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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 6 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 6 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 21 days ago in ClosingVue / Enhancements 1 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 7 days ago in ClosingVue / Enhancements 0 Feedback & Review

Outlook Intergration

I am not sure if this has been mentioned(I looked but couldn't see any) but it would be good if we could somehow link the emails we send it outlook to a file so that the email links. That way we wouldn't have to copy and paste every email we send ...
Guest 9 days ago in E-Closing Connect / Integrations 0 Feedback & Review

Office Calendar

Is there a way to make a office Calendar for the closings of the day? We used to be able to do this in closers choice and it was great to hand out a Office Calendar with the closings we had each day. Just a thought. :)
Guest 6 days ago in ClosingVue / New Features 0 Feedback & Review

Importing Commitment

When importing the commitment from the FUND, the names are corrected if spelled incorrectly when creating a file. Is there a way when importing the commitment the names can also be imported?
Guest 5 days ago in ClosingVue / Enhancements 0 Feedback & Review

Escrow Accounting Payment Method drop down

Adding a drop-down for payment methods on the escrow accounting page would greatly enhance convenience, allowing us to easily mark multiple items at once, rather than having to individually click on each item to make changes, which is quite time-c...
Yuri Lima 19 days ago in ClosingVue 0 Planned

dedicated email address for each file

it would be great if each closing file was automatically assigned an email address for receipt and forwarding of documents rather than lookup and upload. For example, I just received an email from a broker with a .pdf escrow letter for my clsoing ...
Gregory Gefen 14 days ago in ClosingVue / Enhancements 0 Feedback & Review

Add parcel number to checks paying taxes

It would be very helpful if when paying property taxes that the parcel number showed in the description/memo of the printed check.
Alicia Kimbrough about 2 months ago in ClosingVue / Enhancements 0 Feedback & Review