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New Features

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Add option on title page for selecting who pays for endorsements. Be able to select buyer or seller expense.

Currently, it does not give you the option to select who pays for the endorsements on the owner's policy. For example, the owner may pay for the basic OTP, but it may be the buyer's expense if an endorsement on the OTP is wanted or needed.
Guest over 3 years ago in ClosingVue / New Features 2 Future Consideration

Add Amortization Period Field

We need a separate field for the amortization period since it is actually quite common to have (for example) a ten year loan, amortized over 20 years. Meaning, the payment amount is based on paying the loan over 20 years, but the maturity date is ...
Guest over 4 years ago in ClosingVue / New Features 0 Future Consideration

re send an email

It would be very helpful to have a button on an existing email to RESEND.
Guest over 3 years ago in ClosingVue / New Features 2 Future Consideration

Add % of ownership for multiple borrowers/buyers in a purchase sale transaction (like it exists in the seller section).

This would be helpful when generating the documents to automatically reflect the % of ownership of each buyer (especially in the Warranty Deed) so that no manual entry is needed.
Guest over 3 years ago in ClosingVue / New Features 1 Future Consideration

Combine Condo Associations & HOAs on Property Screen "Assoc Name" Dropdown

Our firm deals with both Condo Associations and HOAs, so I had E-Closing add the HOA category in our Rolodex company types. When opening a new order, the property screen dropdown for Assoc. Name only allows you to pull from the Condo Association e...
Guest almost 4 years ago in ClosingVue / New Features 0 Future Consideration

Add ability to master files to copy documents needed in files generated

There are certain documents needed in all closing files, like wiring instructions. Instead of having to generate the document in every file from document management or drag the file in, it would be great to have the file automatically copy from a ...
Amanda Moffatt about 3 years ago in ClosingVue / New Features 1 Future Consideration

Add a field to indicate seller preference for proceeds on the file summary screen

So that I can see at a glance how the seller wants their proceeds.
Guest about 2 years ago in ClosingVue / New Features 1 Future Consideration

Automatically Save Check Copies

When checks are generated automatically save a PDF copy to the file with check number. When brokers or other third party, auditor, etc. asks for a copy of a check it can easily be shared and will could help with escrow reconciliation if problems o...
Angeline DeShazo 4 months ago in ClosingVue / New Features 0 Future Consideration

Documents for Remote Closings

It would be helpful if there was a box to click to indicate a party signing separately, and therefore would create separate closing documents when generating them.
Guest 8 months ago in ClosingVue / New Features 0 Future Consideration

Lock a file

I want to be able to lock a file. make it to where I am the only one that can edit anything but others can still go in to see the file and find out what is going on with that file.
Guest 9 months ago in ClosingVue / New Features 1 Future Consideration