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HUD/CD Default Real Estate Broker

There are some brokers that always charge an Admin fee and I'd like to automatically add those fees to the CD if they are the selling agent is selected. Currently you can only create default fees from Mortgage Brokers and Lenders.
Erin Shea 2 days ago in ClosingVue / Enhancements 0 Feedback & Review

Make the HOA prorations able to change from monthly, quarterly, and annual so it's not misleading when it shows annual fee as the quarterly fee. We shouldn't have to do the math in addition to the proration.

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Guest 4 days ago in ClosingVue / Enhancements 0 Feedback & Review

EMAILS GENERATED FROM C

It would be great if the emails generated FROM ClosingVue to parties outside of the portal could show our message FIRST and then the links below the typed message. this would give the appearance of a "regular" email. These emails appear to be spam...
Guest 7 days ago in ClosingVue / Enhancements 1 Planned

Check Info to pull from Contacts

When cutting checks full contact information (address/etc) to pull and populate on the checks; currently does not pull any information from Contact
Guest 18 days ago in ClosingVue / Enhancements 0 Feedback & Review

Incorrect default within check writing

When an estate is selling property, the proceeds NEVER go to the Personal Representative of the Estate. It goes to "The Estate of......". We have to correct that within the edit option on the escrow screen before printing checks BUT if any changes...
Alicia Kimbrough 18 days ago in ClosingVue / Enhancements 0 Feedback & Review

Lender's CD

Hello, Lenders typically total the lender endorsements and owner's endorsements as one row under "C. Services Borrower Did Shop For." But ClosingVue splits those, with owner's endorsements being in "H. Other." Is there a way for me to easily chang...
Guest 7 days ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Automatic change of doc stamps when purchase price changes

This is a CRITICAL change. When the purchase price is modified, doc stamps should automatically adjust to the new purchase price. I did not catch this on a recent closing and it was very embarrassing to go back and collect the difference from the ...
Guest 3 months ago in ClosingVue / Enhancements 2 Feedback & Review

Customer Look Up number in UPS field

Instead of Company name in reference box, is it possible to have Customer Look Up number auto-populate instead?
Guest 11 days ago in E-Closing Connect / Integrations 1 Duplicate / Existing Functionality

Don't wipe out manual entries if changing from CD to HUD or vice versa

Oftentimes a transaction starts out as lender and changes to cash midway. As is, if you change from CD to HUD it wipes out everything. It would be nice to have to the option to transfer all manual entries or wipe it all out instead of having no op...
Guest 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add cell phone & alt address fields for contact under entity (commerical/trusts)

When closing with a commercial or trust transaction, it would be helpful to have a cell phone field as well as an option for a different address listed under individual contact screen within an entity. Currently, that only shows under the Entity s...
Guest about 2 months ago in ClosingVue / Enhancements 0 Feedback & Review