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Enhancements

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Click to have same office as Listing and Selling Broker

Option to click "same" when the listing office and selling office are the same. Thinking of the time it would save not having to scroll thru all the Remax or Coldwell choices again to find exact same office. ALSO - ability to choose broker first t...
Kristie Gatherum over 2 years ago in ClosingVue / Enhancements 1 Future Consideration

Not having to enter the year for file look up....

If you file number is 2019-512, it would be nice to only enter 512 and have the system pull up those files that end in 512.
Guest over 4 years ago in ClosingVue / Enhancements 1 Future Consideration

Power of Attorney Field - Buyer-Seller

Add an address for POA that we can type in that will pull to the power of attorney documents!
Cheryl Megan about 4 years ago in ClosingVue / Enhancements 0 Future Consideration

Preferred mode of communication option for buyers/sellers

Add a check box on how clients (buyer/seller) prefer to be communicated with. Email, phone, text? This will allow us to serve our customers based on their preference.
Guest about 3 years ago in ClosingVue / Enhancements 0 Future Consideration

Tasks default to no time instead of 9am

It would be great if when you opened a task to push out the due date or add a note or complete it, that the times (all of them) would default to no time instead of 9am. It is time consuming to change each to no time using the pull down menu. They ...
Guest over 2 years ago in ClosingVue / Enhancements 1 Future Consideration

CHANGE BACKGROUND COLORS FOR WHITEBOARD

The bright white background is tiring to my eyes and seems to strain my eyes. I would like the option of changing the background color, or incorporating the previous whiteboard look of blue and white "lines". Perhaps using a darker black font agai...
Tamara Gill 12 months ago in ClosingVue / Enhancements 2 Future Consideration

On the Consolidated Checks screen, provide the ability to select or de-select all entries for a particular payee.

Sometimes I have many Consolidated Checks building but only need to print one (most often recording fees). I have to de-select all checks and then click the box next to each and every entry for the recording fee check. It would be much easier if t...
Guest over 1 year ago in ClosingVue / Enhancements 3 Future Consideration

Add Transaction coordinator

Many Realtors use Transaction Coordinators, and these are often the point of contact. There is a place to add Assistant, however, in the Rolodex there is no Transaction Coordinator in the pull down menu.
Guest about 2 years ago in ClosingVue / Enhancements 0 Future Consideration

Revision to monthly on the Proration screen

When choosing a monthly proration, it would be nice to enter the monthly fee and have it copy that amount to the 12 fields. Instead we often have to do a bit of math, enter the total and then it is divided by 12 to the fields. We are often sent th...
Guest over 2 years ago in ClosingVue / Enhancements 2 Future Consideration

The allowance of creating our own signature in e-closing emails

No description provided
Guest over 2 years ago in ClosingVue / Enhancements 0 Future Consideration