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E-Closing Core

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Drag and Drop

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.
MJ Bush over 1 year ago in E-Closing Core / New Features 3 Will Not Implement
193 VOTE

Rolodex - Duplicate Prevention/Cleanup

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...
Guest about 4 years ago in E-Closing Core / Enhancements 1 Future Consideration

Middle Initial Field

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.
Guest almost 4 years ago in E-Closing Core / Enhancements 6 Will Not Implement

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

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 Co-brokering Agents

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.
Amanda Moffatt over 4 years ago in E-Closing Core / Enhancements 6 Future Consideration

COMMISSION BASED on GROSS PRICE

Please add an option to reflect the commission amounts based on the GROSS purchase price when there is a closing cost credit.
Guest almost 2 years ago in E-Closing Core / Closing Portal 2 Will Not Implement

Generating Documents

Would like to able to select multiple documents but also generate them separately in PDF or Word
Arilee Ortiz over 1 year ago in E-Closing Core / Closing Portal 0 Future Consideration

Send attachments as PDF rather than a link.

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.
Devon Forin almost 3 years ago in E-Closing Core / Enhancements 2 Will Not Implement

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
Guest over 4 years ago in E-Closing Core / Enhancements 0 Planned