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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 4 hours ago in ClosingVue / Enhancements 0 Feedback & Review

Reports available in excel format

Please make all reports and escrow accounting reports available to download in Excel format.
Guest 2 days ago in ClosingVue / Enhancements 0 Feedback & Review

Have parcel number be first part of memo line on tax payment checks

A lot of the time the description that populates on the memo line of checks for the tax payments is too long to pull in the parcel number which is the most important reference for a tax payment. It would be great if the check memo line that auto-g...
Erin Shea 20 days ago in ClosingVue / Enhancements 0 Feedback & Review

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 about 1 month ago in ClosingVue / Enhancements 1 Feedback & Review

Have Enter key do what it is supposed to do--

When typing in legal descriptions it is a pain when you hit the Enter Key as we are use to going and having the description box close. Then you have to go out and start again. Does the person designing these feature actually use them. The Enter Ke...
Guest 13 days ago in ClosingVue / Enhancements 2 Feedback & Review

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 21 days ago in ClosingVue / Enhancements 0 Feedback & Review

Add Policy Number to Homeowner Insurance Checks

Currently the only words that generate the checks to pay for Homeowner or flood insurance are the words Homeowner Insurance. It would be great if the policy number was added to that.
Erin Shea 20 days ago in ClosingVue / Enhancements 0 Feedback & Review

Have dark mode as an option

Since most other applications are dark mode friendly, I feel like a deer in the headlights when I switch from them to E-Close. Dark mode would be nice to have.
Guest 6 days ago in E-Closing Core / Enhancements 1 Feedback & Review

Email templates

It would be great if we can add email template to ClosingVue to save time when emailing and sending out docs to clients.
Guest 13 days ago in ClosingVue / New Features 0 Planned

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 12 days ago in E-Closing Core / New Features 8 Duplicate / Existing Functionality