all onto the bo...
Guest about 1 year ago in E-Closing Core / Enhancements 4 Will Not Implement

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

Adding an option for the buyer/borrower to pay real estate commission

Currently, if the buyer is paying the real estate commission (which is rare), you have to add it as a line item.
Guest over 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

The ability to send documents for e-signature would be a helpful tool for clients who don't have access to printers.

No description provided
Guest almost 2 years ago in E-Closing Core / Closing Portal 0 Future Consideration

On the title policy screen when you check the box for "refinance" which give a refinance rate the box should stay checked (there is no check mark when selected)so you know that you have the correct refinance rate.

If you didn't remember to check the box the amount of the policy premium is incorrect and borrower is overcharged.
Guest almost 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Error message for Recording Fee Calculator

It would be helpful to have an error message apopear if there are results that are calculated in the recording fee calculator that are NOT appearing on the CD/HUD screen. If a fee was once deleted, or if a manual entry has been entered on a line d...
Guest almost 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

Document Management no longer showing if document was posted to a portal.

The Document Management screen in Closing Vue no longer shows if a document was posted to client's portal. Also, It would also be helpful to be able to delete a document that was posted in error to a portal without deleting if from the file.
Lynne Martin over 1 year ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Reverse Mortages

Have an option to select "Reverse Mortgage" under Purpose in Lender Info. Page
Guest about 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Boiler Plate summary

Create a master list laying out all preloaded language for all aspects of the boiler plates in the text description tab.
Denise Oberholzer about 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Make the balance sheet printable Please!!!

I would be nice if we could print out our balance sheets without so much hassle. can you make it a printable PDF?
Guest about 2 years ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality