It's very easy to create a new rolodex contact/company using the "New" buttons on Financial Info and Lender Info screens, but there's no duplicate prevention. And cleaning up duplicate contacts is only possible manually, one entry at a time. The m...
A middle initial field would allow us to include the middle initial from the title order without having to remove it when we create files using the first name. It would save a considerable amount of time.
Many agents are now on teams and usually list at least 2 brokers on a contract. The new assistant field is helpful, as the teams usually have a closing coordinator also, but it would also be helpful to be able to list a co-broker in a file.
Adding a new company type to the Rolodex the Company drop down menu
Perhaps adding more company type selections for New Rolodex Company additions would come in handy for law firms, accountants, engineers, surveyors, architects, and other professional services i.e. Partnership, LLC etc
It would be helpful to be able to drag a document from “Scanned/Saved Documents” into an email. We save documents such as CDs and CPLs etc. and have to create a desktop folder to save the documents. It is not time efficient.
Adding option for more than 1 person holding P&S deposit
Add an option for more than 1 person to hold P&S deposit. for instance, in Worcester County where Listing Broker holds initial deposit and Seller Attorney holds 2nd deposit. As opposed to having to manually adjust on page 3.
I have found that many of our emails with attachments go unopened due to the fact that people are nervous to click on and open links. It would be more helpful if the documents were sent as PDFs or Word documents.
It would be helpful if there was a place to make instructional notes in Escrow Accounting (e.g., seller requested wire for proceeds, FedEx proceeds check and legal fee to seller's attorney)
Looking for when we receive an order for e-closing to send out welcome emails and info needed for buyer and seller info needed and commission etc.
all parties will benefit and it will make the much more successful. As when we send the emails, the client response will go directly in the system, if they don't respond it will send out reminders until they do.
Guest
over 2 years ago
in E-Closing Core
0
Future Consideration