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Seperate Closing times for Buyer/Seller

Currently we have just one closing time option, but most buyers and sellers sign separately.
Guest over 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Email templates

I would also like to add to your list of upcoming things to add to EC = Email templates. These would make life so much easier to just be able to click a button with the email that we start and choose a template that we need
Guest over 4 years ago in ClosingVue / Enhancements 0 Planned

Blind Copy

Please add a feature to be able to blind copy to avoid having to send multiple emails on the same subject to different parties that do not want their emails disclosed to other parties.
Arilee Ortiz 2 months ago in ClosingVue / Enhancements 3 Duplicate / Existing Functionality

Put PRINT button directly on the CD / HUD view screen either at the top or bottom

I propose a feature that would allow the user to generate a CD / HUD right on the CD/HUD maintenance screen. This would be a logical and time saving feature. We already have a doc package called prelim CDs, but it would be so much easier to simply...
Mary Margaret Stacy over 1 year ago in ClosingVue / Enhancements 1 In Progress

AI Property Information

Use AI to input property tax ID and current owner information from property appraiser's website into the seller / owner information tab
Arilee Ortiz 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

USPS Click & Ship from file just like Fedex

It would be great if we could use USPS click & ship within the file like we do Fedex. Lots of stuff could be sent this way to get a signature confirmation and it cost 25% of what Fedex charges. Now, we do it separately but we have to track eve...
Guest almost 5 years ago in E-Closing Connect / Integrations 0 Future Consideration

Real Estate Brokerage Contact should have separate payment address option like lender contacts

There are so many real estate brokerages that have a separate address to mail the commission checks to so it would be great if their contact had a payment address that populates onto the check like the lender contact.
Erin Shea 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Have fillable PDF forms that we can send out through the portal

Having a fillable PDF form option that we can send out through eclosings would be useful when sending out any packet that the client needs to fill out. They can fill it out directly from the attachment and send it back rather than having to print ...
Guest over 1 year ago in E-Closing Core / New Features 0 Future Consideration

Add portal access for more role types

More roles should be eligible for portal access (e.g. attorney, loan closer). As title agents often communicate with seller's attorneys, being able to send documents and message to and from the portal is important. The workaround of adding those p...
Guest 8 months ago in ClosingVue / Enhancements 1 Feedback & Review

Commission

Please allow us to add buyer commissions in the same area as seller commissions. This is more common than ever, and we have to add it as a payoff. It creates some confusion because these fees show up in a different section on the CD. Also, create ...
Rhea Johnson 4 months ago in ClosingVue / New Features 0 Feedback & Review