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Ability to use AP and AIR Tables on the same Closing Disclosure

Lenders that we close for have a construction-to-permanent financing product that is a 1 year interest only (during construction phase) and then flips to a 15/15 ARM product. I need for the AP and the AIR Tables BOTH to populate on the one CD. Cur...
Kathy Hoskins 2 days ago in ClosingVue / Enhancements 2 Feedback & Review

Notes

Add note section in each tab. Either in addition to or instead of having notes in it's own tab that we have to leave a section and read through all the notes to find any updates. Having a note box in the tabs so we can quickly make notes to the cl...
Arilee Ortiz 8 days ago in ClosingVue / Enhancements 0 Feedback & Review

Transaction fee next to commission for realtors

Since the commission is entered where you add the realtors, it would be helpful to enter a transaction or processing fee there also
Debra Mummaw 3 months ago in ClosingVue / Enhancements 1 Feedback & Review

Report Automation

Allow for scheduling report generation to receive emailed reports. Would like to be able to do this directly in the UI and not make a custom report request.
Guest 5 days ago in ClosingVue / Enhancements 3 Future Consideration

Fraud alert - it would be great if when we get Fraud alerts from our underwriters, if there was a way to input names and addresses somewhere in the system that would give a warning alert if we try to open a file with those names or addresses.

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Guest about 1 month ago in ClosingVue / New Features 0 Feedback & Review

Formerly Known As/Now Known As Field

Is there anyway to add a Formerly Known as/Now Known as field? When added behind last name it gets cut off.
Teresa Jacobs about 2 months ago in ClosingVue / New Features 0 Feedback & Review

Radio buttons next to each commission for who pays commission that commission

With the recent NAR settlements and commission changes coming down the pipeline, we need to be able to select who is to pay each commission. Radio buttons next to each one to be able to select buyer or seller for each individual commission needs t...
Amanda Moffatt about 1 month ago in ClosingVue / Enhancements 0 Feedback & Review

Entity Sellers

When you have a Trust or LLC as a Seller and there are 2 or more Trustees/Managers/Members- there should be an option to have an attorney drop down for each actual person. Not all Trustees retain the same Attorney to represent them at the closing.
Guest about 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

Allow more than 5 emails to be added to Barcode feature

When scanning final documents and using the barcode feature, there is currently a limit of 5 emails that will also receive the package as it is scanned. It would be helpful to include more recipients as more people are involved in today's closing ...
Guest 16 days ago in ClosingVue / Enhancements 1 Planned

Toggle Trustee of Trust to allow a company as Trustee in addition to individuals

Allowing the user to include a company as Trustee of seller Trust is useful for any closings where the Trustee is a company. At this time, all documents must be modified to include the company's name as Trustee.
Guest 5 months ago in ClosingVue / Enhancements 0 Feedback & Review