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My votes: New Features

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Add a section for Referral Fees and Buyer Agency Fees to Financials Section

Referral Fees and buyer fees often need to be manipulated in Escrow Accounting or outside E-Closing all together in order to balance.
Sarah Rickershauser 2 months ago in E-Closing Core / New Features 8 Duplicate / Existing Functionality

"Buyer" option instead of "Borrower"

On Cash purchases; specifically the HUD- clients have a big issue signing a document that indicates "borrower" instaed of "buyer" when using cash.
Guest about 2 years ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Default cancelled and seller only files to NO for 1099 eligible

No description provided
Guest almost 3 years ago in E-Closing Core / New Features 3 Duplicate / Existing Functionality

Search by "Listing Broker/Agent" and "Selling Broker/Agent"

When a listing agent or selling agent calls to discuss their open files, it would be helpful to be able to search by broker/agent so that we can quickly pull up their files without having to ask for a property address, seller/buyer name, etc. Alth...
Guest over 1 year ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Notary Section

if we have more than 1 signing we should have the option to have them all together or individually signature line and notary buyers or sellers signing in different states
Guest over 2 years ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Jacket/Policy Type should map--> to the commitment!

Commitments are issued specific to the policy type being issued. There are basically 2 owner policies and 3 loan policies. The owner types are the "owners" + "homeowners". The lender types are the "lenders" ("long form") + "short form" + "short fo...
Mary Margaret Stacy almost 2 years ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Rolodex

When searching for a company name, why can't we just use part of the company name. why does only allow you to search by the exact name?
Guest almost 2 years ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Provide pop-up to Rolodex when adding Buyers or Sellers instead of requiring that you copy the information from an existing file.

With Relocation files, the Relocation company starts as a Buyer then becomes a non-titled Seller part way through the transaction. Or the file gets opened before we know who the ultimate Relocation company or Investor is and need to add them at a ...
Kimberly Gilbert-Toelle over 2 years ago in E-Closing Core / New Features 3 Duplicate / Existing Functionality

Generate Regular Envelope Labels from Addresses Entered on Checks - Escrow Accounting Page

It would be great if there was a way to generate labels for regular envelopes (as opposed to a UPS or FedEx shipping label). For example if I enter a mailing address for a particular check on the Escrow Accounting page, say for instance a pest con...
Guest about 3 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality

Shipping Label addition

Is there a way to have the Town Hall for each property show up as a shipping label option? We have to send documents out to town halls to record documents (especially Rhode Island).
Guest almost 4 years ago in E-Closing Core / New Features 0 Duplicate / Existing Functionality