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My votes: ClosingVue

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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 9 days ago in ClosingVue / Enhancements 1 Planned

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 2 months ago in ClosingVue / New Features 0 Planned

Split Commissions Buyer and Seller

In our area we are now running into split commissions where the Seller may pay most of the commission, but the buyer needs to pay a portion as well. It would be nice to have an option to choose BOTH, then either the percent or amount of each party...
Guest 6 months ago in ClosingVue 1 Planned

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 3 months ago in ClosingVue 0 Planned
208 VOTE

Pop up Rolodex from File Screen

Rather than leaving file screen to go to rolodex in order to update information. If we click on the name, the rolodex entry should pop-up on the screen an allow us to create or update an entry from there.
Guest over 4 years ago in ClosingVue 2 Planned

Can a hyperlink be created that would allow for me to click on name (i.e. lender, broker) in order to pull up their contact information? Presently, you have to go to contacts, search, find the contact and then update.

It will allow me to update contacts more effectively, and MUCH more quickly/easily.
Guest 7 months ago in ClosingVue / Enhancements 1 Planned

Add the number of checks needed to the print check screen

Add the number of checks needed to the print check screen near the starting check #. This would make it easier to know how many checks to pull from the check safe and confirm the next check number on the simultaneously to reduce errors.
Alicia Kimbrough almost 2 years ago in ClosingVue / Enhancements 1 Planned
102 VOTE

Email templates

I would also like to add to your list of upcoming things to add to EC = Email templates. These would make life so much easier to just be able to click a button with the email that we start and choose a template that we need
Guest almost 5 years ago in ClosingVue / Enhancements 0 Planned

HUD 1-A

Please make the HUD1-A a format that can be utilized the same way that the HUD-1 is. Many commercial lenders doing refinances use this form.
Denise Oberholzer 5 months ago in ClosingVue / Enhancements 1 Planned

Add 3rd option on Financial for broker commission

Sometimes the commission is split unevenly between buyer and seller, i.e. for the buyer's agent 1% is paid by buyer and 2% is paid by seller. This is not possible to split in the current set up.
Guest 4 months ago in ClosingVue / Enhancements 0 Planned