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Hi, I find it difficult to remember which package a certain document is in.. is there any way to search for it?
Guest over 4 years ago in E-Closing Core 1 Implemented

Unable to Order Title with FNF directly through E-Closing!!

When placing a title order, I need to be able to do so directly through e-closing. It re-directs me to the FNF site to complete the order.
Guest over 2 years ago in E-Closing Connect / Integrations 1 Implemented

Assign Events to Staff

I need my staff to be able to run a report each day to see what their tasks are for the day. So they can complete them. I also need to see this report to confirm all things are being done for client retention.
Guest over 2 years ago in E-Closing Core / New Features 1 Implemented

HUD/CD Defaults by County

When I'm creating HUD/CD Defaults I would like to be able to select which County/Counties the defaults apply. We charge different fees based on the County of the property.
Marc Hall over 5 years ago in E-Closing Core / New Features 0 Implemented

Sorting Scanned/Saved Documents

In the Documents, Documents Management screen under Scanned/Saved Documents it would be helpful if you could sort multiple ways, i.e., alphabetical and by date. Is this something that could be implemented?
Debbie over 2 years ago in E-Closing Core / Closing Portal 0 Implemented

editing document in word (policies) does not save in submittable form

we are Fund members. When we are drafting final policies we open and edit them in word from the edt software. when we save our work from word it does save it as an "edited" document in the document management portal, but it does NOT save it in an ...
Guest over 1 year ago in E-Closing Connect / Integrations 1 Implemented

Escrow Detail report revision

A few ideas that could possibly improve the Escrow detail report - 1 - If it had lines it would make it much easier to read. 2 - If the outstanding disbursements stuck out a bit more. Just not having a date isn't the clearest indicator. I was hopi...
Guest about 3 years ago in E-Closing Core / Enhancements 0 Implemented

Drop down or other way to easily toggle between teams

To look at each of my teams, I currently have to modify the white board whaich takes a couple of steps. I monitor each of my teams often, and it would be great if I could just switch from one team to another with a simple click of a button.
Guest over 4 years ago in E-Closing Core / New Features 1 Implemented

Document management - default checkboxes to unchecked in each document group.

When selection any document group you have to click uncheck (to remove the checks on all the documents within that group) then click the one you want. Doesn't make sense that the default would be to have every document checked requiring to click u...
Ed Walker about 3 years ago in E-Closing Core / Enhancements 0 Implemented

Attorney Portal Access

we should be able to upload documents to client's attorney into the portal.
Guest almost 5 years ago in E-Closing Core / Closing Portal 2 Implemented